Business Analyst Salesforce Cpq
Resume:
Aisha Parveen
Salesforce Certified Business Analyst
3X Salesforce Certified, 2X Ranger, 147 Badges, 193575 Points in Salesforce Trails
Email : *******************@*****.***
PROFESSIONAL SUMMARY
5+ years of experience in technology space in various roles ranging from Client Engagement Management to Consulting
2+ years of experience in salesforce CPQ and Billing consulting and program delivery
Proficient in Salesforce CPQ + Billing, Sales Cloud, Service Cloud
Skillful in analyzing customer business process and designing Product Structure such as product definition, bundling needs, pricing, discounting, automation etc.
Understanding and designing the customer contracting lifecycle through net new, renewals amendments, cancellations and subsequent Billing and Invoice management
Familiar with the project tools such as Gitlab, Copado and JIRA software.
along with ease of implementation in complex document generation use cases with Conga and DocuSign
resolved potential risk and issues
Executing test plans against all development phases
Knowledge on UAT, Sanity & Regression testing.
Implementation of Security and Sharing rules at object, field, and record level for different users at different levels of organization. Also created various profiles and configured the permissions based on the organizational hierarchy.
Creation of the Validation Rules, Approval Process, workflows for Email Alerts.
Working on various salesforce.com standard objects like Accounts, Contacts, Leads, Opportunities, Dashboards and Reports.
Managing User creation, Roles and Profiles. .
Experience:
Salesforce CPQ Business Analyst Cloudely India Pvt Ltd (5th Sep’22 – Present)
Client: Novanta
Responsibilities:
Worked with native Salesforce quote to cash functionality such as Opportunities, Product configurations, Product rules, Price rules, Quotes, Orders and contracts.
Worked with various salesforce.com standard objects as well as custom objects.
Good understanding of salesforce environments (Sandboxes, Test Sandboxes, Partial copy Sandboxes).
Hands-on experience on Reports and Dashboards.
Working experience on Permission Sets, Sharing Model, Roles, Profiles, OWD.
Discover and Design Product structure, bundles, discounts, and pricing to work with Salesforce CPQ
Experience working in different phases of software development life cycle including Discovery Phase, Scoping Phase, functional analysis development of technical requirements, testing, deployment and support.
Production Support during Hyper care Period, Bug fixes, testing and deploying to higher environments.
Experience:
Salesforce CPQ & Billing Consultant Proxforce (27th Sep’21 – 22nd Agu’22)
Client : Fontevca
Description:
Fonteva is Product Based Company. Fonteva work to meet Their Clients business needs with configuration and Customization. This ensures that all Their customers remain on the latest version of the software with no downtime during upgrades. Fonteva works with Salesforce as an ISV partner to create a customized solution for membership organizations which bundles in all the strengths of the world’s leading CRM platform, Salesforce App Cloud.
Responsibilities:
Integrate existing Salesforce CPQ + Billing and customized to meet client’s needs
Designing and Delivery of integration of Project Management tool with Salesforce Billing to facilitate usage-based customer billing
Invoice object renamed as sales order
Invoice line object renamed as sales order line
changed master details relationships to lookups
Community UI screen changed from Visual force pages to Lighting components
added new Feature ROE as part of winter 21 upgrade (With ROE staff user can purchase items behalf of the user) with some basic information
Email triggering
Experience:
Business Analyst Aarav web technology (3rd Jun’19 – 24th Sep’21)
Client: IRM
Description: IRM is a global business dedicated to storing, protecting, and managing, information and assets. Organizations across the globe trust IRM to store and protect information and assets. Thousands of local enterprises work with IRM, as does almost all of the FORTUNE 1000. From critical business information to geological samples, works of fine art to original recordings of treasured artists.
Responsibilities:
Working with native Salesforce quote to cash functionality such as Opportunities, Product configurations, Product rules, Price rules, Quotes, Orders and contracts.
Working knowledge of product configuration, pricing set up, defining product bundle structures, constraint rules and options.
Worked on Salesforce CPQ pricing methods, cost/markup, percent of Total, block, pricing rules, calculator plugins, volume based discounts, and customer discounts.
Defined Org wide defaults to restrict access from users and Sharing Rules to provide access for limited users.
Customized page layouts for Standard/Custom object and assigned Record Types. Worked with various salesforce.com Standard objects like Accounts, Contacts, Opportunities, Products, Price books and Quotes.
Configured Product Rules for better user experience as per business needs
Configured Price Rules to fetch the prices from custom data table
Configured Approval Rules to enable approval process
Configured Quote templates to populate the correct template as per Quote status
Created custom objects, Page layouts, Custom tabs
Configuring Page Layouts, Record Types, Lightning pages, process builder and Flows where needed
Experience:
Business Consultant Manage My Talent (24th Apr’13 – 31th May ‘19)
Responsibilities
Responsible for managing team onboarding and development activities such as running our proprietary Train to Hire Corporate program
Participate in Pre-Sales activities such as Discovery, Scoping and Budgeting, Resourcing, and Delivery Planning
Act as a Consultant on various projects related to Salesforce CPQ + Billing, Sales, Service, Community Cloud and ensure smooth delivery
Expertise in implementation in complex document generation use cases with Conga and DocuSign
Knowledge of Billing integration for Avalara Taxation
Prepare documentations throughout the project life cycle such as Business Requirement Document, Functional Specification, Solution Design Document, UAT Training Guides etc.
Did Product design for both CPQ and Billing for the Project Types provided by the firm.
Built both CPQ and Billing configuration and Implementation for Professional Services firm. Identified Products and designed the structure to fit the business use case.
Setup Billing models such as recurring billing, milestone billing and also usage-based billing for the Business
Setting up Legal entities, Finance books, Finance Periods. Creating Billing Rule, Tax Rule, Rev Rec Rule and respective treatments.
Analyzing existing org and prepare changes required for new Org
Requirement gathering and providing solution
Convert Salesforce Classic components (VF, Custom Button etc.) to Lighting
Ownership of lightning component deployment
Production Support
Update the Automation with business requirements
Created new fields, picklists, permission sets, Junction Objects, formula fileds, Master-detail relationships, flows,
Adding standard lightning components to the existing lightning page and labelling it, adjusting the layout of the component, and adding the required functionality to it.
Salesforce CPQ Specialist with a deep understanding of Salesforce Sales Cloud and Service Cloud.
Customized Salesforce CPQ to meet specific business needs, including configuring product bundles, pricing rules, and discount structures.
Integrated Salesforce CPQ with External System, enabling real-time product and pricing data synchronization.
Experience:
Recruitment Consultant Adecco India Pvt Ltd (30th Dec’11 – 1st May’12)
Responsibilities:
Managing end to end IT & Non-IT recruitment process for all levels for both temps and perms staffing for our various clients
Frequently attending job and college career fairs to interview and attract potential employees to an organization.
Doing onboarding and other joining formalities, making the candidate fill HRIS form.
Taking care of the Joining formalities and Induction process.
Ensure all employees undergo the induction program on the date of joining and are introduced to the HR policies and processes, intranet & performance management system
Experience:
IT Recruiter Zain Placement Consultancy (1st June’09-24th Dec’11)
Responsible for full life cycle of recruitment Management of HR.
Screening, testing and assessing potential candidates for contract/contract to hire/fulltime position.
Handling requirements of reputed clients like AEGON LIFE, HDFC LIFE INSURANCE, MAX LIFE…
Preparing Final settlements, Gratuity, leave salary and all employee benefits.
Compilation & processing of attendance data in attendance system.
Processing monthly attendance musters for trainees& officers.
Celebrations - Diwali, Ganpati Festival, and other company events
Effectively managing welfare measures, management - employee get together, picnics & parties.
Developing employee engagement programs like Initiated and administered a welcome-mail policy to all new joiners, Initiated regular Birthday mailers & celebration policy.
Education:
Master of Business Administration
Specialized in HRM&Finance at Shadan School of Business Management, India
Certifications & Badges:
Salesforce Certified Administrator
Salesforce Certified Business Analyst
Salesforce Certified CPQ Specialist
Billing Super Badge
Advanced Billing Super Badge
Salesforce Ranger Rank
145 + badges in salesforce
Awards and Achievements:
Gold Medalist in bachelor’s degree at Andhra University. A.P, India.
Gold Medalist in Board of intermediate. A.P, India.
Recipient of Pratibha Award at Province level.
Won Ist prize in College Debate Competition
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