Data Analyst Salesforce Administrator

BHAVITA AGRAWAL

ad5ejs@r.postjobfree.com 732-***-****

PROFESSIONAL SUMMARY

5+ years of experience in Administration, Configuration and Customization, Requirements/Business Analysis, Implementation, data migration of Salesforce CRM.

Evaluate current and future business needs to recommend applicable solutions to improve current systems

Created and maintained detailed systems documentation, release notes, user instructions and procedures.

Excellent knowledge of SDLC methodologies including Waterfall, and Agile/Scrum.

Experienced in using JIRA and RTC for Agile/Scrum development.

Hands on experience to write intermediate SQL queries and to understand technical specifications to ensure proposed solutions meet business requirements

Experience in Implementing both Sales Cloud and Service Cloud application which involved customization of Roles, Profiles, Permission Sets, Sharing Rules, Validation Rules, Workflows, Approval Process, Data Import using Data Loader, Reports and Dashboards.

Hands on working knowledge word, Excel and its various features like V-Lookup, Formulas and Pivot Tables.

Academic Qualification:

Degree: Diploma in Business Management

Institute: Bharatiya Vidya Bhavan, Baroda

Year: April 2006

Degree: M.Com (Business Economics)

University: Maharaja SayajiRao University (M.S.U.), Baroda

Year: April 2005

Degree: B.Com (Advanced Accounting & Auditing)

University: Maharaja SayajiRao University (M.S.U.), Baroda

Year: April 2001

Certification:

Salesforce Certified Admin ADM 201(17852599)

Pursuing Platform App builder and service cloud certification

TECHNICAL SKILLS

Salesforce.com CRM

Workflows, Approvals, Email Templates, Formulas, Validation Rules, AppExchange, GitHub, Salesforce.com, Data Loader, Roles & Profiles, Lightening Components, Sales Cloud, Service Cloud

Business Analyst

Data Analysis, Requirement gathering, Excel, Word,HP ALM,JIRA

WORK HISTORY

Salesforce Data Analyst March 2020 –Till Date

Momentum Resource Solutions for Race Forward - New York, NY

In 2017, Race Forward united with the Center for Social Inclusion. Founded in 1981, Race Forward brings systemic analysis and an innovative approach to complex race issues to help people take effective action toward racial equity. Founded in 2002, the Center for Social Inclusion catalyzed community, government, and other institutions to dismantle structural racial inequity and create equitable outcomes for all. Race Forward is home to the Government Alliance on Race and Equity (GARE), a national network of local government working to achieve racial equity and advance opportunities for all. Race Forward publishes the daily news site Colorlines and presents Facing Race, the country’s largest multiracial conference on racial justice.

Enter all the company information into appropriate templates and prioritize their work in a fast-paced environment.

Check for accuracy and be able to turn around quickly

Maintain spreadsheets and check to ensure accuracy

Create appropriate paper work and send to customers and others in company

Maintain a clear understanding of processing requirements

Communicates in a warm and empathetic manner.

Gathers all necessary information to update the database.

Put all the data from a variety of sources accurately.

Escalates issues to senior levels, based on complaints or concerns.

Explains company policies to customers.

Responsible for the end-to-end resolution of customer issues.

Complies with all policies and standards.

Maintain a quality control of completed jobs and keep the record of wok performed.

Guide and help the customer to the best solution for their issues.

Ability to deal with tight deadlines and ever-changing requirements

Perform other administrative duties including filing, copying and generate reports.

Salesforce Data Analyst Nov 2019 – February 2020

New Jersey Performing Arts Center (NJPAC) – Newark, New Jersey

The New Jersey Performing Arts Center (NJPAC), in downtown Newark, New Jersey, United States, is one of the largest performing arts centers in the United States. Home to the New Jersey Symphony Orchestra (NJSO), more than nine million visitors (including more than one million children) have visited the center since it opened in October 1997 on the site of the former Military Park Hotel.

Process daily financial gifts via online donations, ticket buyer upsells, checks, credit cards or pledges.

Keeping the development and finance staff up to date on the latest donations, event registrations, donor memberships.

Generate thank-you letters, invoices, reconciliation reports, mailing lists and donor recognition lists as needed

Ensuring all records in Salesforce including Opportunities, Accounts, Donations, membership and Contacts are up-to-date.

Reconcile the excel files and Salesforce records to make sure both match with each other

Identify missing entries by running various salesforce reports and update them accordingly.

Performed basic administration, de-duping and clean up procedures.

Salesforce Data Analyst, Jan. 2019 – Oct 2019

Consultant at Charter Communications – New York, NY

Charter Communication is the largest cable/internet service provider in New York City. Charter’s Salesforce instance is integrated with Oracle CPQ to provide accurate quote to its customers by allowing the sales rep to manage Accounts, Opportunities, configure multiple products, offers, discount and term.

Collect and enter data into databases and maintain accurate records.

Accurately enter data from a variety of sources.

Review and inspect work to assure compliance with job instructions, layouts, and other procedural instructions.

Selection, coding and interpretation of data.

Ensure quality control of completed jobs.

Assist in maintaining production in accordance with established schedules and priorities.

Perform record keeping of work performed.

Comply with data integrity and security policies.

Strong computer skills

· Enter data into company’s computer system

· Check for accuracy and be able to turn around quickly

· Maintain spreadsheets and check to ensure accuracy

· Maintain a clear understanding of processing requirements

· Create appropriate paper work and send to customers and others in company

· Answer main line phone calls and transfer calls

· Perform other administrative duties including filing and copying

To qualify for this position the ideal person MU

Responsible for creating, managing, and delivering of required documents for application.

Priorities and schedules with production

Maintain spreadsheets and check to ensure accuracy

Enter data into company’s computer system

Maintain a clear understanding of processing requirements

Perform other administrative duties including filling and copying

Serve as liaison between customers and team developers to overcome applications issues and maintain established business relationships.

Work with end users and management to document, design, test and deploy complex processes.

Planned testing strategy, created and signed off test-script, executed User Acceptance Test

Configured products and price book.

Test defects/enhancements made to Salesforce and CPQ after every sprint and support release in production.

Create opportunities, quotes, Accounts, Leads for testing product features.

Created user story on the basis of Agile Methodology.

performed data de-duping, and cleanup procedures

Salesforce Business Analyst, Sept. 2018 – Dec. 2018

Consultant at Comcast – Philadelphia, PA

Comcast Salesforce instance is customized for Sales Reps to create opportunities, look up pricing, develop quotes, and submit orders. It is also integrated with workbench for order tracking and with CPQ for quote generations. Moreover, it also allows Sales Reps team to manage both SMB (Small medium business) and ENT (Enterprise) opportunities.

Engage in day to day production issues, defects, logs, communication and managing the operational aspects of the application. Create and manage custom objects, fields and formulas, workflow rules, actions and validation rules.

Track trouble tickets, upcoming activity and maintain dashboards for operational stability.

Responsible for creating, managing, and delivering of required documents for application.

Work with end users and management to document, design, test and deploy complex processes.

Conducted brainstorming sessions with the development team to actively involve them during the requirements stage level analysis.

Worked towards preparation of requirements management plan, business and functional requirement documents.

Created and deployed several reports for different user profiles based on the need in the organization..

Configured out of the box reports and dashboards as well as custom reports.

Salesforce Admin/Business Analyst, Oct 2015-June 2018

Consultant State Street Corporation – Princeton, NJ

State Street’s CRM tool is customized to deliver 360 insights into client and how to engage them. This tool enhances to deliver productivity and enables sales user to drive sales revenue for existing and prospective clients. The CRM tool is widely used by sales users to collaborate, share files, and ask questions, secure in the knowledge that their communications stay within the business.

Collaborated with Key Business Stakeholders to gather and analyze business requirements and proposed solutions to automate the Sales process of the company

Documented requirements, performed gap analysis, developed user stories, design, process flows for Salesforce Implementations

Provided day to day end user support by resolving issues, Installing and Maintaining Apps from AppExchange, creating & managing custom objects, fields, formulas, Validation Rules and Workflows.

Created Field mapping document for various objects like Accounts, Contacts, Tasks, Opportunity, and Lead and performed data import using Data Loader

Worked on objects like Territory management, Assets, Price Books, Opportunities, Quotes, Leads and Sales Order to improvise the Sales Process

Customized user Roles, Role hierarchies, Profiles and Sharing settings to ensure that the protected data is available only to the authorized users of the respective organization.

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