Salesforce.com Certified Administrator Developer

SFDC Customization & Implementation Requirement Gathering Business Analysis AGILE QTC configuration

PROFESSIONAL SUMMARY

* Six Salesforce Certifications (Administrator, Advanced Administrator, Platform Developer I, Platform App Builder, Sales Cloud, Service Cloud)

* Multicurrency Quote to Cash Configuration for different business processes and products using subscription based model in Zuora.

* Salesforce Customization & Implementation, Business Process Management, Business Analysis, Workflow Automation

• Hands on Experience in creating Custom Objects, Custom fields, Page layouts, Custom Tabs, & Reports

• Extensive business knowledge and customization experience on various salesforce.com Clouds (Sales and Service): Accounts, Contacts, Opportunities, Leads, Campaigns, Cases, Entitlements, Service Contracts, Reports & Dashboards

• Front End Support for Sales and Customer Service Teams providing ongoing training to team members

• APEX, SOQL and Visualforce

●SCRUM, Agile Methodology with Daily Standups and Biweekly Grooming Sessions

●Documentation and update of Knowledgebase of production releases

Professional Experience

iRhythm Technology, San Francisco, CA

11/19 to Present

Salesforce, Senior Business Analyst

●Created custom Apex Triggers, Batch Classes and Visualforce Page for Pipeline Management for 150 Sales Reps and the Sales Operations Teams.

●Managed Salesforce Campaigns integration with hubSpot

●Created Custom Object and Page Layouts for several operational groups to leverage opportunity management.

UNISON, San Francisco, CA

11/17 to 7/19

Salesforce.Technical Lead and Manager

●Lead a team of two business analysts, three internal developers and three admins managing integrated systems such as Five9, Zendesk, Marketo, Encompass and Intaacct.

●Designed and architected custom App/ERP underwriting system for Unison back end replacing Encompass with custom Saleforce objects and lightning pages.

Rocketspace inc, San Francisco, CA

11/2016 – 10/2017

Senior Salesforce.com Administrator Developer Senior Salesforce.Technical Architect and Manager

●Worked with business partners throughout the organization, VP Marketing, CFO, CTO, VP of Revenue and Business Operations providing reports and dashboard along with delivery of projects based on internal client’s needs

●Gathered requirements, defined custom fields and created DocuSign templates that automated the quote to cash process and proposal approval process for Campus business.

●Define Salesforce data architecture for organization from marketing, lead generation, operations and finance for our three central products, Campus, Consulting and Capital.

●Developed custom APEX SOQL code and Visualforce pages to provide improved time card UI and conference room utilization for portal customers.

●Gathered requirements, developed technical data requirements and project managed the implementation of ERP (Intacct) with Salesforce for end to end data flow from sales opportunity to paid invoice.

● Designed and created custom apps for conference room booking and office space rentals.

● Increased consultant utilization by 10% by developing and educating team members on project management and time card custom application.

●Increased Salesforce utilization on a per user license from 37% to 78% utilization ongoing weekly basis with development of custom time card, and executive monitoring via reports and dashboards.

●Spearheaded the custom development of Visualforce page that enables the company to view 30 plus floors of campus utilization through data visualization model.

Breakthrough behavioral, redwood city, CA 9/2015 – 10/2016

Salesforce.com Administrator Developer

●Conducted interviews with stakeholders to gather requirements and analyzed their data.

●Performed detailed analysis of business and technical requirements and designed the solution by customizing various standard and custom objects of Salesforce.com and providing integration with 3rd party solutions

●Managed Security, Audits Controls and User Profiles on two Salesforce Instances - Unlimited Edition for over 500 users.

●Created profiles, deployed security settings, created automatic tasks assigned to both users-partner, users-external customers, created validation rules, created workflows,

●Experience in providing and restricting access appropriately by using Profiles, Permission sets, Organization wide settings, roles, Owner based sharing rules, criteria based sharing rules, Manual sharing.

●Developed Visual Force Pages, Visual Force Custom Controllers Components, Advanced Search Functionality, Custom Objects, Analytic Snapshots, Tabs, Tags and Components.

●Developed Custom Conga Composer Queries, Reports, Buttons and Sales Summaries for Sales Team and Executives

●Uploaded over 500k marketing leads for used in automated marketing campaigns with iContact with lead conversion and email response rate metrics

●Validated, tested and deployed the code into Production environment using Change Sets and produced release notes

●Used SOQL & SOSL for data manipulation needs of the application using platform database objects.

●Designed and developed workflow rules, validation rules, approval processes and customizations within Salesforce.

●Developed and configured various Custom Reports and Report Folders for different user profiles based on the need in the organization and need for automated scheduling of key KPI Reports

Youth Street Ministry, Austin, TX 8/2015 – 12/2015

Salesforce.com Administrator

Salesforce Enterprise Edition CRM, Data Loader, and Grant Reporting.

●Utilized third party software APSONA for Data Migration

●Developed Junction Object to record volunteer hours and annual IRS donor forms

●Created mail merge for monthly grant requests

●Created new custom objects, assigned fields, custom tabs, components, custom reports.

●Created page layouts, search layouts to organize fields, custom links, related lists, and other components on record pages.

Year Up, San Francisco, CA 6/2015 – 8/2015

Salesforce.com Instructor

Trained thirty-two students in ADM 201: Administration Essentials for New Admins (5-Day Course), as a part of Year Up – Salesforce Academic Alliance and Salesforce internship onboarding. Core Curriculum included:

●Reporting and Custom Report Types

●Workflows, Business Automation, Process Builder

●Security and Field Permissions

●Custom Fields and Page Layouts

●Validation Rules, Record Types

Bloomington Christian High School, Bloomington, CA 2013- 2014

Science Teacher

La Habra High School, La Habra, CA 2011- 2013

Science Teacher

Developed custom instruction, including curriculum mapping for accreditation, daily power point lectures, daily lesson plans for 5 preps, twice a week assessments for each class, daily grading of assignments with 24 hours turn around on all test, quizzes, homework and posting of results.

●Utilized a variety of teach styles that incorporated technology such as Camtasia, Adobe Capterra, and student led research assignments that led to 3% increase in testing performance.

●Provided students with performance metrics based on attendance, missed assignments, test scores which was utilized to increase GPA by one third letter grade.

Premiere Insurance, Santa Fe Springs, CA 2004- 2010

Insurance Broker

●Implemented outbound fax automation campaign of over 1000 faxes per month to niche market (Worker’s Compensation Insurance policy for Medical Doctors and Dentists)

●Utilized MySQL database to manage direct mail campaign to over 30,000 prospects.

●Configured and implemented mass mailing campaign of over 10,000 leads that tracked as bi-weekly campaigns.

●Used metrics to measure direct response rate and return on investment, tweaking marketing campaign to increase return on investment to 140%.

eEye Digital Security, Aliso Viejo, CA 2002-2004

Sales Representative

●Utilizing Salesforce collaborated on cross-functional team of IT, marketing, finance and sales to qualify outside marketing lists and generate weekly revenue reports based on lead conversion metrics.

●Daily and weekly cleanup of all West Coast leads, accounts and contacts, merging duplicate contact information, correcting e-mails and utilizing Linked-in, Hoovers and company website to actualize information.

Education

SALESFORCE UNIVERSITY, San Francisco, CA 5/2015– 6/2015

Salesforce Certification: Admin 201: Administration Essentials for New Admins

Salesforce Certification: Admin 211: Administration Advanced Admins

Salesforce Certification: Admin 401: Developer

Salesforce Certification: sales cloud

Salesforce Certification: service cloud

INCAE 8/1996 - 6/1998

MasterS OF BUSINESS ADMINISTRATION (MBA): Electrical Engineering and Computer Science

UC Berkeley 8/1990 - 5/1994

Bachelor of Science (BS): Electrical Engineering and Computer Science

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