Senior Salesforce Administrator

JEFFREY TANZMAN

SUMMARY

A dedicated and results-oriented individual with broad experience in software development environments and lifecycle methodologies

(Agile, Rational Unified Process, waterfall); strong individual contributor and team player. Outstanding analytical ability with solid oral and written communications skills providing quality deliverables with attention to detail especially at database and data levels. Implement successful software solutions capitalizing on available time, resource, and budgetary constraints. TECHNICAL SKILLS

Software: Salesforce, FormAssembly, Marketo, Boomi, Sharepoint, QuickBase, TestDirector, WinRunner, JIRA, MS Office, TSO, CICS Languages: SQL, SOQL, XML, BusinessObjects, Java, C/C++, COBOL, SAS, FORTRAN, PL/1, Pascal, BASIC PROFESSIONAL EXPERIENCE

CVS Health, Inc., Wellesley, MA – Senior Software Development Engineer / Senior Salesforce Administrator April 2018 - present Preside over multi-tenant Salesforce Service Cloud (40K internal users) and Health Cloud (POC) orgs and Sales Cloud org

• Govern all platforms’ configuration including security (profiles, roles, perm sets, perm set groups, etc.) and object model

• Orchestrate automated user provisioning within two corporate request and provisioning systems for entire service org.

• Analyze, remediate and coordinate security posture findings raised by AppOmni based on risk ratings priority.

• Configure, test and deploy numerous integrations and managed packages on service and health platforms using AutoRabit (CI/CD)

• Design, configure and implement platform’s first physical Experience site for both external and internal users.

• Liaise with application delivery teams and Salesforce support on development, platform and Salesforce releases; troubleshoot Production issues and participate and support platform releases.

• Create several operational applications in QuickBase and FormAssembly integrating with operational Salesforce orgs. Verizon Fleetmatics, Waltham, MA – Senior Salesforce Administrator (Contractor) August 2017 – March 2018 Supported 1900 internal users within Service org

• Fielded requests for new features, small enhancements and short-term projects.

• Extensively used bulk data utilities (Demand Tools and Data Loader) for processing data.

• Created numerous reports and dashboards; provided user account support and access to many App Exchange apps (DocuSign, Velocify, Level-11, Seismic, Valgen and others); resolved Production break-fix issues.

• Worked with stakeholders on platform enhancements eliciting requirements to obtain signoff for development work. Kaspersky Lab, Woburn, MA – Sales & Marketing Data Manager March 2016 – April 2017 Led small team with direct reports within B2B Sales Enablement managing all data flows between Salesforce (global Sales Cloud) and internal order, reseller portal and marketing automation systems

• Oversaw day-to-day data quality, data cleansing processes and reconciliation.

• Wrote functional specifications for several new processes including exception reporting.

• Developed new automated data management functionalities utilizing Demand Tools and increased data cleansing coverage and record de-duplication for all global regions; implemented data capture enforcement and standardization.

• Implemented data quality scoring metrics and Salesforce tracking reports for all global regions. Year Up, Inc., Boston, MA – Application Systems Analyst/Salesforce Administrator January 2014 – January 2016 Supported 650 internal Salesforce users and thousands of prospective and enrolled students

• In an Agile sprint environment, implemented new fields, validation rules, page layouts, workflow rules, Process Builder flows; created 100’s of reports and dashboards; maintained security including profiles, permission sets and roles.

• Integrated Salesforce with 3rd party applicant tracking system via APIs using Boomi with formal requirements signoff.

• Used Demand Tools extensively for external data appends including first and subsequent NCOA data appends.

• Developed and integrated Form Assembly forms into Salesforce; installed and supported App Exchange apps including Click and Pledge (donations and events) and Rollup Helper; tested and triaged initial Communities rollout.

• Developed beta Wave (Analytics) datasets via Boomi mimicking existing custom and standard dashboards.

• Administered Okta (SSO security) and MS Sharepoint for the entire organization. Harvard Business School, Boston, MA – CRM Business Analyst (Contractor) August 2013 – December 2013

• Deconstructed user stories and wrote and executed test cases for legacy CRM conversion to Salesforce.

• Created process flow diagrams for UAT testing; configured Dupe Blocker for Salesforce deployment.

• Configured and tested Marketo for integration with Salesforce. Sokolove Law, Wellesley, MA – CRM Business Systems Analyst November 2011 – March 2013

• Designed, documented, and tested myriad of CRM (Pivotal) business and system enhancements and improvements.

• Managed schedule and performed all software releases.

• Documented data mapping and business processing for phase 1 conversion to Salesforce. Merkle, Inc., Marlborough, MA - Business Systems Analyst May 2010 – October 2011 Enhanced marketing databases and Business Object reports for financial and retail clients, including integrating new data feeds, implementing application extensions, and data hygiene processing.

• Implemented multi-phase, multi- data warehouse server redundancy enabling financial client to access marketing databases 23/7.

• Re-architected data warehouse summary tables for retail client for improved data analysis and Business Objects reporting.

• Deployed new feeds from email data vendor for both financial and retail clients; overhauled retail client’s data hygiene process. Epsilon Data Management, Wakefield, MA - Business Systems Analyst May 2008 – May 2010 and January 1994 - March 2000 Built, implemented and enhanced large-scale marketing data warehouses, data feeds and interfacing applications on several platforms. Met with clients and vendors to gather functional requirements and addressed data integrity issues.

• Led systems analyst team on marketing data warehouse build; deployed 35 million-customer, 1 billion record database in 4 months.

• Reduced retail database update cycle run time by 40% and minimized time to create back-end analyses files by 35%.

• Authored critical POS conversion program requirements following extensive data file analysis; tested and implemented program.

• Designed and conducted database update quality assurance procedures tracking and reconciling data in Excel spreadsheets.

• Triaged and resolved marketing campaign system issues. Fidelity Investments, Marlborough, MA – Systems Analyst March 2002 – May 2008 Analyzed, documented and tested varying projects for a commercial web portal providing plan sponsors of 401k contribution, defined benefit, health and welfare, and stock plans the ability to administer their plans and participant data.

• Deployed department’s first web service for internal users’ document collaboration needs with clients.

• Redesigned Customer Service module with expanded functionality and UI re-design serving 40,000 defined contribution clients.

• Implemented first integrated Stock Plan Services module permitting 2,000 sponsors to view participants’ data.

• Led QA efforts on several projects with 1-5 direct reports with some personnel offshore and onshore. Context Integration, Burlington, MA – Consultant / Business Analyst March 2000 - June 2001 Delivered multifaceted assignments associated with medium-to-large scale B2B web system integration engagements in financial services and logistics sectors employing Rational Unified Process (RUP) on all projects.

• Facilitated client meetings gathering requirements in best-of-breed Use Cases, documented issues, and presented results.

• Wrote quality assurance plans and exemplary test cases; performed QA. Designed re-usable wireframe templates.

• Led quality assurance efforts with three direct reports on two digital marketplace projects; managed functional, UI and performance testing, and provided daily progress to project manager. Conducted manual tests and automated tests. Bank of Boston Corporation, Boston, MA – Business Analyst September 1990 - December 1993 Maintained a commercial IDMS mainframe database with an online CICS interface and extensive reporting capabilities.

• Met with business unit stakeholders to identify and solve business goals documenting accounting systems and business problems and objectives.

• Redesigned, tested and documented core relationship reports for commercial lending officers.

• Wrote business requirements and acceptance test plans and conducted acceptance testing for online and batch applications.

• Employed MS Excel to automate financial reconciliation for credit, deposit and service businesses.

• Performed customer service duties on a rotating basis, fielding and resolving credit, deposit and service questions and problems. Kidder, Peabody & Company, Inc., New York, NY - Technical Analyst / Data Security Analyst August 1988 - June 1990

• Implemented problem/change control systems and procedures for brokerage applications group and data center operations.

• Conducted problem/change control and disaster recovery software feasibility and comparative studies; presented systems recommendations to senior management for approval and purchase.

• Administered online security for global brokerage and mainframe production systems. EDUCATION

State University of New York at Binghamton, Watson School of Engineering, Binghamton, NY Bachelor of Science, Computer Science and Information Science CERTIFICATIONS

Salesforce Certified Administrator (SU15 / ADM 201) – achieved August 2015; re-certified April 2019

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