Dwija Dave

Email: ad0tps@r.postjobfree.com

Ph #: 201-***-****

Certified Salesforce Administrator, Salesforce roles, profiles, sharing rules, workflows, defined related tasks, time triggered tasks, email alerts, filed updates to implement business logic. Objects, Workflows, Salesforce Service Cloud, Sales Cloud, Marketing Cloud, Triggers, Record Types, Page layouts, Workflow Rules, Lead generation, Case Assignment Rules, and Escalation rules, Validation rules, Profiles, Roles, Excel, Reports, and Dashboards. Seeking opportunities as a Salesforce Admin HubSpot CRM, Tableau Reports & Dashboards, Agile, Scrum, Waterfall methods for the various projects. Technical Skills:

Salesforce Tools Components, Dashboards, Reports, Custom Objects, Workflow rule, Salesforce roles, profiles, sharing rules, workflows, defined related tasks, time triggered tasks, email alerts, filed updates to implement business logic. Objects, Workflows, Record Types, Page layouts, Workflow Rules, Case Assignment Rules, and Escalation rules, Validation rules, Profiles, Roles, Excel, Reports and Dashboards. Force.com Explorer, Apex Data Loader, Dataloader.io, Lighting Controllers, Force.com Platform (Sandbox and Production).

Other CRM Work, Tools Sales hub, Marketing Hub, HubSpot Data Integration, Data Analysis, Reports & Dashboards, Automation tools, Deals, Tickets, Lead Scoring, Campaign, SEO, Chatflows, Snippets.

Technologies

Microsoft Outlook, MS PowerPoint, MS Excel, MS Project, MS Document, Tableau, AWS

Professional Experience:

Company: Surya Insurance Services June 2022– Aug 2022 Salesforce Admin

Responsibilities:

• Developed various Custom Objects, Tabs, Entity-Relationship data models, and validation rules, while transferring the data to the accounts.

• Created workflow rules and defined related tasks, time-triggered tasks, email alerts, and filed updates to implement business logic.

• Data Security and Compliance: Implement security measures to safeguard customer data, especially when handling sensitive information like gemstone certifications and customer financial details.

• Pricing and Discounting: Configure pricing rules and discount structures for different jewelry products and customer segments. Implement approval processes for special pricing and discounts, if necessary.

• Sales and Order Management: Set up processes for sales representatives to manage orders, track order status, and handle order fulfillment. Integrate with inventory management systems to ensure accurate stock levels. Used Agile Methodology for the Business reports and Dashboards.

• Lead solution design efforts based on requirements from core stakeholders.

• Support software releases by developing and testing in lower environments alongside the project team and deploying work into the production environment.

• Identify unused or under-utilized platform features and create enhancement ideas to align with core business goals.

• Experienced Tableau Developer with a demonstrated history of crafting interactive dashboards and visualizations, translating complex data into actionable business insights. Proficient in data analysis and skilled at collaborating with diverse teams to deliver data-driven solutions, driving operational efficiency and revenue growth for the business.

• Developed and implemented a new Tableau dashboard for a retail client, resulting in a 25% increase in sales and a 15% reduction in inventory costs.

• Collaborated with the marketing team to analyze customer data and interest in LLC and identify key trends, leading to a 10% increase in customer retention and a 5% increase in customer satisfaction for insurance.

Company: Meghmani Finchem Limited Aug2017-Aug2023

Role: Salesforce Admin Responsibilities:

• Interacted with various business user groups to gather the requirements for Salesforce.com, Lightning, and CRM implementation.

• Worked on Lightning components, Event registration, handlers, and apex classes for performing logic in the actions.

• Involved in Case Assigned Rules and Custom Validations rules by using Salesforce. Prepared and executed process improvements plans for client solutions.

• Executed dashboard setups and participated in data manipulation.

• Provided data trends identification using Excel and other visualization tools such as, Reports in Salesforce, Tableau.

• Implemented data cleanup processes and analyzed data integrity problems with Data Loader tool in Salesforce.

• Implemented Customer Community Portals for Different Benefit Providers.

• Implemented apex controller to integrate the application with external organizations by using REST API.

• Debug Apex scripts using Debug Logs and System Log Console to catch Exceptions and execute Governors and Limits. Salesforce Admin with Service Cloud, Sales Cloud and Marketing Cloud. Using Apex Data Loader mapped data sources and loaded data into the Application.

Projects:

• Corporate Seminar Projects: Tools Used: Created Corporate Seminar App, Corporate Seminar registration, Cancellations, Email updates, Field updates, Security updates, Workflow automation, Reports, and dashboards.

• Used custom objects and workflows for efficient seminar registration and cancellation processes. This simplified the registration process and made it easier for participants.

• Used declarative features such as validation rules and workflows to automatically update specific fields based on predefined conditions, reducing manual data entry, and ensuring data accuracy.

• Created complex workflows and approval processes to handle a variety of scenarios during seminar administration. To accommodate different types of seminars and their unique requirements, dynamic approval processes were implemented.

• Implemented automated email notifications for seminar participants, providing timely updates on registration status, seminar changes, and event reminders. Inteligok Sales and Service Projects:

• Insightful reports and dashboards were created to provide stakeholders with real-time insights into seminar attendance, feedback, and other critical metrics through HubSpot reports & Dashboards.

• Create comprehensive Tableau reports and interactive dashboards that provide real-time insights into sales and marketing performance, ensuring data visibility and actionable analytics.

• Design and implement an end-to-end sales process automation that includes lead management, opportunity tracking, and sales forecasting. To streamline the entire sales workflow, approval processes, and custom objects.

• Leveraging expertise in HubSpot CRM to ensure efficient lead management and marketing campaign execution.

• Customer Service Enhancement: Improve the customer service experience by implementing a strong case management system. Implement service-level agreements (SLAs), escalation rules, and email-to-case functionality to ensure that customer issues are resolved quickly.

• Reporting and Analytics: Create detailed reports and dashboards to provide key stakeholders with valuable insights into sales performance, customer service metrics, and other critical business data. Customize reports to effectively track KPIs and monitor trends.

• Education Details: Master of Science in Marketing Science at Saint Peter’s University, Jersey City, NJ (2023)

Certifications:

• Certified Salesforce Administrator, Credential ID: 3407355

• HubSpot CRM Admin Certification

• Salesforce Administration course 2022 from Udemy

• Google Analytics for Beginners/Advanced from Google, Google Ads Search Certificate from Google

• Digital Marketing Certification from Udemy

Contact this candidate