SUMMARY OF QUALIFICATIONS

* ***** ** ********** ** the technical development and compliance fields as a skilled and dynamic Senior Analyst and Consultant. A proven record of technical review and analysis, solution development and implementation, and facilitating technical collaborations leading to client satisfaction and revenue growth. Expertise with client engagement, training, and technical guidance and influence resulting in mutually beneficial outcomes.

•Experience with the conversion from salesforce classic to salesforce lightning. This includes the use of the lightning app builder to customize home pages, detail pages and custom Lightning components.

•Significant agile implementation experience combined with a scrum master certification.

•Extensive senior-level sales forecasting and revenue recognition experience.

•Worked with SFDC Visual Force Pages, Triggers, Validation rules, sharing rules, Web services, Tabs, Custom Objects, Reports and Dashboards.

•Expertise with Salesforce.com Sandbox and production environments, OOTB and customization.

•Experience with Salesforce.com Data Management using Apex Data Loader.

•Gap Analysis: Strong gap analysis capabilities which involves determining, documenting and approving the variance between business requirements and current capabilities.

•Experienced in creating Picklists, Dependent Picklist, Tabs, Role based Page layouts, Validation Rules, Email Templates, Workflow Alerts and Actions, Workflow Approval, Approval Processes

•Good experience in implementing Sales Cloud, Service Cloud and custom applications in Force.com.

•JAD: 7 years of Facilitating Joint Requirement Planning (JRP), Joint Application Development (JAD) with Business User Groups, Subject Matter Experts, and IT Groups

•Data Analysis: Experienced in Data Analysis involving Data Cleansing, Data Conversions, Data Transformation, Data Quality Analysis, Data Relationships, Source Systems Analysis and Reporting

•Data Integration: 5+ years of Data Integration between various systems, sources, and databases. Experience in implementation of ETL methodology in Data Extraction, Transformation and Loading.

•Knowledge of Salesforce Lightning and AppExchange Applications for integrating third party applications.

•UAT &Testing: 7+ years of Quality Assurance (QA) in reviewing Test Procedures, defining Test cases, reviewing &maintaining Test scripts, analyzing bugs, conducting User Acceptance Testing (UAT).

•Agile: Experienced in Sprint Review, Sprint Retrospective, Backlog Grooming, Sprint Kickoff

•Worked on Contract Lifecycle Management (CLM), Salesforce CPQ.

•Experience designing and implementing Health Cloud solutions and have a strong working knowledge of the Care Management and Utilization Management modules of Health Cloud.

•Experience managing multiple large, complex and cross functional projects, with emphasis on systems, technologies, business process redesign, and knowledge of technical environments

TECHNICAL SKILLS

Requirements Gathering Tools

IBM Rational Requisite Pro, DOORS, Version One

Modeling & Designing Tools

IBM Rational Rose, MS Visio, Enterprise Architect

Configuration Management

Microsoft VSS, IBM Rational Clear Case

Testing Tools

Win Runner, Load Runner 9.1, QuickTest Pro (QTP) 8.2-10.0

Defect Tracking

IBM Rational Clear Quest, Bugzilla, Mercury Quality Center

Salesforce Technologies

Apex, Visualforce, Triggers, SOQL, SOSL

Languages

HTML, PL/SQL, XML, UML, CSS, JavaScript

Web Analytics tools

Adobe Analytics, Google Analytics, Adobe Omniture,

Databases

Oracle 7.3-10g, IBM DB2, Sybase, SQL Server 2000/2005/2008

Salesforce Tools

Data Loader, Developer Console

Operating Systems

MS Windows NT/2000/XP, Red Hat LINUX, UNIX, Sun Solaris

MS suite

Microsoft Project, MS FrontPage, MS-Office, MS-Excel, MS-Access, MS Outlook, MS Power-point

DOCUMENTATION AND ANALYTICAL SKILLS:

Requirements Elicitation

Use Case Modeling, Analysis and documentation, Software Requirements Specification, Storyboards and Flowcharts, Swim lanes, Use cases, Activity Diagram

Gap Analysis, Impact analysis and Usability Analysis

Process Flows & Navigation Maps

Test Cases, Test Plans

Education:

Bachelors in Computer Science, UOP, 2014

Certifications:

Salesforce Certified Administrator

PROFESSIONAL EXPERIENCE

Client: Driscoll’s (Watsonville, CA) 01/2021 – Present

Role: Salesforce Business Analyst

Project Description: Responsible for coordinating with business stakeholders to understand the

business requirements, to develop high quality technical design deliverables that clearly articulate the

solution and to provide technical Salesforce expertise and recommendations as needed. Responsible for

performing impact analysis of the changes as per the business requirements, presenting the technical

solution to Architects and for transitioning the technical solution design to development team for building the

solution. Salesforce product suite, primarily Sales Cloud as well as the Force.com Platform and Lightning.

Responsibilities:

Worked closely with sales, marketing and other counterparts to understand business processes

Designed, developed and aligned strategic goals and objectives with key decisions regarding client products and business solutions

Designed sales cloud, reporting, data migration mapping, and business processes that align and take advantage of the Salesforce.com capabilities

Developed a Salesforce implementation strategy for the business unit based on a situational awareness of various business scenarios and motivations

Collaborated across business segments to find opportunities and showcase ideas in the Innovation and emerging business pipeline

Involved in pricing and configuration implementation for CPQ and later as part of SFDC conversion involved in the configuration / Setup in SFDC CPQ.

Maintained and customized Sales Cloud and Force.com applications

Gathered requirements and recommend solutions leveraging Salesforce.com (strong bias toward native Salesforce functionality).

Translated business needs into solution architecture requirements

Lead agile development teams to design and implement innovate solutions with a focus on adhering to standards and best practices

Provided advice on best practices and approaches to technology teams and internal business clients

Worked with technical and functional proficiency in Salesforce.com performing tasks such as: security settings, workflow rules, reports and dashboards

Identified and coordinated with teams of business stakeholders to detail user stories for Salesforce enhancement projects

Collaborated with Sales, Product, Pricing & Packaging, Customer Success, Revenue Operations & Finance leaders to translate their desired business outcomes into scalable processes, requirements & solutions

Performed requirement elicitation workshops with business owners and key stakeholders

Collaborate with business partners to define acceptance criteria and participate in testing and evaluation of requirements

Worked with our Enterprise Architects, Solution Architects, Developers and Business Stakeholders armed with best practices for enterprise architecture functions such as Security, Performance, Development Process, and Application Governance across the platform, including Sales Cloud and Service Cloud

Prepared system requirements specifications.

Worked with business and IT stakeholders to develop artifacts required by teams for integrations.

Reviewed specifications with stakeholders to assure clarity and consensus on features.

Participated in technical design as a requirements subject matter expert. Address issues raised during development and testing and resolve any defects in the requirements specifications.

Client: Pen Fred Credit Union (Alexandria, VA) 08/2019 – 12/2020

Role: Salesforce Administrator/Business Analyst

Project Description: The project objective is to enhance financial service cloud and community cloud to

deploy an integrated digital experience for customer and it further improves customer service by providing

members with more flexibility and personalization.

Responsibilities:

Implemented the project using Agile Scrum SDLC Methodology.

Organized business and end user meetings for discovery, business needs gathering and gap analysis.

Worked on creating documentation for the project on daily basis using MS Visual Studio, MS Word and created reports using MS Excel.

Acted as the primary liaison between the business users, operations and the technical teams so that project requirements are properly analyzed, documented, communicated and clarified as needed.

Involved in creating User Stories, Product, and Sprint Backlog and worked with the Project Manager to create burn down charts.

Determined and documented the As-Is and the To-Be (future) business process flows.

Implemented Case-Entitlement-SLA functionality to provide relevant services to bank customers as well as forward inquiries to specialized customer service operators and implemented Web-to-lead functionality to enable lead capturing in real time.

Maintained and improved existing Salesforce implementation. Created record types and page layouts, added and edited validation rules, edited and improved page layouts.

Responsible for all the activities related to configuring Data Loader, data cleaning and uploading data in CSV files into salesforce.com, checking for integrity of the data.

Designed workflow rules, validation rules, assignment rules, email alerts and templates.

Optimizing standard objects like Account, Contact, Lead, Opportunity and Case by creating business unit specific record types, page layouts, (sales, support, service) processes as well as fields and rules.

Modified access and sharing rules, added custom objects and workflows, and approval processes.

Created new report types, new reports and dashboards to monitor and issue regular key productivity indicator reports and charts.

Trained and helped end users and super users on adapting salesforce and its reporting tools, troubleshooting workflows, approval processes and auto responses.

Served as an expert during the sales process to demonstrate the value of solutions built on FSC.

Gathered customer requirements for FSC implementations.

Developed FSC prototypes & present prototypes to clients as part of the implementation cycle.

Provided insight & best-practice recommendations for our clients around the optimal use of FSC.

Trained customers on solutions built on FSC.

Stanley Healthcare, (Portsmouth, NH) 06/2018 – 07/2019

Salesforce Business Analyst – Admin

Project Description: Project involves customization, integration and migration of customer data and

healthcare product information into salesforce service and sales cloud. Enhancement of service cloud so that

company can get real time feedback of customers. The customer Communities provide support by offering a

self-service online Community where its healthcare provider customers can troubleshoot product issues,

request on-site service, initiate returns, or generate product licenses on their own.

Responsibilities:

Implemented the project using Agile Scrum SDLC Methodology.

Involved in identifying, planning, and implementing new salesforce.com features and functions (new screens, workflow, force.com objects, reports and apex code) to meet business requirements.

Interacted with various business team members to gather the requirements and documented the Business and Software Requirements.

Translated the business needs into system and functional requirements, communication with the business team on a non-technical level, and with the System Analyst on a more

technical level.

•Identified, researched, investigated, analyzed, defined, and documented business needs and processes.

Designed and Developed Apex classes, Custom Objects, Tabs and Page Layouts as per the requirement.

Worked on various salesforce.com standard objects like Accounts, Contacts, Cases, Opportunities, Reports and Dashboards.

Worked on CPQ renewals business process that includes renewal contract, Amendment, Co-termination of multiple contracts.

Hands on experience working with Orders, contracts, subscriptions, Assets and other standard/CPQ objects.

Implemented Reports on Pipeline, Opportunity created, Leads to Opportunity conversion, Views of Sales Cycle, cases generated.

Integrated CPQ into sales cloud to provide accurate pricing of different products.

Implemented Workflows, validation rules, assignment rules, Approval Process to ensure proper authorization.

Assigning profiles and roles to users as per the organizational requirements.

•Created data flow diagrams and process flow diagrams to facilitate better system understanding.

•Designed various types of email templates for auto response to customers.

•Coordinated with users, project manager, Architects to ensure that implemented solutions satisfy business requirements and are delivered in a timely manner. Document, test, implement and provide ongoing support for Salesforce.com Applications.

•Created page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages.

•Create products and price books, run duplicate tools to clean up products, leads, contacts, accounts, and opportunities.

•Cleaned and imported the service and sales data into salesforce using cloud dingo and data loader.

•Customizing the dashboards to track usage for productivity and performance of sales teams.

•Trained and helped end users on adapting salesforce and its reporting tools, troubleshooting workflows, approval processes and auto responses.

GE Capital, (San Ramon, CA) 07/2017 – 05/2018

Salesforce Business Analyst

Project Description: Migration to CRM Application

The project was to implement the Access GE is a thriving community where mid-market CEOs and CFOs tap into the expertise of their peers and of GE Capital employees. Executives can connect to peers with similar needs or shared experiences using Chatter, and they can participate in discussions on topics of mutual interest. The dynamic, social conversations happening on Access GE accelerate the time it takes for clients to get the answers or information they are seeking. It was built on the Salesforce Platform and using an agile development methodology.

Responsibilities:

Gathered Business Requirements from Sales, Marketing and Finance team for the implementation of the Sales force Application.

Performed Salesforce.com configuration activities creating Users, Roles, Profiles, Organization Wide Defaults, Permission Sets, Public Groups and Queues.

Developed complex validation rules, formula fields according to the application requirements. Created page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages.

Designed Workflow rules, Approval process and its associated actions like time triggered tasks, email alerts, field updates to implement the business logic.

Developed Lightning components and Lightning apps to provide better and more interactive interfaces to call Centre executives, which helped them in accessing 360 degree view of case related info.

Created multiple Lightning Components, added CSS and Design Parameters that makes the Lightning component look and feel better.

Used Force.com IDE for development of Visual Force Pages, Apex classes, Triggers and debugging and analysing logs. Written SOQL, SOSL query language necessary for the application in Apex Classes and Triggers.

Implemented SFDC Integration using REST Web Service API'S. Integrated the SOAP/REST API based Web Services on Demand for extracting the data from external systems.

United Heath Group (OPTUMRx), (Irvine, CA) 09/2015 – 06/2017

Salesforce Admin

Project Description: The project was on migration of Accumulators Implementing systems in support of Salesforce CRM initiatives including Salesforce CRM solution design, Salesforce screen and workflow configuration, third party app selection and configuration, security modelling, and general system administration. Worked with clients to gather requirements, document solution design, configure the Salesforce application, and ensure successful engagements and production releases. Defined architecture and design criteria to be applied across all implementations, and the processes and mechanisms to support and develop those implementations.

Responsibilities:

Created and maintained fields, views, reports, dashboards, campaigns and other salesforce.com objects and functions.

Designed, implemented Custom objects, Custom tabs, Page layouts, Components to match the functional needs of the application

Collaborated closely with the Project Management Office and Business Analyst team to ensure alignment with department and enterprise roadmaps

Used agile techniques to plan and implement system modifications and will determine necessary data structures, processing procedures, and appropriate output to meet user needs.

Used process builder for creating automated business processes.

Created Scheduled and Batch Apex jobs based on the business requirements.

Added Lightning Component to Lighting Pages and Record Pages and worked on Apex classes, Visualforce Pages, Controller classes and Apex Triggers for various functional needs in the application

Created custom objects, validation rules, Visualforce pages, triggers by using Apex as per Customer requirement

Communicated to both technical and non-technical audiences using diagrams and exhibits to effectively document and describe architectures, designs and solutions.

Developed Custom Report Types, Custom Reports and Dashboards to meet the reporting needs of the organization.

Created workflow rules and defined related tasks, email alerts, and field updates.

Used field level security along with page layout to manage the visibility and accessibility of fields for different profiles.

Created Formula fields, Cross Object formulas, Roll-up Summary fields and Dependent picklists.

SOQL & SOSL queries with consideration to Governor Limits for data manipulation needs of the application using platform database objects.

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