Saad Bin Mehmood

ad4qxx@r.postjobfree.com

571-***-****

SUMMARY:

•Over 12 years of professional experience working in different organizations including banking, finance, Project Management & IT.

•More than seven years of professional experience in CRM, analysis, design and development of Business Applications with Salesforce CRM as the focus area.

•Strong Knowledge in Salesforce Customization, Integration, Security Access, Flows, Data Validation, Data Utilities, Designing, Analytics, Sales, Customer Service and Support Administration.

•Experience in SFDC customization of reports and dashboards.

•Experience with data migration and updates through the tool app exchange Data Loader, Work bench, Copado is Salesforce.com platform.

•Expertise in Administration, Configuration, Customization, Development, Integration and support on Salesforce.com Platform.

•Strong Knowledge in AppExchange Applications for integrating with Third Party Applications.

•Expertise in analyzing and documenting the workflows and functionality of existing systems.

•Experience in the complete life cycle of project development (SDLC)

•Aspiring seasonal project manager skilled in guiding team to on-time, budget-conscious project completion through clear communication. Proficient in analyzing needs, designing solutions, and maximizing ROI for enhanced efficiency.

Salesforce Administrator

Inotiv, Inc, Remote Sep 2022 to Present

Responsibilities:

•Dynamic Salesforce Administrator proactively delivered unwavering support, guaranteeing peak performance and efficiency of the Salesforce platform.

•Orchestrated all-encompassing project mastery from inception to execution, showcasing prowess in meticulous Salesforce administration.

•Led multiple end-to-end Salesforce implementation projects, ensuring on-time delivery and budget adherence.

•Customized Salesforce solutions through object, field, flows, and automation configuration to streamline operations.

•Supervised and ensured seamless integrations between Salesforce and third-party systems, enhancing data flow and business intelligence.

•Drive Salesforce release cycles, ensuring smooth deployments and minimizing business impact. Coordinate cross-functional teams, implement release processes, and facilitate user adoption for optimized Salesforce performance.

•Developed and delivered user training programs to drive Salesforce adoption and maximize productivity.

•Proactively identified opportunities for system optimization and scalability enhancements.

•Proficient in Agile and Waterfall methodologies, stakeholder engagement, Project life cycle, SWOT Analysis and Risk Management.

•Crafted and curated pivotal elements: permission sets, profiles, validation rules, and robust flows for maximum impact.

•Innovatively designed and maintained a comprehensive configuration workbook.

•Championed seamless data migration using cutting-edge tools such as Workbench, Data Loader, Copado and other advanced technologies.

Collaborated with business analysts, project managers, and development teams to ensure successful project delivery.

Created and customized Conga Composer templates for generating professional and accurate documents, such as quotes, contracts, and proposals, reducing manual effort and ensuring consistency.

Environment: Saleforce.com Lightning platform, Data Loader, Workbench, Copado, Import Wizard, Scrum, Service Cloud, Release Management, ServiceNow, Project Management Methodologies (Agile, Waterfall).

Salesforce Administrator

Ameris Bank, Remote Jan 2022 to Sep 2022

Responsibilities:

•Provide comprehensive support to Salesforce and nCino user base, addressing day-to-day activities encompassing configuration, maintenance, and platform enhancements.

•Identify, diagnose, and resolve end user issues promptly and courteously, ensuring effective problem resolution.

•Design, document, test, and deploy enhancements across custom objects, page layouts, flows, reports, dashboards, and processes, aiming for continuous improvement in data quality and process integrity.

•Play a pivotal role in data testing, maintenance, and integrity, conducting audits, diagnosing issues, and executing bulk data imports to uphold data accuracy.

•Environment: Saleforce.com Lightning platform, Data Loader, Import Wizard, Scrum, Service Cloud, Microsoft 365, Copado, Change Management, Release Management, Marketo, Salesforce Inspector, Salesforce DevTools.

Salesforce Administrator

Navy Federal Credit Union, Vienna, VA July 2018 – Jan 2022

Responsibilities:

•Develop flows rules and define related tasks, time triggered tasks, email alerts, field update to implement business logic.

•Design and deploy Custom tabs, validation rules, Approval Processes and Auto-Response for automating business logic.

•Design, develop, deploy page layout, components, custom objects, custom tabs, visual force pages to reach the needs of organizations.

•Provided end-user training and support to sales teams, equipping them with the necessary skills to utilize Conga Composer effectively.

•Collaborated with cross-functional teams, including sales, finance, and legal, to define pricing strategies, optimize pricing models, and ensure accurate quoting and pricing for complex products and services.

•Use field level security along with page layouts to manage access to certain fields.

•Building the security model for the organization using Security, Roles, Field Accessibility, Organization Wide Default Settings, Profiles, Field Level Security, Permission Sets, and Sharing Settings.

•Created users, roles, public groups and implemented role hierarchies, sharing rules and record level permission to provide shared access among different users.

•Develop several Custom Reports & Dashboards to better assist managers and report folders to provide report accessibility to appropriate personnel.

•Data migration using Data Loader.

•Employed Data Loader to read, extract, and load data from CSV files.

•Environment: Saleforce.com Lightning platform Salesforce Service Cloud, Salesforce Financial Cloud, Data Loader, Import Wizard, Salesforce Inspector.

Salesforce Administrator

Y&M LLC, Remote July 2016 – July 2018

Responsibilities:

•Helped local business to maintain salesforce, license management, including new user setup/deactivation, roles, profiles, permissions, and public groups.

•Identify and gather requirements from users and stakeholders

•Support team members and monitor user adoption of Salesforce tools in our organization

• Provide ongoing user training and create training materials as needed

•Create and manage Reports and Dashboard for local business.

•Environment: Salesforce Lightning platform, Data Loader, Import Wizard, Service Cloud, Sales Cloud.

Microsoft Products:

Windows 10,11, Word, Excel, PowerPoint, Outlook, SQL server reporting service, PowerShell, Microsoft 360.

Major Projects & Skills:

CTI Integration with Salesforce (Cisco, Amazon, Noble Systems)

Conga Composer Document Automation Implementation

Data Mapping and Migration

New Releases and Deployments

Project Management Implementation and Customization in Salesforce Platform.

Stakeholder Engagement and Communication

Change Management and User Adoption

Risk Management and Conflict Resolution

Professional Certifications:

Professional Project Management Certified (PMP)

6x Salesforce Certified (Associate, Administrator, Advance Administrator, Business Analyst, AI Associate)

Copado Certified Fundamentals

nCino 101 Certified

Professional Scrum Master

Microsoft 365 Certified: Modern Desktop Administrator

CompTIA A+ & Network +

Salesforce Trailheads

An Expeditioner with 61+ Badges & 35K+ Points (Including Admin Beginner, Intermediate, Advance Trailheads completed)

Education:

MBA (Banking & Finance) Institute of Management Sciences, Pakistan 2013

B. Com (IT & Finance) University of Peshawar, Pakistan 2010

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