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Salesforce business analyst

Location:
United States
Posted:
January 18, 2023

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Resume:

Vamsi Kotla

Senior Salesforce Business Analyst

Phone: 646-***-****

Email: aduqyo@r.postjobfree.com

I’m a result-oriented Senior Salesforce Business Analyst with over 9 years of multi-disciplined IT expertise in delivering & Managing IT Solutions. Extensive experience in Systems Analysis, Product Management and Business Process Improvement. Managed multiple projects for various industry like Media & Entertainment, Retail, adhering to project management methodologies from statement of work (SOW) to the benefits realization of the projects.

PROFESSIONAL SUMMARY

Over 9 years of experience in Salesforce Sales Cloud and Service Cloud which involves designing, development, implementation, and enhancement of projects.

Represented Salesforce Products in-front of customers in both pre-sale and post-sale situations.

Extensively worked in the complete life cycle of project development which includes end-end Implementations on the Force.com platform.

Experience in deploying between the Production and Sandboxes by Force.com using different tools like change set.

Worked extensively in generating Reports and Dashboards in Salesforce.

Excellent knowledge and experience in administrative tasks such as Creating Profiles, Roles and Permission Sets, Creating Relationships, Tasks, Events, and Email Templates.

Have experience in creating and using Process Builder, Workflows, and Approval Processes.

Extensively worked in the complete life cycle of project development which includes end-end Implementations on the Force.com platform.

Involved with IT teams to develop and implement to meet the business requirements. Centralized between the Product Management team, Customer Success Team, Technical Account Managers, and Marketing team.

Worked closely with 3rd party vendors where applicable to ensure roadmaps are aligned and timelines are met.

Collaborated with scrum team and participated in scrum ceremonies including backlog grooming, sprint planning, daily stand-ups, and retrospectives.

Evaluated technical, cost, and business information gathered from multiple sources and decomposed high-level information into details.

Experience with Agile methodology and waterfall model.

Excellent communication and presentation skills.

Highly motivated with the ability to work effectively in teams as well as independently.

CERTIFICATIONS

Scrum Alliance CSPO Certified Product Owner

Certified Salesforce Administrator

Certified Salesforce Platform Developer – 1

General Data Protection Regulation Compliance (GDPR) certification from Legal-Island

WORK EXPERIENCE

Client: Ed Tech Soft, Atlanta, United States

Role: Senior Salesforce Business Analyst April 2022 – Present

Client: Ed Tech Soft is global leader in education, providing the best of breed end-to-end solutions and empowering education through integrated solutions. It strives to improve the global learning ecosystem through innovation to produce better educational outcomes. It has a wide range of products that’s designed for Pre-K, K-12, and Higher Education. Consultants also provides subject matter expertise for planning, installation, and process mapping to help your technology investments truly optimize efficiency, data capture and ultimately improve the user experience.

Project: Restructure the Sales process in Salesforce and automate the business model using automation tools like Process Builder, Flow Builder by gathering the use cases internally. This project involved building a Service cloud module that includes community cloud for business users in order to report the technical issues within the products and enhancing the Sales Cloud process within the organisation.

Roles/Responsibilities:

Responsible for deploying, administering, and building solutions for Salesforce Sales Cloud, Service Cloud, and a variety of Salesforce AppExchange products for internal teammate use cases.

Spearheaded the creation of a new product launch using Salesforce Lightning technology, increasing productivity by 20%.

Being update with the Salesforce release notes and new features.

Engage with Salesforce platform users to understand current and future needs.

Use Jira in planning, prioritising, and creating User stories and itemize User stories into Sprints for development and testing.

Manage requirement gathering Feature Requests for business and End users involving issues related to Service Delivery, Business Integration, and process management.

Planning and prioritizing the Enhancements and new features with the Development team and Stakeholders.

Define product features and drives adoption that will lead to improved end-user adoption and satisfaction.

Develop the product vision, user stories, and specified acceptance criteria for each user story.

Lead daily stand-up and sprint review meetings as part of Agile/Scrum process.

Develop and manage KPIs and prioritised work to achieve the results.

Writing SQL queries for data analysis, extracting the data and validating the CSV output files.

Environment: Salesforce.com, MS Office, Apex Data loader, Visual Studio Code, Atlassian Jira, Miro

Client: ADvendio, Dublin, Ireland

Role: Senior Salesforce Analyst Feb 2021 – April 2022

Client: ADvendio is a leading solution built on Salesforce for media buying, media selling and self-serve advertising. It provides to unify the Salesforce CRM, ad ops and ad booking activities with a comprehensive order management solution. This all-in-one ad sales software allows you to efficiently manage every account including agency, advertiser and partner customers while benefiting from reporting tools that can be customized for a convenient overview of all activities.

Project: Work closely with the Administrators and Developers for all the product related issues that are reported by the customers. Handling the Bugs, Feature Requests, Customisation Requests for after live projects and tracking the issues. Enhancing the Support portal and Service Cloud module by implementing Entitlements and support plans.

Roles/Responsibilities:

Point of Contact for all the customers related to after-implementation salesforce.com issues, Handling questions, and support queries.

Engaged with the manager, Support, Delivery, Technical Account Management and Product Development to advocate the needs of the customer to ensure customer questions, requests, enhancements, and issues are promptly addressed and the feedback loop is firmly established.

Participated in Implementation and organization of workshops, health checks and feature demos for existing customers.

Expanded account revenue through cross-sell and up-sell opportunities.

Lead Support Engineers in training and assistance and ensuring the quality of providing feedback to the customers.

Trained Users and Partners with the new product features and participating in the analysis and the adoption of Business Requirements.

Worked with clients and implementation partners in the analysis and adoption of business processes.

Involved in developing business requirements, specifications, process flows, application configuration & customizing, testing and deployment.

Handling Customization requests and providing assistance in building the customization where needed.

Defined KPIs for the case response time for different time zones and monitored them.

Supported the customers in system tests.

Analysed existing ADvendio implementations, worked on developments and suggestions for effective improvement.

Environment: Salesforce.com, Apex Data Loader, MS Excel, Google Ad Manager, Xandr, Freewheel, Visual Studio Code, HTML, CSS, JavaScript

Client: Automotive Publications, Dublin, Ireland

Role: Salesforce Analyst July 2020 – Jan 2021

Client: Automotive Publications is Ireland’s largest auto trade publishers, providing this important industry with quality publications, news, technical and business websites, weekly eNewsletters, as well the Irish Auto Trade Awards and the annual Auto Trade EXPO. They are in unique position to provide the automotive and associated industries with a professional and unbiased view on the serious issues relating to the auto business.

Project: Implement Sales Cloud module in a brand-new Salesforce Org by gathering the use cases and automate the process. This project also includes Web-lead for capturing leads from the website and enhance the webpage using html and JavaScript. Provide training after implementation and also support the customer after live.

Roles/Responsibilities:

Worked on sales cloud with various salesforce standard objects like accounts, contacts, leads, campaigns, reports, dashboards, products, and price books.

Documented Salesforce fundamentals and reporting for easy understanding and navigation for business users.

Worked on out-of-the-box features like automating data loading using the batch script and implementing the best practices on salesforce.com.

Performed the detailed design of business processes and functional application design.

Configured security and organisational hierarchy for sales for Salesforce Implementation.

Created page layouts to organize fields, custom links, related lists, stored procedures and other components on detail pages.

De-signed Workflows, Validation rules, Approval Processes and Auto-Response Rules for automating business logic.

Created Users, Roles, Public Groups and implemented role hierarchies, sharing rules and record level permissions to manage sharing access among different users.

Environment: Salesforce.com, Apex Data loader, MS Excel, HTML, Basecamp

Client: Waterlogic Ireland, Dublin, Ireland

Role: Salesforce Analyst July 2020 – Jan 2021

Client: Waterlogic has grown into a leader in point-of-use water purification. Waterlogic is the largest point of use water cooler and bottled water company in Ireland, and the only company that manufactures and sells its own water coolers. Their solution provide access to clean, great-tasting water to keep you safely hydrated.

Project: This Project mainly focuses on implementing service cloud and enhancing the Sales cloud process. Import the high volumes of data that includes opportunities, Accounts and Contacts and build the custom objects based upon the use cases. Provide Training for all the business users and handle issues after implementation.

Roles/Responsibilities:

Lead implementation of salesforce effective system and provided system support & upgrades.

Created and managed workflows, complex formulas, basic triggers, and flows.

Worked with various Salesforce.com objects like Accounts, Contacts, Leads, Opportunities, Reports and Dashboards.

Involved in defining Roles and Profiles for internal users.

Created Email templates in Text, HTML and Visualforce necessary for application.

Used Data Loader for all data adding, updating, deleting, and exporting data.

Implemented public access settings for sites, restricted login hours, and restricted login IP ranges on profiles using Permission sets.

Created various Reports (summary reports, matrix reports, and dashboards) and Report types to assist managers to better utilize Salesforce.

Environment: Salesforce.com, Apex Data loader, MS Excel, HTML, Basecamp

Client: JD Kitchens, Dublin, Ireland

Role: Salesforce Analyst July 2020 – Jan 2021

Client: JD Kitchens began as JD Construction & Remodelling AKA JD Kitchens and Baths & More. The company took off and before long moving into their first showroom in Woodstock. As the business dynamic changed and the focus began to move to more kitchens and bathrooms and less remodelling, they have put all their efforts into the kitchen and bath market.

Project: Implement Sales Cloud and define Quote and Invoice process and map the details in the custom quote based on the use cases. Implement Validation rules at the Opportunity, Accounts and Quote level for specific users. Import Opportunities, Accounts and Contacts from the Spread sheet. Defined the roles and hierarchy for the users in accessing the data.

Roles/Responsibilities:

Worked as a lead in the implementation of the sales cloud which is used to streamline the business process of JD kitchens Products.

Customised Page layouts for Salesforce.com Standard and Custom objects.

Analysed and created custom profiles as required for the business needs and implemented Object level, Field level and Record level security.

Worked on Data cleaning and importing large volumes of data including accounts, contacts, and opportunities using Apex data loader.

Designed different custom Dashboards for various business groups based on their business functionalities and needs.

Developed Workflow rules, Approval Processes and its related actions Field Update, Email Alert, Create a Task and Outbound message.

Worked closely with the Project Manager to keep track of timelining and budgeting.

Created users, roles, public groups and implemented role hierarchies, sharing rules and record level permissions to provide shared access among different users.

Environment: Salesforce.com, Apex Data loader, Ms Excel, Python, Windows Scheduler, Xero

Client: Infocare Softtech Pvt. Ltd., India

Role: Salesforce Administrator July 2013 – June 2020

Client: Infocare Softtech Pvt. Ltd. is a Global Technology Consulting and Services Company providing Implementation, Integration and Customisation services for Salesforce, Business Information and Analytics, Enterprise Mobility and Product Development. It focuses on multiple end-to-end implementations, maintenance, migration, integration, and end user training projects.

Project: Handled the configuration for various projects that includes the data loading, validation rules, approval process, triggers, and debugging Lightning Components. Participate in the customer meetings for demos and gathering uses cases and provide the customisations with the Salesforce best practices. Provide Health checks for the existing customers and enhance the projects with the latest features from Salesforce.

Roles/Responsibilities:

Worked in Administration, Configuration, Customization, Development, and support solutions on Salesforce.com CRM Platform

Created and managed Applications, Custom Objects, Custom tabs, Fields, Relationships, Page Layouts, Record Types, Validation Rules, Email Templates, Report Types, Workflow Rules, and Approval Process, SOQL, SOSL, and Governor Limits

Implemented salesforce.com CRM (Sales Cloud, Service Cloud), Communities, Sites, and Force.com platform

Worked on building Salesforce standard/custom report types, Reports, and Dashboards across various objects for different business groups

Created Lightning Component tabs and visual force tabs

Created and Debugged Lightning Components, building with Lightning App Builder and Visual force with the new Lightning Design System

Involved in the maintenance of the previous versions of the product by addressing bugs and client issues

Developed and configured various Reports and Report Folders for different user profiles based on the need in the organization

Developed responsive Visualforce pages by using native components and HTML5 tags in the visualforce pages

Used REST/SOAP API to invoke triggers and create redundant data.

Used HTML, CSS other technologies to build customised solutions that support critical business functions.

Environment: Salesforce CRM, Eclipse IDE, Apex Data Loader, Force.com, Apex Data Loader, Import Wizard, Workbench, Force.com CLI, JIRA, JavaScript, CSS, SQL.



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