Santoshi Vutkuri

ad42zx@r.postjobfree.com

561-***-****

• 5+ years of professional experience in Salesforce admin, designing, development, maintenance, Reporting and data analyzing and visualization.

• Extensive Salesforce admin experience in Salesforce CPQ (Configure, Pricing and Quoting), Conga CLM (Contract Life cycle Management), X-author, SAP, Azure DevOps, Flosum, ServiceNow.

• Solid understanding on Data visualization, Data modelling tools Power BI, Tableau, Alteryx including design, development, testing and troubleshooting.

• Hands on experience in configuring the Workflow rules, Validation Rules, Page layouts, Flows, Pricing rules, Discounts and Approval Processes.

• Extensive knowledge in working with Data Loader and Workbench to insert, update, Export and deleting the bulk data.

• Proven track record of managing effective Deployment Rehearsals and flawless Production Deployments.

• Extensive Knowledge on Creating Templates Pdf’s for Salesforce CPQ and CLM using X-author and HTML for Paper and Click-Thru Documents.

• Strong Experience in Migrating the Data reports from Tableau to Power BI and embedding the Power BI and Tableau links to Salesforce object Page Layout's for dynamic reporting to interact with data.

• Strong hands-on experience in Salesforce Enhancements like, creating Profiles, Queues, Public Groups, Sharing Rules, Cases, Users, Permission Sets.

• Proficient in RDBMS concepts, writing SQL queries, Stored Procedures and Functions.

• Strong hands-on experience in the software development methodologies to develop complex enterprise projects with rapidly evolving requirements using Agile and Scrum Processes.

• Experienced in using issue tracking tools like JIRA and collaboration tools like SharePoint, Confluence.

SKILLS

• Salesforce Admin • CPQ • CLM • X-Author

• HTML • Data Loader • Workbench • Power BI

• Tableau • Alteryx • Azure Devopps • Flosum

EDUCATION

MBA - Master of Business Administration May 2016

Osmania University, Hyderabad, India

Bachelor of Technology in Aeronautical Engineering May 2013 Jawaharlal Nehru Technological University, Hyderabad, India CERTIFICATIONS

Microsoft certified Data Analyst Associate – Power BI DA 100 Salesforce Admin certification SCA

Alteryx Foundational Micro Credential certification PROFESSIONAL EXPERIENCE

Revenue Salesforce CPQ /CLM Administrator Jan2023 – Present Salesforce Contract System Analyst (CLM Admin) Feb2021- Jan 2023 CLOUD SOFTWARE GROUP (CITRIX)

• Configured and maintained Salesforce CPQ to meet business requirements, including product configuration, pricing rules, and discount structures.

• Expertise in diversified domains like Configure-Price-Quote, Quote-to-Cash, Contract Management, Revenue Mangement and Billing.

• Developed the Permission sets, Profiles, workflow rules, Record Pages, Approval Processes, Page Layouts and validation rules.

• Implemented and optimized quote templates and Agreement (contract)Templates for Paper and click- Thru pdfs to enhance the accuracy and consistency of customer quotes using the X-author and HTML.

• Collaborated with sales, finance, and operations teams to streamline quote-to-cash processes.

• Conducted user training sessions and provided ongoing support to ensure a smooth adoption of Salesforce CPQ functionalities.

• Developed and maintained KB (Knowledge Base documents) Articles for CPQ processes, configurations, and best practices for reference to easy resolve the Quote issue cases.

• Developed and maintained the health checks for Program Discounts, Pricing rules, Assets and Asset Maintenance Programs to find out and resolved the Quote issues daily.

• Worked on Migrating the Salesforce CPQ reports from Tableau to Power BI.

• Developed the salesforce reports for revenue, sales and Operations to gain insights into the data, track performance, and make informed business decisions.

• Worked on Workbench and Data Loader to manipulate the bulk salesforce data by updating, inserting, exporting and deleting the data based on the requirement.

• Worked as a Level-2 admin to solve the high priority escalated cases related to Discounting and Pricing.

• Collaborated with development and operations teams to streamline CI/CD processes and enhance overall project efficiency using Azure DevOps and Flosum.

• Implemented interactive features in Power BI reports, allowing end-users to explore and analyze data dynamically.

• Designed and implemented visually appealing charts, graphs, and maps in Power BI to convey complex data patterns and trends like forecasting the case’s creation, Quote creation, Case Throughput, Sales Exception Approval rate and Average cases per timeline.

• Maintained and assigned the Conga (Contract Management License) license in the system and monitored the overall usage based on the ServiceNow requests.

• Greate exposure with salesforce objects like Accounts, Contacts, Profiles, Opportunities, Agreements

(Contracts), Templates, Sales Exception, Assets, Products, Quotes (Proposals), Quote line Item, Agreement requests and Program Discounts.

Salesforce Business Analyst Jan 2018 –Dec 2020

Franklin Templeton, Hyderabad, India

• Configured custom objects, fields, workflow rules, validation rules to optimize data management and ensure data integrity.

• Conducted thorough business process analysis to identify areas for improvement and Salesforce implementation opportunities.

• Translated business needs into functional specifications and user stories, ensuring alignment with Salesforce capabilities.

• Collaborated with stakeholders to gather and document detailed business requirements for Salesforce projects.

• Led user acceptance testing (UAT) efforts, ensuring that Salesforce solutions met business expectations.

• Provided end-user training and support to facilitate successful adoption of Salesforce features and enhancements.

• Translated business needs into functional specifications and user stories, ensuring alignment with Salesforce capabilities.

• Maintained comprehensive documentation for system configurations, processes, and best practices.

• Implemented scheduled reports to automate the delivery of key metrics to relevant stakeholders using Power BI.

• Conducted data import/export operations using Data Loader for mass updates and data migration tasks.

• Implemented workflow rules and Process Builder flows to automate business processes and reduce manual tasks.

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