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Call Center Financial Services

Location:
Concord, NC
Posted:
February 07, 2024

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Profession Summary

Anindita Das

ad3f7d@r.postjobfree.com/ ad3f7d@r.postjobfree.com 201-***-****

Salesforce Advanced Administrator Certified

LinkedIn: https://www.linkedin.com/in/anindita-das-b73615214/

Over 9+years of Experience in IT industry involving Salesforce Administration. Extensive knowledge of CRM Administrator including analysis, modeling, design, testing and implementation on various domains. With extensive experience working with clients in domains such as Capital Market, Insurance, Manufacturing and Healthcare, I have provided exceptional services to esteemed clients such as Cars.com, CommerceHub, MetLife Insurance, Axa life Insurance, Medtrust. I am proficient in managing all aspects of waterfall, Agile, Scrum, and Kanban methodologies and full range of project support capabilities from analyzing requirement to providing comprehensive support and maintenance services.

.Experience working across various SFDC implementations covering Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud, Call center, Chatter & App - exchange applications. Had experience with Salesforce financial Services Cloud with nCino.

.Had experience on implementation nCino with Salesforce and with Commercial Credit, Commercial Underwriting, Commercial Credit processes.

.Provided training and support to loan officers and underwriters on utilizing Salesforce as a Loan Origination System, ensuring adoption and proficiency in leveraging its features to streamline loan processing and enhance customer experience.

.Worked and supported on Conga, Pardot, Gainsight,NetSuite, DocuSign, PowerBI (non-Salesforce) tools used to Salesforce platform.

.Designed and implemented custom queries to extract Salesforce data into PowerBI, ensuring data accuracy and consistency.

.Implemented and managed Omni-Channel functionality within Salesforce platform, enhancing agent productivity and customer satisfaction by efficiently routing inquiries across various channels such as email, chat, phone, and social media.

.Created interactive and visually appealing dashboards to represent Salesforce KPIs and metrics.

.Familiar with CPQ for Subscription, Billing, Invoicing and can take control of sales process from Quote to Cash. Generated revenue recognition status automatically with CPQ.

.Hands-on experience in DevOps tools. Worked with Copado, Flosum, Autorabit, Prodly.

.Good experience with Configuration and Maintenance on Service Cloud Voice with Amazon Connect and Five9.

.Worked on CPQ pricing using list, cost /mark-up, precent total, block, price rules, calculator plugins, filter rules, system and user discount.

.Good experience with Configuration, Customization, Development and support experience on Salesforce.com Platform.

.Experience working across various SFDC implementations covering Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud, Call center, Chatter & App - exchange applications.

.Conducted user acceptance testing (UAT) to ensure that developed systems satisfied the needs of business clients as specified in the functional requirements.

.Skilled in customizing Salesforce standard objects like Accounts, Leads, Opportunities, Cases and Campaigns along with good expertise in Data Validation, Sales, Marketing, Customer Service and Support Administration

.Strong Implementation and Integration experience using Custom objects, Triggers, workflows/ workflow rules, approvals, SControls, Visual Force Pages, and Apex classes.

.Serve up Glance sessions in the Chatter Feed to keep the company up to the minute on Sales and Support.

.Experience in Salesforce Flows. Worked with Screen flows, Schedule-triggered flows, Autolaunched flows, Record-triggered flows, and Platform Event-triggered flow.

.Knowledge on Salesforce Lightning Process Builder, Lightning UI/UX, app builder and creating Visual Workflows, salesforce support communities and Chatter groups.

.Experience in SFDC implementing Triggers, SOQL, SOSL, Page Layouts, Sharing Rules, SControls and migration tools.

.Expertise on the Salesforce APIs, profiles, and security model while maintaining and configuring development and test instances for internal sandboxes.

.Strong knowledge in Data Model and Data Integration capabilities.

Technical Experience

Salesforce Technologies

Salesforce CRM, Salesforce SFA, Apex Language, Apex Classes/Controllers, Apex Triggers, SOQL, SOSL, Visual Force Pages/Components, Controls, Salesforce Outlook, Apex Web Services, Workflow and Approvals, Dashboards, Analytic Snapshots, Case Management Automation, Custom Objects, Apex Data Loader, Lightning Process Builder

Salesforce Tools

Eclipse, Force.com Eclipse IDE Plug-in, Force.com Explorer, Force.com, Data Loader, Force.com Excel Connector, Force.com Platform,GitLab,GitHub.

Databases

MS SQL Server, PL/SQL, Oracle, MS Access and MySQL

Languages

Apex, Java, Java Script, Action Script, UML, HTML, XML, XHTML, DHTML, SQL, VB Script

Documentation Tools

MS Office, MS Visio Pro. Photoshop pro.

Operating Systems

Windows Variants, UNIX/LINUX, MAC OS

Certifications:

Certified Salesforce Advanced Administrator.

Certified Salesforce Administrator.

Professional Experience

Cars.com, Riverside Plaza, Chicago

Salesforce Admin /CPQ Consultant /Salesforce Production Support

September 2022- Present

Cars.com is a leading digital marketplace and solutions provider for the automotive industry that connects car shoppers with sellers. Launched in 1998 and headquartered in Chicago, the Company empowers shoppers with the data, resources and digital tools needed to make informed buying decisions and seamlessly connect with automotive retailers.Cars.com invented car search.

Cars.com has an award-winning brand, leadership team, and the best and brightest employees in the industry.

Responsibilities:

Daily administration and support of Salesforce, including configuration updates to Security, Sharing Rules, Profiles, Roles Custom & Standard Objects, Fields, Record Types, Page Layouts, Workflow Rules, Process Builder, Reports/Dashboards and Validation Rules.

Had worked on L2 and L3 production support for resolving incidents with SLA defined and involved in administrating configuration for applications extensively for 1500 Salesforce user.

Created test scenarios on Sandbox Environment, created packages and moved it between Sandboxes and Production environments to place final implementations.

Worked in Salesforce Sales Cloud/Service Cloud configuration for Acquisitions sales & service process flow.

Implemented scheduled data refreshes to ensure that PowerBI reports consistently reflected the latest information from Salesforce.

Led the integration of PowerBI into the Salesforce environment, enabling seamless data visualization for sales and marketing teams.

Good experience with Configuration and Maintenance on Service Cloud Voice with Amazon Connect.

Worked with Salesforce support ticket on Amazone connect for Voice Conversation, Digital Channel, and CRM data in real time.

Resolved multiple incidents on nCino, which are relates to Product Package, Loans, Relationship.

Conducted regular audits and compliance checks of the Loan Origination System configuration in Salesforce, identifying areas for improvement and implementing enhancements to meet evolving business needs and regulatory standards.

Relate Glance Events with Salesforce objects and pull data from Glance servers and Schedule future sessions from Accounts, Contacts, Leads, Cases, and Campaigns.

Created Page Layouts, search layouts to organize fields, Custom Links, Related lists, and other components on a record detail and edit pages.

Hands-on experience on Conga for consistently preparing customized client documentation in user preferred format and pre-populate a range of documents by drawing on existing data in Salesforce.

Conducted targeted training sessions to enhance team capabilities and ensure proficiency in utilizing Omni-Channel features for optimal customer service delivery.

Coordinated with business user and pricing team to gather requirement for CPQ implementation.

Worked on CPQ pricing using list, cost /mark-up, precent total, block, price rules, calculator plugins, filter rules, system and user discount.

Worked with salesforce Quote to cash functionality such as Opportunities, Product configurations, Product rules, Price rules, Quotes, Orders and Contracts, Lead to-Cash business processes.

Worked with Screen flows, Schedule-triggered flows, Auto launched flows, Record-triggered flows, and Platform Event-triggered flow.

Responsible for Code Review and Salesforce UI Testing.

Worked on Salesforce Integration and Implementation project as QA, to transformed WSDL files for extracting the data from the applications by using Web Services.

Involved in the Data Transformation and Data Cleansing activities while transferring the data from the external system into Salesforce.com using Apex Data Loader.

Developed Workflow Rules, Assignment rules, Escalation rules to enable proper routing of cases to the case team members.

Designed junction objects and implemented various advanced fields like Pick list, Custom Formula Fields, Field Dependencies, Validation Rules, Workflows, Sharing rules and Approval Processes for Automated Alerts, Field Updates, and Email Generation according to application requirements.

Created various Standard and Custom Reports / Dashboards (Summary Reports, Matrix Reports, Pie Charts, Dashboards, and Graphics) and Report Folders to assist managers to better utilize Salesforce.com as a sales tool and configured various Reports and for different User Profiles.

Provided post-implementation support to assist end users in Creating Reports, Dashboards and certain Administration tasks including creating and maintaining User Profiles and Privileges.

Implemented Web to Case, and Web to Leads, Email to Case functionalities to provide a better customer support to the customers.

Created Users, Roles, Public groups and implemented Role Hierarchies, Sharing Rules and Record Level Permissions to provide shared access among users.

CommerceHub, Albany, NY

Salesforce Admin / Business Analyst /QA

April 2022- September -2022

CommerceHub is a leading cloud-based e-commerce technology platform that helps retailers and brands expand their product assortments, promote and sell products on digital channels, and deliver products to customers rapidly at minimum cost.

CommerceHub brings together all sources of supply, demand and delivery into its integrated platform,

enabling enterprise ecommerce businesses to grow revenues and improve the customer’s experience and satisfaction. The platform connects over 9000 brands and suppliers with the top retailers in North America, helping them exchange product, pricing, inventory and order data efficiently. Some leading CommerceHub clients include Walmart, Costco, JC Penney, QVC, Best Buy, Toys’R’Us, Walgreens, Staples, Dell, GE and Whirlpool.

Responsibilities:

Implemented the Salesforce.com application using Agile, Scrum Methodology that involves the iterative Development Methodology.

Daily administration and support of Salesforce, including configuration updates to Security, Sharing Rules, Profiles, Roles Custom & Standard Objects, Fields, Record Types, Page Layouts, Workflow Rules, Process Builder, Reports/Dashboards and Validation Rules.

Interacted with various business user groups for gathering the requirements for Salesforce.com implementation and documented the Business and Software Requirements.

Worked in Salesforce Sales Cloud/Service Cloud configuration for Acquisitions sales & service process flow.

Integrate Glance session data with SFDC to help sales pros make the greatest impact on every call throughout the sales cycle.

Hands-on experience on Copado 2nd generation capabilities. Such as special handling of specific metadata, environment variables or global find and replace rules.

Worked with Business System Analyst to provide recommendation and designed the Best Solutions for implementing new business ideas.

Worked with Foreign Language Translation on onboarding emails (Italian and German). Created all Custom Labels, Locale Picklist value, Locale Formal Text and configured translation workbench.

Collaborated with Salesforce administrators to enhance data quality and integrity for improved PowerBI reporting.

Spearheaded the integration of PowerBI with Salesforce, providing real-time dashboards and reports for key stakeholders.

Implemented dynamic filtering in PowerBI, allowing users to interactively explore Salesforce data within reports.

Implemented automated workflows and assignment rules within Omni-Channel to efficiently distribute incoming inquiries among agents based on skillset, availability, and workload, optimizing resource utilization and reducing handling times.

Good experience with Configuration and Maintenance on Service Cloud Voice with Five9.

Worked with Salesforce support ticket on Five9.

Experience in CPQ business processes. Gain sufficient knowledge of current automations of CPQ processes end-to-end, including all integrated solutions and complemented with manual steps.

Worked with Pardot and Gainsight integration project as Business analyst and was responsible for functional setup.

Collaborated with Business Analyst on recommending and designing the best Solutions for implementing new business ideas including nCino.

Integrated Salesforce with third-party credit bureaus, document management systems, and mortgage pricing engines to facilitate seamless data exchange and decision-making throughout the loan origination System lifecycle.

Hands on Experience in Business process and good knowledge of Customization in Custom Objects, Standard Objects like Accounts, Contacts, Opportunities, Cases, Leads, Campaigns, Orders, Forecasting, Reports and Dashboards.

Worked with Screen flows, Schedule-triggered flows, Auto launched flows, Record-triggered flows, and Platform Event-triggered flow.

Implemented Single Sign-On(SSO) using Federated Authentication.

Responsible for Code Review and Salesforce UI Testing.

Worked on Salesforce Integration and Implementation project as QA, to transformed WSDL files for extracting the data from the applications by using Web Services.

Involved in the Data Transformation and Data Cleansing activities while transferring the data from the external system into Salesforce.com using Apex Data Loader.

Created test scenarios on Sandbox Environment, created packages and moved it between Sandboxes and Production environments to place final implementations.

Hands-on experience on Conga for preparing customized client documentation.

Responsible for UX design, diagram and BDD,FDD and TDD for business need.

Created a Workflow Rules with email notification and using internal email templates for different status of task.

Designed junction objects and implemented various advanced fields like Pick list, Custom Formula Fields, Field Dependencies, Validation Rules, Workflows, Sharing rules and Approval Processes for Automated Alerts, Field Updates, and Email Generation according to application requirements.

Involved in Creating Users, Roles, Profiles and Field Level Security Settings and Configured the Permissions based on the Organizational Hierarchy Requirements.

Responsible for monitoring four batch process which integrated with salesforce.

Sonatype, Fulton, MD

Salesforce Consultant / Salesforce Developer

Sept 2020 – April 2022

Responsibilities:

.Worked with Business System Analyst to provide recommendation and designed the Best Solutions for implementing new business ideas.

.Created many Lightning Components and server-side controllers to meet the business requirements.

.Worked in migrating the standard and custom objects in standard experience to lightning experience.

.Worked in aura framework, Lightning Components and Salesforce Lightning Design System (SLDS).

.Created many Lightning Components and server-side controllers to meet the business requirements.

.Used Lightning framework to integrate with legacy systems like Microsoft.

.Maintained custom Omni-Channel routing configurations to accommodate evolving business needs and changing customer engagement patterns, resulting in improved response times and customer satisfaction scores.

.Hands-on experience on release management solution with deployments from version control using continuous integration, automate testing with Copado.

.Development, implementation and update focusing on Sales cloud and Service cloud.

.Experience in Development, implementation Community cloud. Worked in Knowledge article organized by topic. An online chat buttons, Live chat, Create case from experience, post question in discussion group, Customizable branding Image.

.Enhanced Apex Class and Visual Force Page to create a custom Related List, showing activities for selected contacts or clients.

.Customized Chatter objects and tabs to view progress and discussion on business process.

.Visualforce Pages using Standard Controllers, Custom Controllers, Extension Controllers & Web Services API. Creating a new User Interface using JavaScript, HTML and CSS in Visual Force Pages.

.Created Page Layouts to organize Fields, Custom Links, Related Lists & other Components on Record Pages.

.Used SOQL & SOSL for data manipulation needs of the application using platform database objects.

Carolina Caring, Newton, NC

Salesforce Consultant/ Salesforce Developer Jan 2019 – Aug 2020

Responsibilities:

.Experience in working across various SFDC implementations covering in Health Cloud and Experience Cloud.

.Created various profiles, and configured the permissions based on the Organizational Hierarchy.

.Worked on various Salesforce.com Standard objects like Accounts, opportunities, Contact, Leads, Events, Tasks, Cases, Reports and Dashboards

.Worked with Lead management, Account Management, and Opportunity Management

.Created profiles, given permissions to role Hierarchies, OWD and permission sets.

.Deployed and developed custom business logic using the Apex classes, Triggers, Objects, Components, Visualforce Pages from Sandbox to Production Environments.

.Developed Visualforce Components like Page block, Command Buttons, Action Support, Action Function

.Reviewed the Business requirements of the project and interaction with client and project team members including Gap Analysis.

.Designed and Developed Custom Objects, Custom Tabs, Page Layouts, Entity-Relationship Data model, validation rules, workflow Rules, Email Alerts, Auto Response Rules.

.Created Formula fields, Cross Object formulas, Roll-up Summary fields and Dependent pick lists

.Created Queues, Public Groups and Email Templates.

.Created Test Scenarios and Cases on Sandbox Environment, created packages and moved to Production Environment.

.Experience in Experience Cloud, communicate project status and escalate issues to management and provide feedback for important technical publications procedures, standards and methodologies.

MedTrust, Hanahan, SC

Salesforce Consultant / Salesforce Developer Oct 2016 – Dec 2018

Responsibilities:

.Involved in Business requirement meetings like gathering information for the IT team and also analyzing the information provided by Business.

.Good experience with Configuration, Customization, Development and Support experience on Health Cloud.

.Prepared various test cases to test the functionality of the code in accordance with the governor’s limits.

.Involved in documentation review cycles for the project and assigned review tasks to the project team. Follow-up with reviews to see them through to completion.

.Created and managed users, roles, public groups and implemented additional role hierarchies, sharing rules and record level permissions to manage sharing access among different users.

.Worked on various salesforce.com standard objects like Accounts, Contacts, Leads, Campaigns, Opportunities, Quotes, Activities, Dashboards and Reports.

.Working with Operations Manager and users to determine business requirements, provide administrative support and design/implement solutions in Salesforce.com CRM.

.Experience in working across various SFDC implementations covering in Community Cloud.

.Defining Custom Formulas and creating Validation Rules to suit the needs of the data model and ensure data quality.

.Customized page layouts for Opportunity, Contacts and Accounts depending upon user roles and groups.

.Used Data Loader for insert, update and bulk import or export of data from Salesforce.com objects. Used it to read, extract and load data from CSV files.

Dunrite Instruments Co., Inc. Virginia

Business Analyst / Salesforce Administrator Sep 2012 – June 2014

Responsibilities:

.Designed and Implemented Custom Objects, Custom Fields, Custom Tabs, Page Layouts, Validation Rules, Workflow Rules, Auto-Response Rules, Page layouts, Pick List, Formula Fields, Record Types, Assignment Rules, List Views, Custom Reports & Dashboards as per the Business needs.

.Generated Reports and Dashboards and also customized various Dashboards to track usage for productivity and performance of Business Centers and their Sales Teams.

.Worked on CPQ pricing using list, cost /mark-up, precent total, block, price rules, calculator plugins, filter rules, system and user discount.

.Developed Channels which are used to consider Email-To- Case or On-Demand Email-To-Case.

.Designed Validation Rules along with Roll-Up Summary Fields to maintain data quantity and data consistency.

.Involved in Creating Users, Roles, Profiles and Field Level Security Settings and Configured the Permissions based on the Organizational Hierarchy Requirements.

.Created Custom Objects and defined Lookup and Master-Detail Relationship on the objects and created Junction Objects to establish Many-to-Many Relationship among Objects.

.Created and Managed Users, Profiles, Roles and Permission Sets in Salesforce.

Srijan Realty LTD Kolkata

Business Analyst / Customer Relationship Management Consultant June 2011 – Jan 2012

Responsibilities:

.Worked and managed CRM application for the company.

.Worked as admin for the CRM application and was responsible for the critical changes on the site information.

.Leading the team of 12 members at site office.

.Responsible for Admin control, Customer care & team-management.

.Strict adherence to sales process.

.Responsible for identifying needs of the customer and providing solution of their queries.

.Responsible for collection of reports from my team members & sending the consolidated report to high management after proper quality check & audit.

.I have also played the role of Relationship Manager, where I have created & maintained various web pages.

MetLife India Insurance co. Ltd, Kolkata

CRM Consultant/ Business Analyst / QA Oct 2010 – May 2011

Responsibilities:

.Worked and managed Customer relationship management & Sales application of the organization.

.Worked as agency development Manager for the organization.

.Strict adherence to sales & Marketing process.

.Responsible for identifying need of the customer and providing solution oriented financial planning assistance.

.To continuously review performance of own team of Financial Consultants and improve their productivity on an ongoing basis.

.To provide excellent customer service in terms of renewals and deliveries.

BHARTI AXA LIFE INSURANCE CO. LTD, Kolkata

CRM Consultant / Business Analyst May 2009 – Sep 2010

Responsibilities:

.Supported marketing and sales lead generation reporting account management and conversion tools.

.Trained and monitored users and IT in use of the new systems.

.Prepared daily and weekly reports detailing proceedings of projects and where adjustments may be needed.

.Coordinated efforts to see that existing customer learn of new schemes launched products and new features.

.Provided documentation to address marketing failures and successes and the factors that impacted on both.

.Managed analysis sessions concerning life cycles.

.To provide excellent customer service in terms of renewals and deliveries.



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