PROFESSIONAL EXPERIENCE:

Confidential, Mountain View, CA

Lead Technical Consultant

Responsibilities:

• Conducted planning, analysis, de - duplication, data cleansing, and data migration via Apex Data Loader of data from SAP ERP, SAP CRM and MS-Access databases into Salesforce.
• Led requirement gathering sessions with stakeholders.
• Setup testing sandbox environments for development, QA, Cast Iron integration.
• Evaluated different solution design possibilities.
• Performed testing of standard and customized work done on application.
• Created UAT test scripts.
• Created highly efficient MS-Excel macros to format large data files.
• Provided classroom and web-based to end users.
• Configured application with custom fields, workflow rules, email alerts, email templates, field updates, email to case, page layouts, case assignment rules, queues, profiles, validation rules.
• Co-led requirement gathering sessions with stakeholders.
• Setup testing environments for development and QA sandboxes.
• Moved metadata between testing environments and production using change sets.
• Created sophisticated workflow rules to automate case escalation and de-escalation between queues and to track the length of time spent in a queue.
• Created JavaScript custom buttons to enhance user interface.
• Performed System Integration testing.
• Prepared project documentation including requirement, design, production planning, configuration workbook.

Confidential, Redwood Shores, CA

Business Analyst

Responsibilities:

• Provided high quality support as System Administrator for Salesforce.com, NetSuite ERP, Cast Iron Cloud 2, Marketo, Google Sites.
• Setup Web to Lead integration with outsourced lead management firm.
• Managed accounting requirements and system enhancement projects covering financial reports, revenue recognition practices, sales order processing.
• Created professional services custom object in Salesforce.com to track consulting time spent on customer engagements.
• Prepared analytical reporting from CRM, ERP, and MS-Excel.
• Tested VisualForce components in sandbox and moved to production with Eclipse/Force.com IDE.
• Performed data cleansing of data on core applications.
• Prepared Disaster Recovery documentation for Information Technology
• Used Celigo SmartClient tool for ETL processing into ERP.
• Created online forms in Google sites for Human Resource functions.
• Evaluated different technology vendors for business needs.

Confidential, San Francisco, CA

IT On-Demand Application Support Analyst

Responsibilities:

• Provided outstanding application support to one of the world’s largest and most complex salesforce instances with 4,500+ users, 350 custom objects, and 50 apps which supports internal operations of the world’s #1 cloud computing company.
• The top producer by volume in # of I.T. tickets processed per month for a 12-member global team of salesforce.com administrators supporting several orgs.
• Troubleshooted system wide and user specific issues such as login, performance, record visibility, dashboard & report access, forecasting.
• Created a custom object to support acquisition needs of Jigsaw Corporation.
• Created a custom app for Customer Success Managers.
• Setup new case and lead assignment rules and related queues for Marketing, Travel, and Salesforce Japan.
• Created sharing rules on multiple objects for internal and portal roles.
• Assigned VisualForce pages and Apex classes to selected profiles.
• Used apex data loader to update forecasting quotas, sales transfers.

Confidential, San Francisco, CA

Salesforce.com Contractor

Responsibilities:

• Provided exceptional service and support to a large salesforce instance with 525 users covering both Retail Pharmacy and Health Systems.
• Developed an internal help desk using case management. Setup Email to Case, workflow rules, Email alerts, validation rules, layouts
• Provided direct end-user support for CRM field issues via phone, email, web conference, face to face meetings.
• Tested new features in full, configuration, and developer sandboxes and deployed into production using packaging.
• Created 100+ dashboard components for sales reps and executives.
• Consolidated two sales processes from two divisions into one process.
• Used apex data loader daily to import new prospect accounts, setup new opportunities, update program enrollments.
• Provided to Tier 1 support analysts.
• Created highly efficient MS-Excel macros to format source data files for daily feeds.

Confidential, Redwood City, CA

Salesforce.com Developer

Responsibilities:

• Designed a custom app for a Boston, MA talent management firm to manage bookings for bands, corporate events, weddings. Created mail merge templates to produce contracts. Provided web-based to end-users.
• Designed a custom app for a Dallas, TX telemarketing company for ongoing importing of lead data from Hoovers.com.
• Designed a custom object and complimentary reports for a NY, NY online foreign language company to manage sales order processing. Provided web-based to end-users.
• Provided full data migration of a St. Louis, MO networking consulting firm’s data into Salesforce.com using Apex data loader.
• Designed a custom app for a Vancouver, B.C. medical clinic using person accounts to manage Confidential ts and industry seminars. Setup web to lead, campaigns, dashboards. Provided web-based to end-users.

Confidential, Durham, NC

Co-Founder/Strategic Reporting Specialist

Responsibilities:

• Launched start-up Square 1 Bank in August 2005 with former executives of Comerica Bank, Imperial Bank, Silicon Valley Bank, into becoming a billion dollar bank in less than 4 years Supported executive team, board of directors, and sales teams with fast and accurate reporting from multiple IT systems.
• Managed, administered, developed, integrated 100 seat Salesforce.com enterprise application. Developed custom fields, page layouts, reports, dashboards, workflows, validation rules, communication templates. Provided web-based and classroom to staff. Performed data migration using Apex Data Loader. Developed an incentive compensation app to payout sales and support staff for new deals.
• Assisted developers with Metastorm “e-work” BPM workflow applications and SQL database design and query development. Performed software testing on new releases. Prepared end-user documentation manuals.
• Maintained SharePoint intranet site with content on channel partners and credit documents.
• Created custom and analytical reports from subscription Venture Capital databases - VentureSource and Venture Xpert.
• Created custom reports in hosted banking applications Fiserv and Horizon.
• Created profitability models in Microsoft Excel to maximize margins and profitability.