Rishma Chopra

Salesforce Admin/Business Analyst

New Jersey, US

https://www.salesforce.com/trailblazer/rnakra

208-***-****

linkedin.com/in/rishma-chopra-747ab1213

adzvre@r.postjobfree.com

Profile

A salesforce professional who has hands-on experience with the Salesforce eco-system. I am also actively engaged in multiple Salesforce communities and groups to increase my Salesforce knowledge, awareness, and professional connections.

Having supported the administration of CRM systems throughout various roles, I chose to re-focus my career development into a Salesforce career, retraining in Salesforce Administration last year. I now have 2-year experience working within a salesforce career development program supporting the implementation and configuration of custom profiles and permission sets. Skilled in creating reports and dashboards, managing stakeholders, and encouraging user adoption through a range of methods including delivery of groups and one-to-one training to 150 users.

Salesforce Certifications

Certified Salesforce Administrator

Working towards Salesforce Business Analyst certification

Trailhead

Business Administration Superbadge

Lightening Specialist Superbadge

Reports & Dashboards Superbadge

Security Specialist Superbadge

63

57625

4

Badges

Points

Trails

Skills

Soft Skills

Agile methodologies

JIRA/Confluence

Process Flow Diagrams

Stakeholder management

Excellent communication

Project management

Databases/ Programs/ Apps

MS Office

HTML

Android, IOS

Technical Skills

Salesforce Lightning

NPSP

Workflows

Process builder

Service Cloud

Sales Cloud

Languages

English

Experience

Salesforce Certified Administrator / Salesforce Business Analyst / Salesforce Developer

Company: Talent Stacker Salesforce Career Development Program

Jan 2020- Present (Part-Time)

Implemented salesforce customizations (including new fields, layouts, and objects) to meet CRM needs of sales employees.

Performs system administration functions such as user management (profiles and roles), field and validation rule configuration, record types, picklists, page layout management, mobile setup, data management (uploads), email templates, folder management, and public groups, as well as other configuration items.

Customized security controls, password requirements and profile level security measures to ensure data protection for a salesforce instance.

Proactive system maintenance including Security Reviews, Release Updates, Health Check, and Optimizer

Developed and maintained all reports, dashboards, workflows and sharing rules for a salesforce instance to improve pipeline management and forecasting capabilities.

Identified issues, analyzed information, and provided solutions to problems.

Leading client sessions, gathering/prioritizing requirements (user stories) & creating solution documentation.

Supporting the Sales team, qualifying Sales leads on Salesforce.

Work with custom workflow, email templates, alerts, notifications, approval processes, and Lightning Process Builder.

Providing design documents to display the end solution.

Lead weekly sprint review meetings to review enhancements and prioritize sprint backlog.

Gathering requirements and proposing technical solutions.

End user training documentation and workshops to ensure understanding and user adoption of customizations.

Participating in live workspace exploring best practices around salesforce.com and the broader salesforce ecosystem.

Participating in professional development topics for salesforce administrator/business analyst roles.

Veeva Systems Inc.

Travel Manager, Centralized Services

Sep 2022- Present

Helped Veeva to onboard in-house travel along with smooth implementation and transition of Concur self-booking tool for Veeva Speakers.

Administering Concur system like generating reporting, Financial Reconciliation based on Concur reports, and user instances to ensure correct rules are configured.

Ensure all travel processes are in place and SOP’s are current.

Training and ensuring employees are well aware of expense management, travel admin, profile creation & maintenance.

Conducting a few tests often to ensure rules are aligned with Business policies.

Ensuring online tool is equipped with customer guidelines & business rules.

Maintaining Travel Team SLAs, ensuring Quality Control across aligned customer portfolios.

Maintaining relationships with our internal customer teams.

Strong analytical skills to effectively analyze data and build meaningful reports, metrics, and charts.

Conduct weekly calls with Veeva Internal customer teams for pulse checks and ensure the Travel team is fully aligned with the customer needs/expectations.

Maintaining Business relationships with Veeva Travel Vendor.

Negotiating Contracts with Suppliers/ Airlines/ Car Vendors/Hotels etc.

Responsible for timely invoicing of bookings with Travel Vendors.

Create and provide reporting to the service delivery teams. Reports would be typically like Metrics/ SLA.

Ensuring the team has minimal errors while delivering the final itinerary to speakers.

Create a Travel Program to ensure employees’ understanding of policies and procedures through training and education.

Helping Veeva Travel to optimize and smooth transitioning of new Veeva accounts in Veeva Travel Team.

Building Travel Dashboards to measure SLAs/ Process efficiency.

Travel Spend Analysis and cost savings initiatives to be presented to leadership on a monthly basis.

Managing Travel and expense of speaker travel as well as Veeva Digital Events internal employees.

Proficient at working on smart sheet reports as well as Advanced Excel.

Hands-on experience in Concur & guiding travel team with best practices.

World Travel Inc.

(Onsite Travel Consultant)

Jan 2019- Sep 2023

Based On-site with Veeva Digital Events(Corporate travel and compliance) for their speakers Bureau.

Ensuring their speaker’s travel is being compliant while planning their Domestic Travel.

Meeting strict compliance in adhering to Physicians World policies and procedures.

Arranging Domestic Travel for their external client in terms of air, hotel, and car services.

Ensuring that the company’s benchmark in airfare, hotel rates, and car cost is being met.

Invoicing each transaction correctly and on time.

Ensuring all quality parameters are met to complete the transaction.

Escalating non-compliant transactions to the client team to avoid any customer issues and dissatisfaction.

Doing root cause analysis on customer feedback to understand that errors are not being repeated and proper resolution is provided.

American Express USA July 2018 – Dec2018

Virtual Travel Consultant

Responsibilities:

•Assists Platinum Card Members with international and domestic travel arrangements for personal and business travel such as air, hotel, and car rental with American Express' Travel and Lifestyle Services TeamBooks new travel and services existing reservations through Sabre GDS and ENCORE (an American Express internal booking tool powered by Expedia)

•Provides extraordinary care through servicing and consulting card members on Platinum Card benefits.

•Completed extensive Sabre and international luxury destination training.

•Provide advice on visa, passport and security requirements relating to the destination and confirm the issuing details for each reservation.

•Demonstrate commitment to customers, provide unsurpassed service by understanding, anticipating, and exceeding their expectations.

•Carry out systematic and rational analysis to identify the root cause of issues, make informed judgment, anticipate and prevent recurring problem.

Education

Master of Science in Business Analytics. (Grand Canyon University 2020)

MBA in H.R – Symbiosis Pune (India).

Bachelors in commerce – Jesus & Mary College (2006) India.

Sr. Secondary from C.B.S.E (2002) - India

Higher Secondary from C.B.S.E (2000) -India

CERTIFICATION:

Certified Salesforce Admin (Issued May-2022)

Preparing for Salesforce Business Analyst Certification (Expected to be completed in fall 2023)

•Green Belt Six Sigma Certified in year 2014.

TOOLS USED:

Business Process Diagramming

Flowcharts

Wireframing

Blueprint

Microsoft Word

Extra-curricular Activities

Member of the Non-profit Trailhead Community

Pickleball

Netflix

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