PROFESSIONAL SUMMARY

Overall **+ years of overall professional IT experience including 10+ years of extensive experience in designing, implementing, and optimizing Salesforce solutions for a wide range of clients across diverse industries.

Demonstrated proficiency in spearheading a wide array of IT projects. Proven track record of effective cross-functional teamwork and partnership with business stakeholders and systems experts. Exceptional communication skills, encompassing both verbal and written, with a specific focus on meticulous documentation of comprehensive Business Requirements, Test Plans, and detailed Functional Specification documents

Quickly acquired new technical expertise and stayed updated on the latest Salesforce features and major releases to remain at the forefront of technology trends.

Extensive experience in the development of mission-critical business systems, with a notable emphasis on Salesforce.com. Known for a production-centric, performance-driven approach, consistently maintaining a sharp focus on issue resolution. Adept at successfully leading multifaceted teams of developers and designers across various projects, offering a comprehensive technical skill set.

Proficient in providing effective leadership, motivation, and collaboration within high-performing professional teams, consistently driving the achievement of objectives. Demonstrated capability to excel in competitive, demanding, and dynamic work environments while consistently delivering exceptional results

Strong organizational and presentations skills, thorough knowledge of Salesforce.com and CRM tools

Proficient in Salesforce applications, encompassing Sales Cloud, Service Cloud, Campaign Management, Chatter, and AppExchange.

Collaborated with the Artificial Intelligence team to innovate Salesforce solutions, incorporating AI capabilities for enhanced customer experiences.

Extensive background in utilizing CRM tools such as Salesforce, Siebel, Trackwise, and Veeva. Notably skilled in leveraging Veeva CRM and Veeva Vault.

Proficient with Agile Version One (V1) document management tool.

Familiar with SDLC 3.0 Standards.

Demonstrated expertise in a technical leadership role, providing robust support for CRM applications. Profound knowledge of SalesLogix, Siebel, Salesforce.com, and Microsoft CRM.

Wrote Technical Specification Documents and worked on application’s input / output data definitions.

Experience working with Web and Enterprise Content Management Systems (CMS) acting as Liaison among the business, development and testing teams.

Customize and personalize Salesforce.com to fit environment's specific needs.

Well-versed in Sales, Sales Operations, Finance, RevOps, and Business Operations, with a track record of solving complex use cases using the Salesforce Platform.

Accelerate customer Business Transformation by leveraging Salesforce.com Innovations

Define & Coordinate Salesforce.com Expertise for the Account

Solid understanding of CRM centric business process, CRM best practices and ERP business process

Customize and personalize Salesforce.com to fit environment's specific needs.

Experience in both functional and technical capacities, with a proven record of accomplishment in managing end-to-end CPQ projects. Possess deep implementation expertise in leading CPQ technologies, including BigMachines, Apttus, and Sterling Commerce.

Experience with Artwork Management process/solutions. Specific experience with Blue Software ARTi

Experience with implementing Vendor SAAS solutions

Provided coaching and guidance to sales team members on Salesforce utilization.

Tailored and personalized Salesforce.com to align with the specific requirements of the environment.

Solid understanding of CRM centric business process, CRM best practices and ERP business process

Experience in writing SQL queries to generate reports.

Customize and personalize Salesforce.com to fit environment's specific needs.

Experience in a diverse range of areas, including:

Management Consulting

Experienced end user of Salesforce

Successful implementation of custom Salesforce solutions for Marketing and Tech Support teams.

Salesforce Apex development

Data visualization and reporting

Digital marketing

Project management

Collaborative work on Agile Scrum teams.

Atlassian JIRA user / administrator

EDUCATION

Bachelors in Biology, California Polytechnic State University, SLO

TECHNICAL SKILLS

Salesforce

Technologies

Apex, Visual Force (Pages, Components, Controllers, Tabs), Triggers, SOQL, SOSL, Workflow & Approvals, Formulas, Validation Rules, Email Templates, Security Roles, Profiles, Permission Sets, Dashboards, Reports and Web Services Integration using SOAP & HTTPs, Salesforce Lightning, Salesforce Einstein, MuleSoft Integration, Einstein Voice, Commerce Cloud, Salesforce DX (Developer Experience), Amazon API Gateway

Development Tools

Code: Eclipse, Force.com Eclipse IDE, Force.com Explorer,Force.com Migration Tool, Developer Workbench, Mavens Mate, Force.com IDE, Developer Console, SOQL Explorer, Aside.io

Page Editor, Schema Designer, Dataloader, VisualFlows, Query Plan Tool, Site.com Studio

Data tools: ERWin, Import Wizard, Dataloader, Dupeblocker, Demandtools, Jitterbit, Dataloader.io, Salesforce for Office (Salesforce for Outlook, Excel Connector, TOAD),Informatica, AWS Glue, Microsoft Power Platform

Other: SCM(GitHub and Git, Subversion, CVS, Clearcase), Build (Ant, Jenkins), Travis CI, Data Loader, Bitbucket, Trello or Asana,

Salesforce Apps

Chatter, Sales Cloud, Service Cloud, Heroku

ExactTarget, Pardot, Marketo, Radian6, Tableau CRM, Copado, Vlocity, Einstein Analytics, MuleSoft

AppExchange

Docusign, Conga Composer, MailChimp, Apptus CPQ, Vana Timesheets, zPaper, zFax, ConcurForce T&E, Corvisa, iSell, Cloud9, data.com, Tableau, CVent

Database

Oracle 9/10/11g, MS SQLServer, MySQL, DB2

Testing tools

Selenium, Win Runner, Quick Test Professional, Load Runner, Test Director, Quality Center

SDLC

Agile/SCRUM Lifecyle, Unified Modelling Language (UML), Use cases, Event Sequence & Use case diagrams, Class diagrams, ER Diagrams, MS Project, JIRA, Subversion, GITHub,

Operating Systems

Windows 98/NT/XP/Vista/Windows7, Windows 11 and Windows 10, Unix (Solaris, HPUX,AIX), macOS Big Sur and Monterey

CERTIFICATIONS

Salesforce Certified Administrator

Salesforce Certified Advanced Administrator

Salesforce Certified Business Analyst

Salesforce Certified Service Cloud Consultant

Salesforce Certified Sales Cloud Consultant

PROFESSIONAL EXPERIENCE

Renewal by Andersen Corporation

Cottage Grove, MN

October’22 - Present

Sr. Salesforce Consultant – Admin / CPQ Analyst

Involved in point-and-click Salesforce configuration techniques, including workflows, validation rules, sales process setup, roles & profiles, and the creation of reports and dashboards, to tailor Salesforce to business requirements.

Worked in Salesforce point-and-click configuration, encompassing the setup of workflows, validation rules, sales processes, roles & profiles, and the creation of reports and dashboards, enabling organizations to maximize the potential of Salesforce.

Integrated Sales Cloud with other systems, such as marketing automation and ERP, to ensure seamless data flow and a unified view of customer information.

Demonstrated proficiency in various business systems and integrations, encompassing marketing automation and CPQ processes, contributing to enhanced system management and adaptability.

Applied hands-on expertise to successfully construct Salesforce CPQ and Billing package components, customize applications, optimize Lightning Experience, leverage Visual Flows, utilize Process Builders, and harness various Salesforce platform tools in a prior project.

Collaborated closely with the Artificial Intelligence team to revolutionize Salesforce solutions, seamlessly integrating AI capabilities to elevate customer experiences.

Developed and meticulously analyzed complex Salesforce business processes, encompassing data management and Lightning flows, to drive operational efficiency and effectiveness.

Collaborated with construction teams to identify areas for system improvement and automation, optimizing project management processes.

Monitored performance trends and recommended proactive solutions to optimize Salesforce operations.

Monitored performance trends, identified areas for improvement, and recommended effective solutions to enhance Salesforce performance.

Performed comprehensive periodic and ad-hoc testing to ensure the accuracy and integrity of data within Salesforce, maintaining data quality standards.

Actively engaged in Salesforce Administration tasks, including custom flows, workflows, approval processes, custom settings, validation rules, field management, page layout design, and record type configuration. These activities significantly improved internal processes and system efficiency.

Leveraged knowledge of SQL, SOQL, Excel, and JSON for effective data analysis and reporting within Salesforce.

Maintained up-to-date knowledge of Salesforce best practices, new features, and industry trends, actively making recommendations for system enhancements and continuous improvement.

CommScope Inc:

Oakbrook, IL

June’19 - Sep’22

Salesforce CPQ Consultant

CommScope acquired BNS company. The project plans calls for BNS sale & marketing to move to CommScope processes/platforms. It involved aligning BNS Salesforce to CommScope Salesforce along with major changes to the workflow process and external interfacing systems.

Responsibilities:

Started the project with 2 workshop which included key stakeholders from both companies to establish what "Success looks like"

Undertook a detail study to document complete overall IT infrastructure, identifying the technologies, platforms, database, interfaces, manual process, data flow, and web services used in both companies to develop a integration approach.

Looked at the marketing strategies of the companies (Solution vs Product) and recommended the best approach to align them.

Provided on-going support to our installed base of Salesforce Users as well as work on a backlog of enhancements and new functionality for the Valspar Sales and Service Teams

Established the scope and out of scope for the projected. Identified the project dependencies, assumptions, risks and open issues.

Captured high-level requirements for the project to be included in the project charter.

Analyzed and documented relating to various Salesforce objects like Accounts, Contacts, Leads, opportunities, reports, community portals, CPQ process & dashboards.

Identified gaps and compiled a detail business requirement. Clearly identified the fields, workflows, triggers and APEX code changes to be done in objects.

Documented layout changes to require getting uniformity across the board.

Mapped out the process to eliminate the external interfaces, which were identified as "not required" for CommScope business process.

Configure Price Quote (CPQ) Process: analyzed and presented options to streamline quoting process for new instance

Worked closely with SMEs, technical Salesforce developers to present the executive management the solutions for various issues related to migration.

Worked with technical team to compiled Functional Specification document underlining technical solution to each business requirements and gaps.

Analyzed & compiled the gaps relating to various Salesforce objects like Accounts, Contacts, Leads, opportunities, reports, portals, CPQ process & dashboards.

Identified the training areas for the BNS resources.

Worked on Marketo (marketing tool which interfaces with SFDC) to identify new fields and work spaces to be added to facilitate the new process changes.

Created and managed Marketo to Salesforce lead management process.

Chamberlain Group

Oak Brook, IL

Sep‘17 – May’19

Senior Implementation Consultant - Salesforce CPQ

As a Senior Implementation Consultant at Salesforce CPQ, I ensured the successful delivery of the Salesforce Quote-to-Cash solution through flawless implementation enabling our customers’ business process on a force.com built platform.

Responsibilities:

Understand customer business needs and challenges, Quote-to-Cash processes and become an expert in Salesforce Quote-to-Cash

Effective troubleshooting and timely resolutions of Salesforce technical and process errors such as user logins, new sales/renewals/credit request quotes, Salesforce systems errors, email alerts, and other affected processes by testing in UAT, and utilizing case management for communication and for tracking purposes.

Worked with client SME on prioritization

Worked with the customer to help convert legacy data into Salesforce Quote-to-Cash instance and roll the implementation into the production environment

Ensured the customer will be a positive reference to other customers/prospects

Monitored the various Salesforce environments and work with the development team to ensure code coverage does not fall below the Salesforce and SolarWinds thresholds

Responsible for maintenance release review and task assignment

Performed and coordinated deployments for the Salesforce team

Logged and tracked identified system problems and worked with Salesforce team through resolution

Provided insight to both the business and development teams on useful third party applications

Implemented and govern security related to profiles, permission sets, roles, sharing settings and login access policies

Customized and configured all out of the box functionality features such as, creating objects, fields, formula fields, validation rules, workflows, process builder flows, page layouts, creating apps, report types, sharing rules, permission sets, profiles, roles, etc.

Assisted in the implementation of security practices by monitoring login and user activity, de-activating unused users and auditing field and profile access and security permissions

Responsible for adding users to queues and creating list views for them as needed

Integrated appropriate third-party applications

Performed any sandbox refreshes and activities related to those refreshes as appropriate

Research and stay current on security and maintenance related items by utilizing Trust.salesforce.com or other pertinent sites and tools

Responsible for the creation of Salesforce cases for issue resolution when appropriate

Biogen

Cambridge, MA

Jun ‘17 – Aug ’17

IT Business Analyst – Artwork Management System Upgrade

Worked with ARTi Product Owner and BLUE Software Business Analyst to refine requirements and establish differences in process flows between International and US artwork management teams. Assisted in identifying bottlenecks and more effective workarounds to meet requirements within the current system as well as bringing forward suggestions to utilize out-of-the-box features in future upversions.

Defined and owned the business process requirements for both US and INTL teams

Incorporated and defined process flows for implementing new business team in Japan

Supported Business Owners and Software support analysts to determine levels of configuration within system

Defined and manage overall project goals and successes for implementation of new processes and procedures

Worked with ARTi system users & stakeholders to understand and document business requirements and business process flows.

Worked with both IT and business partners to develop business process improvements.

Assisted our business partners in developing and implementing procedures for contract management and administration in compliance with company policy. As appropriate, contribute to or influence company policies.

Contributed to and work to agreed-upon plan and provide weekly status updates on progress towards deliverables and milestones.

Assisted in the development and execution of test scripts and align traceability. This includes both System and User Acceptance testing cycles.

Managed across multiple business functions to gather required information and drive consensus where required.

Understand and remediate risks and escalate issues to leadership for engagement and resolution.

Assessed the impact and effort of interfaces, data conversions and connections.

Participated in assessing key priorities and needs for an effective contract management system

Glassdoor

Mill Valley, CA

Jan ‘17 – June’17

Salesforce Adimin/Analyst

Worked with the Salesforce Product Owner and Salesforce Solution Architect and lead the analysis and implementation of Salesforce "roadmap” features that may include Lightning, sales pipeline tools, Workday and telephony integration. Worked closely with key stakeholders among nearly 500 Salesforce users to understand and document the key requirements and critical success factors for the features and, when applicable, on vendor selection. Worked closely with offshore development team to understand how new features fit with existing configuration and customization and level of effort for implementation. Understand Company's Sales and Service workflows in order to make recommendations on continuous improvement. Worked closely with our Salesforce Client Success Manager to maximize our use of Salesforce Accelerators, Webinars, conferences and other training materials, creating corporate training materials and leading training when appropriate. Supported cost benefit analysis for new major features planned for Salesforce.

Acted as the Salesforce expert and trusted advisor for all internal users

Supported a diverse range of business process and reporting needs across the organization

Communicated and presented relevant information to non-technical audiences

Researched and implement best practices on how to grow and improve the company's use of Salesforce

Defined and manage overall project goals and successes for implementation of new processes and procedures

Designed and develop solutions for system enhancements and resolve any project related issues

Engaged with all levels of internal clients in providing recommendations and proactive best practice advice through all phases of the project management cycle

Worked with Salesforce support, as well as any related external vendors to resolve issues, and install and maintain 3rdparty software tools currently used by Undertone

Performed Ad hoc reporting as needed

Created and maintained training documentation and perform salesforce user training

Understand business requirements and functional specifications and map them to technical activities

Conceptualized and created end to end design for business problems.

Collaborated with architects to drive best in class design

Created data structures and models

Designed and develop UI using Console and other Salesforce.com application screens that support complex business processes

Map requirements to configuration or customization elements in salesforce

Architect, designed and guide development using the best available options using configuration and customization

Designed and create unit test scripts that enable testing of application that can scale

Created batch Apex for data conversion scripts

Created real time interfaces in Salesforce.com application

Created and document technical design

Demonstrated experience managing users, data, and security in a Salesforce org with 1,000+ users

Configured Sales Cloud or Service Cloud features

Designed advanced Salesforce reports, dashboards, list views and business process automation

Managed system changes without interruption to the user

Understand of VisualForce, HTML and CSS

Used and configured the advanced administration capabilities of Salesforce

Maintained, enhanced and created workflows, functions and configurations within the Salesforce.com environment

Biogen

Research Triangle Park, NC

June ‘16 – Dec’16

Salesforce CRM Business Analyst

The client aims to adopt Service Cloud as the CRM solution in the pharmaceutical industry to provide transparency and relations and services between patients, healthcare providers, pharmacies, and insurance agencies. The project involves working with the project team to gather requirements and design the migration from Siebel CRM to Service Cloud while complying with the Sunshine Act.

Works closely with Business and project team to analyze business needs and opportunities that can be solutions by software and technical deliverables (i.e., applications, data, reporting)

Understand the current Business process and IT systems involved

Analyze the changes performed in Siebel CRM application, translate them to business and functional requirements for Service Cloud

Review the service cloud build and recommend as per industry best practices

Develop and maintain business requirements, design and other documentation for enhancements and system modifications including end-user training materials

Provides status reporting on assigned projects. Develops and executes the project communications plan to keep the Business Sponsors and Stakeholders informed of project status, change requests and risks

Designed and Developed salesforce.com setup activities and customized the apps to match the functional needs of the organization.

Developed and Customized User interface in salesforce.com using Visual force, Apex controllers and Force.com IDE.

Supported Case and Incident management for issue tracking and complaints handling related to incidents, loss-events, exceptions, process deviations and frauds, supported regulatory compliance and risk management groups

Streamlined the change management process program wide and trained users / teams to better understand the new work flow.

Accelerated customer Business Transformation by leveraging Salesforce.com Innovations

Defined & Coordinated Salesforce.com Expertise for the Account

Analyzed application interfaces and dependencies, data center facility and equipment inventories and layouts, configuration standards, operating procedures, data and equipment life cycle management and retention policies, server, network and storage architectures, and Vendor operations to establish the basis of design for migration to the target data center.

In collaboration with others, develop and maintain databases and data systems necessary for projects and department functions

Acquired and abstract primary or secondary data from existing internal or external data sources

In collaboration with others, developed and implemented data collection systems and other strategies that optimize statistical efficiency and data quality

Performed data entry, either manually or using scanning technology, when needed or required

Performed Business Impact Analysis of proposed projects, processes and solutions.

Maintaining the Requirements Traceability Matrix (RTM) across the deliverables of a project

Performed Gap Analysis for new functionality requirements, as well as prioritized them based on actual business needs so as to align them with the product release roadmap

Managed client engagements within the Salesforce.com Sales, Service, Custom and Collaboration clouds including proposal and practice development work, engagement scoping/negotiation and delivery team leadership.

Pfizer

New York City, NY

Sep ’14 – May ’16

SFDC Business Analyst

The client had adopted Veeva, the SaaS based CRM solution for global life sciences industry, and rolling out the functionality to the end users in phased releases in an effort to enable its Sales Reps to improve their pitches to doctors, while complying with the law at the same time. The project aimed to provide service to the client during the build, release and maintenance phases.

Interfaced with the IT division and business to address ongoing business needs.

Prepared process flow documents capturing the defined SOP (Std Operating Procedures) for Application Outsourcing (AO) endeavors.

Aligned the AO processes for the team as per the business requirement.

Configured the standard SFDC objects and created custom components as per the requirement.

Performed ETL from various sources like Veeva onto SQL server.

Created new custom objects, assigned fields, designed page layouts, custom tabs, components, custom reports.

Designed and deployed Custom tabs, Validation rules, for automating business logic.

Created workflow rules and defined related tasks and email alerts.

Interfaced with third party suppliers and vendors for support, upgrades and implementations.

Configured ZS Products in Veeva and performed integration testing.

An end-to-end exposure on force.com business cloud applications Analysis and development.

Reviewed the test cases provided by the QA team, and provided feedback.

Managed individual elements of the Salesforce.com implementation from requirements gathering through implementation.

Experienced with full lifecycle of the Salesforce.com implementation from requirements gathering through implementation.

Applied a deep understanding of Human Resources as a business area and its supporting technology to become a trusted adviser in IT.

Constructed summary and detailed views in Salesforce.com environments.

Significant knowledge of Salesforce.com for case management, knowledge base and portal implementations.

Demonstrated functional, technical, and professional knowledge to ensure that the deliverables are of the highest caliber and meet stakeholder expectations.

Utilized business analysis techniques to identify process improvements, increase efficiencies, mitigate risks, and resolve issues.

Defined “as is” and “to be” business processes. Create business process flow charts or “swim lane” diagrams

Ensured consistency of usage conventions, compliance with best practices, and integrity of data.

EMC Squared

Hopkinton, MA

Oct ’12 – Aug ’14

Salesforce Admin/Business Analyst

The project goal was to rollout full Salesforce.com SFA functionality to World Wide Sales & Consulting workforce of the client. The Portal module aimed to deploy enhanced Account Management capabilities and productivity tools to enable rollout to Enterprise resources.

Analyzed organization processes, converting business workflows into Salesforce.com workflows and configuring Salesforce.com to meet business requirements.

Translated functional requirements to technical requirements and documented them.

Created various Reports and Report folders to assist managers to better utilize Salesforce as a sales tool and configured various Reports for different user profiles based on the needs of the organization.

An end-to-end exposure on force.com business cloud applications Analysis and development Supporting BAT and UAT with testers.

Role Hierarchy, Custom Profiles creation and user management.

Customization of standard objects like Accounts, Contacts, Leads, Reports and Dashboards as per client’s need.

Creating Roles, Profiles, Email Templates, Page Layouts, Workflows.

Created page layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages.

Participated in Peer Review and assisted in testing for scheduled releases.

Effectively communicated project status to management and kept business stakeholders informed of project status and all related issues.

Motion Pictures Company (MPC)

Santa Monica, CA

July`10 – Sep ‘12

Salesforce Business Analyst

The primary objective of this engagement is to oversee requirements gathering and design, identifying risks, gaps, design alternatives and best practices as they relate to the overall solution design. Customer desires to identify and design common Application components that can be re-used across their enterprise. Provided guidance to the implementation team to promote the use of standard Application functionality in an effort to avoid overly complex customization and later redesign. Worked with Customer to identify and focus on specific areas of highest priority.

Drove and contribute to projects that rely on Salesforce & Salesforce Marketing Cloud (Exact Target + Pardot) from discovery through delivery: gather requirements, collaborate with the team to define a solution, build it and train the users

Worked with stakeholders, supporting several different lines of business and levels of integration with Salesforce

Developed a deep understanding of various business unit’s processes and goals

Respond to support requests from users and when trends are found, retrain users

Hunt for opportunities to offer improvements: transform unofficial, disorganized processes into feature enhancements in Salesforce

Translated business goals to tools, reports, prompts and interfaces that support those goals

Responsible for supporting business & customer’s key objectives through analyzing data via creation of Salesforce.com (SFDC) reports and dashboards.

Responsible for compliance with regulations, standards and codes of good practice relating to information and documentation, records management, information assurance and data protection.

Exploit the use of information, whether produced internally or externally, to support decision-making and business processes. Includes management and decision-making structures to ensure consistency throughout the organization, information retrieval, combination, analysis, pattern recognition and interpretation.

Effectively partners with key users to prioritize improvement projects for continuous improvement. Maintains and communicates the organization’s information management strategy. Devises and implements document and record systems, including classification, retrieval and retention processes.

Maintained an inventory of information subject to data protection and other appropriate legislation. Reviews new business proposals and provides specialist advice on information management, including advice on and promotion of collaborative working

Contact this candidate