Business Analyst/Salesforce.com
Resume:
Jeffrey P. Brochstein
Atlanta, GA 30350
Tel/Cell: 313-***-****
Email: **************@*****.***
CAREER OBJECTIVES
In furthering my professional goals, I am currently looking to leverage my unique skills and experience in continuing my Business Analyst career with a growing, reputable corporation or organization
PROFESSIONAL EXPERIENCE
May 2011 – Present Business Analyst, TekPartners Inc (http://www.tekpartners.com/) Fort Lauderdale, FL
• Client site (Citrix Systems - http://www.citrix.com Fort Lauderdale, FL) Business Analyst contractor for internal marketing department projects
• Interim Lead BA for Marketing Enablement Process in the Marketing Systems/Data Groups
• Lead Business Analyst for all marketing investment requests for fixes and enhancements to the Salesforce.com (SFDC), Marketo and Epiphany environments equaling under 200 LOE (Level of Effort) work/development hours
• Lead Business Analyst on Customer Reference Database Project which saw the migration of Customer Reference data from 3rd party Boulder Logic Database into a customized Reference objects within company-wide Salesforce.com CRM tool
• Gathered Business and Technical Requirements from Customer Marketing/WireWire Teams
• Built Business and Technical User Acceptance Testing (UAT) scenarios based on Business Requirements
• Conveyed all Requirements to IT Salesforce.com Configuration Team
• Initiated and led all interdepartmental Business Requirements gathering and Use Case testing sessions with business and SFDC practice IT teams
• Initiated and led all Joint Application Design (JAD) pre-rollout sessions
• Managed and manipulated most external data files for migration in Salesforce.com via the APEX DataLoader
• Testing of Database functionality in new Salesforce.com Customer Reference Database
• Built, managed and disseminated all collaborated Business Requirement documentation via internal SharePoint site
• SFDC Sales Cloud (Chatter, Groups and Deal Rooms) provisioning and training for Customer Marketing/WireWire Teams
• Report and Dashboard configuration for Customer Marketing/WinWire Teams in new Salesforce.com Customer Reference environment
• Ongoing Training of Customer Marketing/WireWire Teams on new Salesforce.com Customer Reference Database
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July 2010 - April 2011 Sales Database Administrator, The Ultimate Software Group (http://www.ultimatesoftware.com) Weston, FL
• One of two departmental (Sales Operations Dept.) administrators of Salesforce.com CRM tool, including ongoing maintenance, training of field sales personnel, report and dashboard building and tweaking as well as custom object configuration for all Sales Operations supporting over 300 users
• Manage security, users, roles, profiles, groups, queues, and other setup options within SFDC
• Managing Sales user’s support issues including being the primary point of contact for all departmental Salesforce.com HELP! Tickets (custom SFDC object specific to Ultimate Software’s environment) which consolidates, records and tracks all departmental requests and queries
• Monitoring, managing and improving Sales database quality by leveraging tools (APEXdata loader, People Importer) to consolidate, standardize, update, and mass import/delete data as required
• Project Manager of migrating 7,600 (via the APEXDataLoader) customer contracts, purchase orders, addendums, license agreements and other legal documentation from Doculex document management database into a designated, secured Workspace within SFDC’s CRM Content object and subsequently attached each document to their respective Account page in SFDC, making all documentation accessible to Sales, Sales Operations, Post Sale Administration and Legal Departments.
• Company point of contact for all Salesforce.com CRM Content/Workspace initiatives
• Performing structure weekly, monthly and annual audit cleanup of Sales user’s database for continued improvement of data quality
• Point of contact for and execution of all sales territory changes and realignments in Salesforce tool.
• Key liaison with Salesforce Premier Support to address open areas of concern as they related to sales initiatives and user issues. Responsible for full case cycle – from case submittal, escalation to case closure
• Providing Sales Operation support for Eloqua Marketing Automation rollout
• Maintaining current knowledge and documentation of all Salesforce.com new releases as they relate to updates and revisions including suggestions for improved functionality and usability.
• Chaired monthly stakeholder meeting and agenda content
• Interfacing with Marketing and Shared Services system administration teams on feature development, deployment, shared objects/fields and other joint/shared initiatives within SFDC
• Representing company and Sales department at Salesforce.com’s yearly DreamForce user conference event in San Francisco, CA
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April 2008 – June 2010 Content Manager, *Learn.com (*Acquired by Taleo Corporation in September 2010)
(http://www.learn.com) Sunrise, FL
• Team-leading the implementation of partner eLearning courseware software products within Learn.com’s Learning Management System (LMS) to all client sites
• Developing and implementing third party partner royalty reporting with Accounting and upper management
• Developing and maintaining operational processes relating to third party partner products and solutions
• Assisting staff and clients with customized content (courseware) options and processes
• Maintaining client/prospect content portal as well as internal staff partner product and solution information portal
• Project Manager and Point of Contact for all Wolters Kluwer partner related queries and issues
• Leading external (client) and internal (sales) staff training on all third party content
• Managed and maintaining (assisting sales and upper management with) all third party content opportunity reporting and forecasting in MS Dynamics CRM tool.
• Managed initial stages of data migration/integration to Salesforce.com
• Managing all third party content (eLearning courseware) with B2C consumer portal initiative (http://www.learn.com/personal)
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January 2005- April 2008 Inside Sales Manager - Salesforce.com Administrator, *Proforma Corporation (http://www.metastorm.com/) Southfield, MI
*Acquired by Metastorm, Inc. in August 2007
• Opened contact and fostered new relationships with over 500 Fortune 2000 prospects covering over 20 states and several industry verticals.
• Managed sales pipeline, exceeded quota and closed business with existing customers and new prospects (50k sales opportunities and under)
• Closed in excess of $2 million in new software licenses and consulting revenue
• Analyzed business requirements and recommended solutions, including writing functional specifications and coordinating their implementation.
• Effectively communicated with the client's/prospect’s decision makers to better understand the short and long-term goals to meet and exceed needs and expectations
• Followed up on and qualified leads from conferences, webinars and web downloads
• Built and presented sales and partnership forecasts relative to region
• Recruitment of targeted value-add partners and resellers
• Company administrator of Salesforce.com CRM tool, including training, report building, forecasting and dashboard configuration for sales, marketing and upper management
- Performed day to day Salesforce.com administrative tasks and manage Sales user’s support issues (e.g. unlocking/resetting passwords, modifying data and creating ad hoc reports).
- Performed structured weekly audit cleanup of Sales user’s database for continued improvement of data quality
- Territory Database Project Management and Point of Contact for database cleanup, including territory changes, alignment and updating and distributing of territory rules and master territory list.
- Created new Sales users and setup within the application
- Trained new field sales personnel on SFDC application
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May 2003 –January 2005 Inside Sales Representative, ForeSee Results Inc. (http://www.foreseeresults.com) Ann Arbor, MI USA.
• Opened contact and managed sales pipeline between FSR and over 500 Fortune 2000 client prospects covering over 30 states and multiple industry verticals, resulting in over 250 presentations set and over $1 million in revenue.
• Opened contact between FSR and various potential Business Development/Alliance technology/media partners
• Following up on and qualifying leads from conferences, webinars and web downloads
• Generated, qualified, and disseminated sales and partnership leads
• Built and presented sales and business development forecasts
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June 2001–April 2003 Business Development Representative, Quasar Communications Systems Ltd. Rehovot, Israel.
• Opened contact and fostered new relationships with telecom distributors and technology partners throughout Europe, Africa and Latin America.
• Managed sales pipeline, exceeded quota and closed new business with existing customers and new prospects
• Built and presented business development and marketing forecasts relative to global sales regions
• Built internal database on competitors and the overall B2B telecom market.
• Extracted crucial intelligence information from competitors, including wholesale price lists and classified technical documents
• Position included travel to Europe, Africa and Latin America
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December 2000- June 2001 Business Development Manager, Enbaya Inc. (Interactive 3D software solutions). Tel Aviv, Israel (Cupertino, CA)
• Opened contact with target partner prospects in the US consumer electronic and eCommerce industries
• Generated, qualified, and disseminated sales and partnership leads
• Built and presented business development forecasts
• Built internal database on competitors and overall interactive 3D software market.
• Extracted crucial intelligence information from competitors, including software package pricelists and classified technical documents
• Position included travel to Europe and the US
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October 1999 –November 2000 Business Development Consultant, Renico Business Development Ltd. Tel-Aviv, Israel.
• Opened contact, negotiated and closed partnership and co-branding agreements on behalf of Israeli start-up software clients with target partner prospects in the US IT industry
• Generated and qualified business development leads
• Managed team of 4 Business Development professionals
• Extensive business plan and executive summary writing
• Conducted thorough market and competitive analysis
• Position included travel back to the US
EDUCATION
1997-1999 MA; Economics, University of Birmingham (UK)
1991-1995 BA; Political Science, University of Detroit
IT SKILLS
• Advanced knowledge and expertise of several CRM applications: Salesforce.com (Administrator), Microsoft Dynamics CRM, ACT, SalesLogix, Vantive and Goldmine
• Advanced business and technical knowledge of rich media 3D solutions, Web Surveying/Online Customer Satisfaction tools, Payroll and HR management systems, Business Process Management (BPA/BPM) solutions and Corporate SaaS Learning Management Systems (LMS)
• Strong working knowledge of eLearning industry standards (AICC, SCORM)
• Advanced knowledge of all Windows operating systems and Microsoft Office Products
• Advanced knowledge of major email systems (Outlook-Exchange/Lotus Notes)
• Advanced knowledge of MS SharePoint, Clarity and Crystal Reports
• Expert knowledge and thorough experience with data mining via popular web search engines
• Strong familiarity with Marketo Marketing Automation platform
• Familiarity with Microsoft BizTalk BPM “Adaptor” protocols
FOREIGN LANGUAGES
• Fluent Hebrew
• Intermediate Arabic
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