Have over * years of experience as Salesforce Administrator/ Developer includes configuration, customization, integration with external systems, communities and lightning migration from classic, lightning development.
Experienced with customer portal, case management, knowledge base and customer communities and service account management.
Participated in all stages of Software Development Life Cycle (SDLC) i.e., System Analysis, Design, Development and Testing using Agile Methodology..
Well versed in analyzing company processes, translating business workflows into accurate Salesforce.com workflows and configuring Salesforce.com to meet business needs.
Good Administration experience on CRM Applications like Data Exports & Imports, Application Support, Security Administration, Maintenance, and User & Security Management.
Created queues, public groups, email templates, custom, reusable Lightning Components and Applications. Designed and modified Approval process and created Approval steps which uses email alerts and field updates.
Good understanding of implementing escalation rules, automatic case generation and escalating them to call center representative and generating email alerts for quick issue resolution.
Proficiency in SFDC Administrative tasks like creating Profiles, Roles, Users, Page Layouts, Email Services, Approvals, Workflows, Reports, Dashboards, Actions, Tasks and Events.
Good working experience in various capacities such as Salesforce developer, Salesforce Administrator and involved in various phases of entire project from requirement gathering, architecture development and implementation and training the end users.
Excellent at analyzing and designing business process and workflows.
Excellent Facilitator and Meetings Coordinator with excellent inter-personal and conflict resolving skills.
Excellent understanding and knowledge of Financial Statements, Options, Equities, Futures, Cash Flows, Financing Structures, Capital Management, Portfolio Analysis, Stock Valuation, Bonds and Derivatives.
EDUCATION & CERTIFICATION:
B.S. in Business Administration
Salesforce Certified Administrator (SU18)
Viacom Inc - Los Angeles, CA Feb 2018 to Present
Work on support and enhancement of deal request Salesforce application used by creative and production users. Also working as functional analyst on implementation of new Contract Life Cycle Management (CLM) for Business Affairs and Legal Affairs users to streamline the contract process from deal initiation to execution
Worked in enhancing deal request application by introducing new deal types that used new approval workflow for sending notification, new validation rule
Was the lead point of contact to business users to gather business requirements and post- implementation for training and user adoption
Involved with moving more than 200 community users to Force.com users that required new profile creation, understanding Create, Read, Edit and Delete access, record type and page layout
Did data migration using Data Loader and also ran scripts in changing record types of accounts and contacts based on change of their types
Entirely configured the Salesforce security for creative users using profile, role hierarchy, sharing rules and public groups
Prepared senior management reports and dashboards to brief the user adoption and usage of Salesforce application and recommended ways to increase adoption
Worked as a functional Customer Relationship Management (CRM) analyst to understand the legal business requirements and worked along with vendor for launching APTTUS CLM project
Was involved in the development pages using Visual force, JQuery and CSS.
Worked with Salesforce.com Reports, Dashboards and deployed several Reports using Salesforce.com platform.
Involved in customization of various Visual Force Pages for Salesforce users as per requirements.
Involved with Solution Engineer and IT team in building a viable solution to capture unique requirement of deal terms in APTTUS
Closely worked with business and IT team on template breakdown sheet to identify the contract template, configuration of the template
Worked with team to understand the complexity of the legal requirements and identify the conditionality and combination that had to be coded and configured in Salesforce
Followed the hybrid of Waterfall and Agile methodology
Cigna Healthcare - San Diego, CA Apr 2016 to Dec 2017
Cigna is one of the most progressive and integrated healthcare organizations in the country dedicated to providing leading medical experts, advanced technology and continuous innovation to improve health every day. From primary care to cancer care, sports medicine to cardiovascular.
As a Salesforce Admin/Developer and SME coordinated with customer in understanding the requirements and ensured timely delivery by closely working with the team.
Implemented Sales Cloud and incorporated the enhanced features as required to streamline the business process.
Implemented new customer support solution using Salesforce.com Service cloud.
Maintained and improved existing Salesforce implementation.
Served as a liaison between SME's, Project Manager, IT and QA leads and stakeholders to ensure accuracy in the business implementation.
Participated in weekly meetings with key stakeholders in preparing Gap analysis, Risk analysis, prioritizing pain points, project planning and identifying project scope.
Managed SFDC roadmap, including portfolio and project management, backlog review meeting, sprint planning, and release management.
Created users, roles, public groups and implemented role hierarchies, sharing rules and record level permissions to provide shared access among different users.
Created test scenarios in Sandbox environment and moved packages between Sandboxes and Production environments to place final implementations.
Responsible for writing user stories in JIRA, testing them, creating and maintaining backlogs and sprint reports.
Reported about issues in development and affected timelines to the management much in advance to mitigate risks.
Created validation rules to check the accuracy of data entered by the user and display appropriate message dialogue based on the validation criteria.
Travelled off site to train Sales Cloud & Service Cloud users on Best Practices and organizational process.
Experienced in change sets in deploying the code form sandbox to production.
Worked with various custom objects like Assignments, Projects, Regions, Expense Reports, Time cards, Expenses, Work, Resource requests and milestones.
Extracted the data from Salesforce.com application into the external databases for generating large data reports using the Informatica On-demand.
Implemented Case Assignment Rules to direct the case to appropriate groups.
MetLife, Oakland, CA Nov 2013 to Mar 2016
Performed the roles of Salesforce.com Administrator for the organization.
Developed various Custom Objects and Tabs.
Administered, configured, maintained Salesforce.com application user profiles, roles, assigning Permissions, generating security tokens, Validation Rule, upgrade installation.
Created and deployed Several Reports using salesforce.com platform.
Developed and deployed workflows and approval processes for opportunities and products/ assets management.
Involved in Salesforce.com application setup activities and customized the apps to match the functional needs of the organization.
Created various Reports (summary reports, matrix reports, pie charts, dashboards and graphics) and Report Folders to assist managers to better utilize Salesforce as a sales tool and configured various Reports for different user profiles based on the organization's need.
Assigned workflows for Lead conversion, transfers, merging duplicates, managing web-to-lead to track responses to online campaigns.
Involved in Data mapping specifying which data will be extracted from an internal data warehouse, transformed and sent to an external entity.
Created and used Email templates in HTML.
Conducted Administrative duties which included working with c-level executives, system administrators, and end users to gather their business requirements, then develop customized solutions to meet their needs.
Interactive Brokers Feb/11 to Oct/13
I worked as an independent financial advisor using Interactive Brokers web based platform as my primary broker dealer. My target market was private clients such as business owners, professionals and high net worth clients offering tax efficient investment plans such:
IRA, PROFIT SHARING PLANS, 401K
Portfolio structuring and investment management.
Offer variety of structured products in all asset classes to risk adverse clients so that principal is not at risk.
Crump Life Insurance Services Mar/09 to Jan/11
The Crump Life Insurance Services brand is a wholly owned subsidiary of Crump Group, Inc. Crump Group, Inc. is the largest wholesale insurance distributor in the United States and a leading provider of record keeping and support services to company-sponsored retirement plans.
As an experienced financial advisor and seasoned life agent:
Offered various Life& Health and Disability insurance to my clients.
Worked with my clients in discovering potential risks which could have adverse impact on their personal and business health.
After identifying the potential risks such as loss of personal income, liabilities and business liabilities such as business continuation risk, I offered the most suitable product to mitigate those risks.
H&R Block Financial Advisors Aug/07 to Feb/09
Worked with my tax preparer teams from the company in assessing, recommending, managing tax efficient investments and financial plans for the company’s tax clients.
Worked with several of the tax offices helping them with pertinent solutions and products for the diverse investment needs of the clients.
Regularly coached my teams of tax professionals on various aspects of the investments and their tax consequences so that they could communicate more efficiently with the tax clients.
Also educated the tax professionals on what to look in a particular situation and how we as a team could be of value for the client.
Smith Barney Dec/05 to July/07
San Mateo, CA
Worked with my clients and provided financial advice, financial products and services in asset management and finance.
Developed strong business relationship with the banking arm of Citigroup in order to offer complete and comprehensive financial solutions for the clients and targeted prospects with financing needs.
Marketed and worked with interest rate swaps for the appropriate prospects and clients using as a tool to lower the cost of funds.