Business Analyst Case Management

Vinay Datla

Irving, TX ● 316-***-****

**************@*****.***

PROFESSIONAL SUMMARY

Detail-oriented Business Analyst with hands-on experience in Salesforce CRM optimization, business analysis, and data management, making data-driven decisions to enhance business operations. Skilled in gathering requirements, analyzing processes, and implementing Salesforce enhancements to improve efficiency and user experience. Experience working on impactful projects like the NYC Asylum Seekers Initiative, streamlining workflows and automating case management processes. Proficient in Salesforce Reports & Dashboards, Flows, SOQL, SQL, Python, and Tableau, with expertise in UAT, stakeholder collaboration, and process improvement. Adept at bridging the gap between technical teams and business users, ensuring smooth implementation of Salesforce solutions that align with organizational goals. EXPERIENCE

Business Analyst July 2024- Present

MTX Group, New York City, USA

• Partnered with cross-functional stakeholders, city departments, and service providers to elicit and document business requirements for case management under the NYC Asylum Seeker Initiative project.

• Collaborated closely with Salesforce Developers and Administrators to design, test, and deploy custom objects, page layouts, record types, validation rules, and Lightning App customizations.

• Developed comprehensive user stories, process flow diagrams, and functional specifications using tools like Jira and Visio, ensuring alignment between business needs and technical solutions.

• Analyzed existing business processes and executed gap analysis to recommend Salesforce automation using Flows (Screen Flows, Record-Triggered Flows) and Approval Processes for streamlined service delivery.

• Implemented and maintained security configurations including profiles, permission sets, role hierarchy, and field-level security to meet compliance standards.

• Built and optimized real-time dashboards and Lightning reports for tracking KPIs related to housing, healthcare access, and social service utilization.

• Performed extensive data cleansing and validation activities using Data Loader and Salesforce Inspector to ensure data integrity for government-mandated reports.

• Authored and executed UAT scripts, coordinated feedback cycles, and documented enhancements in Agile sprints to ensure high-quality system delivery.

• Enhanced interdepartmental collaboration through integration of external data sources and automated email alerts to notify caseworkers of status changes.

• Utilized Snowflake to manage and query large-scale customer and sales data, supporting advanced analytics and enhancing the performance of Salesforce-integrated reports.

• Developed and maintained Looker dashboards and Salesforce Lightning reports for real-time visibility and trend analysis of the sales pipeline, customer behavior, and campaign performance, enabling leadership to make proactive, data-driven decisions.

• Delivered customer service-focused user training and created SOPs, improving Salesforce CRM adoption among caseworkers and enhancing the accuracy of reporting, which contributed to stakeholder satisfaction.

• Collaborated with data engineers to build ETL pipelines from Salesforce to Snowflake Enterprise Data Warehouse (EDW) using tools like Informatica, DBT, and Airbyte, ensuring high data integrity, transformation consistency, and availability for enterprise analytics. Graduate Teaching Assistant - Business Analyst Jan 2024- May 2024 Wichita State University

• Collaborated with faculty to gather requirements, refine curriculum materials, and implement process improvements, simulating stakeholder engagement and business process analysis.

• Managed and analyzed academic data using advanced SQL queries to generate actionable insights, supporting data-driven decision-making for curriculum development and optimization.

• Delivered hands-on training on Salesforce, Excel, and data visualization tools, ensuring students gained practical skills in CRM, data analysis, and reporting, relevant to business analysis roles.

• Acted as a liaison between students and faculty, ensuring effective communication, resolving concerns, and enhancing stakeholder satisfaction—a key component of business analysis.

• Developed progress reports, documentation, and summaries, demonstrating strong reporting, analytical, and communication skills critical for business analysis roles.

• Conducted review sessions to gather feedback, test curriculum effectiveness, and implement iterative improvements, mirroring UAT and continuous process enhancement in business environments. Business Analyst Feb 2020- Jul 2022

Amazon, Hyderabad, India

• Gathered and translated complex business requirements into detailed user stories and acceptance criteria to support global Salesforce implementations.

• Acted as the conduit between business teams and Salesforce Developers/Administrators to deliver scalable solutions using custom objects, record types, Lightning Components, and App Builder tools.

• Created and managed automation tools using Salesforce Flows, Workflow Rules, and Process Builder to streamline approval processes and reduce manual tasks with the help of Salesforce Administrators and Developers.

• Implemented validation rules, lookup filters, and dependent picklists to ensure data accuracy and enforce business logic across sales and service operations.

• Developed advanced Lightning Reports and joined dashboards, delivering real-time insights for leadership on campaign ROI, customer satisfaction, and sales performance using Tableau.

• Spearheaded User Acceptance Testing (UAT), wrote test scripts, logged bugs via JIRA, and worked closely with QA and developers to drive resolution.

• Integrated Salesforce with Blackthorn Events for end-to-end event lifecycle management including attendee tracking and follow-ups.

• Collaborated on SaaS solution rollouts by analyzing existing business processes, designing scalable data models, and performing end-to-end systems analysis to support integration and business growth strategies.

• Provided Salesforce training to 50+ users across sales and marketing, driving a 30% increase in platform utilization and user efficiency.

• Contributed to Agile/Scrum ceremonies managing sprint planning, backlog grooming, and daily stand-ups. Business Analyst May 2019- Jan 2020

Rite Academy, Hyderabad, India

• Implemented Education Cloud to manage student enrollment, academic records, and personalized learning journeys.

• Collaborated with educators to gather requirements and translate them into scalable Salesforce solutions, improving student engagement metrics by 40%.

• Integrated Marketing Cloud to design and automate email campaigns, event communications, and student outreach initiatives, increasing campaign engagement rates and enhancing the student lifecycle experience.

• Designed and delivered test scripts, conducting thorough UAT to ensure solutions met academic and administrative needs.

• Collaborated with users to create customized reports and dashboards that provide insights into performance metrics and support decision-making.

• Provided training for over 100 faculty and administrative staff on CRM usage, enhancing adoption and proficiency across the institution.

SKILLS

• Salesforce Platforms & Tools: Sales Cloud, Service Cloud, Marketing Cloud, Salesforce Flows, Data Loader, Salesforce Inspector, Salesforce.com (SFDC)

• Business Intelligence & Data Visualization: Tableau, Power BI, Looker, Microsoft Excel (Data Analysis & Reporting), Salesforce Dashboards, Python for Data Visualization

• Big Data & Cloud Technologies: Snowflake, DBT, Prefect, Airbyte, Informatica, AWS

• Programming & Data Science: Python (Pandas, NumPy, Matplotlib, Seaborn), R Programming, SQL (Joins, CTEs, Subqueries, Window Functions), SOQL, SOSL

• Testing & Quality Assurance: User Acceptance Testing, Test Scripts, Data Modeling, Acceptance Criteria

• Collaboration & Documentation Tools: Jira, Asana, Smartsheet, Confluence, Lucidchart, orsimilar, Slack, Microsoft Visio, PowerPoint, Microsoft Word, Microsoft Outlook

• Version Control & DevOps: GitHub

EDUCATION

Master of Science - Data Science Wichita State University, Kansas Bachelor of Science – Mechanical JNTU, Hyderabad

CERTIFICATIONS

• Salesforce Certified AI Associate

• Salesforce Certified Administrator

• LinkedIn Certifications: Data Cleaning, Data Governance, SQL for Exploratory Data Analysis, Data Ingestion with Python, Python for Data Visualization, Python Data Structures and Algorithms.

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