SUMMARY:

• Accomplished client facing Business Analyst / Project Manager with a strong Salesforce and CRM development/delivery/support background
• Adept at identifying stakeholder requirements, gap analysis, technical specifications, mapping business processes, and architecting solutions
• Highly effective team leader with the ability to instill pride of ownership while meeting timelines and budget.
• Salesforce Administrator (ADM201), Salesforce Force.com Developer (DEV401), and ScrumMaster (CSM).
• Sales Cloud Consultant and Project Manager (PMP) Certifications in process.
• Five years’ experience as Salesforce Business Analyst, Project Manager and Developer.
• Six full - life-cycle Salesforce implementations
• Three years’ experience other CRM in Enterprise Wide environments
• Eight-plus years Business Analyst experience; conversant with BABOK; Member IIBA Atlanta
• Salesforce Declarative Development, including Custom Objects, Fields, Related Lists, Page Layouts, Workflow, Validation, Escalation & Assignment Rules, Salesforce 1, et al
• Data clean up, scrubbing and ETL including Wizards and DataLoader.
• AppExchange product implementation
• Five years Project Management experience; conversant with PMBOK; Member PMI Atlanta
• Over 10 years of Consulting experience
• Extensive IT Delivery, Services Management and support experience
• Experience managing both on-shore and off-shore teams
• Exceptional client-facing skills from board room to individual user training
• Exceptional communicator - verbal, written, interpersonal and presentation
• Strong training experience, including Salesforce Administrator course

PROFESSIONAL EXPERIENCE:

Confidential, Los Angeles, CA.

Salesforce Business Analyst

Responsibilities:

• Member of eight-person Capgemini project team: 3 Functional, 3 Technical, PM and Practice Manager.
• Conducted and participated in numerous Interviews and Workshops to fully document the functionalities that will pass to the Salesforce UI.
• Prepared and wrote Questions and User Requirements for use in Interviews and Workshops.
• Drove the agenda for the production of the User Story inventory. Wrote User Stories which covered Quote and Bind for all four Lines of Business (Home, Auto, Umbrella and Recreational Vehicle), and for Policy Processing. Total User Stories produced > 800.

Confidential, Chicago, IL

Salesforce Business Analyst

Responsibilities:

• Documented current state and made recommendations for future state architecture and business processes.
• Reviewed issues for the project team where uncertainty existed. Wrote clear, concise reviews and reported back to the team.
• Organized meetings, insured presence of persons with needed expertize., and prepared for and conducted meetings of 10 - 15 people to resolve issues.
• Resolved integration issues between Medflow, Oracle, Salesforce and Workday.
• Participated in design decisions.
• Established positive working relationships with users and managers at Confidential and Confidential .
• Cash Applications Process Flow
• Medflow Field layouts
• Cutover Data Transfers
• Oracle to Salesforce data templates
• HIPPA PII requirements for Salesforce data
• Review of Early DPS Payments at Confidential
• Review of Post-Close EOM Invoicing at Confidential
• Review of DriveFactor Invoicing at Confidential

Technology: MS Office (Word, Outlook, Excel, Visio), Salesforce Steelbrick Order-to-Cash, Oracle Financials AR and GL, Workday GL, Jitterbit.

Confidential, Washington, DC

Salesforce Business Analyst

Responsibilities:

• Member of Confidential Corp team implementing Salesforce in the International Trade Administration.
• Worked with stakeholders at the Foreign Trade Zone Board ( Confidential ) to detail the current IBM Notes software and desired improvements.
• Reverse engineered current system into User Requirements with improvements fitted to Salesforce. The system includes:
• Case Management system for tracking applications to the Board
• Public facing Confidential website with organization and zone information and status of cases.
• System of Annual Reports for Zone Grantees and Operators.
• User Requirements
• Process Flows
• Data Field Definitions
• Picklist Definitions
• Case Type Field Layouts
• ERD
• Maintained excellent professional relationships with Stakeholders at Confidential and Confidential Corp.

Technologies: MS Office (Excel & WORD), MS Visio, IBM (Lotus) Notes, SharePoint.

Confidential, Atlanta, GA

Salesforce Business Analyst / Developer

Responsibilities:

• Client mission is to identify homeless individuals who wish to escape the lifestyle, and then mentoring and supporting them through a rigorous process to become self-sustaining individuals.
• Worked with Principals, Board of Directors, and employees to determine organization focus and desired business processes. Documented processes, procedures, data requirements, reports, forms, et al.
• Iterative, Agile methodology, with twice-weekly Scrum sessions.
• Architected a two-application structure, with a normal Administration Application including Leads, Contacts, Accounts, Opportunities, et al, and a second Intern Mentoring Application composed entirely of custom objects, fields and relationships to reflect the array of mentor-team positions and the tracking and reporting on their efforts in the long-term mentoring process envisioned.
• Implemented/configured Non Profit Starter Pack, ver 3.0
• Implemented/configured Click and Pledge Payment-as-a-Service package

Confidential

Salesforce Business Analyst

Responsibilities:

• Salesforce Business Analyst role with international IT Services Provider
• Solution Lead with 25-person, on-shore and off-shore, RFP response group on CelGene ImPACT Application Re-Development on Salesforce. CelGene provides state-of-the-art biological pharmaceuticals to patients and the medical industry.
• Project involved moving Patient Services Case Management functionality from a legacy Pega BPM system to Salesforce, preserving the existing functionality and look and feel as possible, and using the same touch points for external integration.
• Managed Salesforce Service-Side considerations, developed first-cut architecture, and assured accuracy and viability of the final solution.

Confidential, Miami, FL

Salesforce Project Manager / Administrator

Responsibilities:

• Worked with the On-Line Courses division of Confidential in preparation for future Salesforce development; 20% of Confidential courses are on-line.
• Client intends to engage in significant Salesforce development to manage two Call Centers - one soliciting new registrations and another providing follow-on services to current on-line students - and to track registrations and completions. Reports and dashboards will also be provided.
• Reverse engineered the existing Salesforce instance. The client uses the Case Management functionality of Salesforce for the purpose of maintaining several ticketing systems, mostly used by Admin. Provided an additional ticketing system for previously un-served group.
• Managed development of several alternative Documentation and Planning standards for future Salesforce projects.

Confidential, Atlanta, GA

Salesforce Business Analyst / Administrator / Developer

Responsibilities:

• Client arranges care services for elderly Confidential recipients.
• Set up Users, Profiles and Permissions. Worked with Workflows, Validation Rules, Leads, Contacts, Accounts, Modifications of Objects and Fields to fit.
• Worked in Iterative, Agile methodology, with weekly on-line Scrum sessions.
• Set up fields, views, reports and analytics.
• Wrote Birthday Email program from scratch using Time-Delayed and Immediate Workflows and Validation Rules on Contacts.

Confidential, Atlanta, GA

Salesforce Business Analyst / Administrator / Developer / Marketing Director

Responsibilities:

• Working with stakeholders, identified requirements, designed and implemented solutions to fit.
• Worked in Iterative, Agile methodology, with weekly Scrum sessions.
• Set up Users, Profiles and Permissions.
• Worked with Leads, Contacts and Accounts.
• Modified Objects and Fields to fit; Set up objects, fields, views, reports.
• Imported > 5,000 Leads with DataLoader.
• Mass emails on Fund-Raising events.
• Marketed Mid-City Café “Smoke Vodka” event in January. Designed marketing materials used in the Salesforce templates for the email campaign. Sent mass Salesforce email advertisements to the 5K leads. Handled all responses in Salesforce.
• Downloaded and prepared a Volunteer Tracking program from AppExchange which allows the organization to edit and track volunteer activities, and view those activities in views, reports, and related lists.
• Prepared an Email Header and Footer for the organization to use in Salesforce Templates going forward.

Confidential, Atlanta, GA

Salesforce Administrator / Developer / Business Analyst

Responsibilities:

• Independent and Structured study of Salesforce fundamentals, Administration, Development.
• Stood up two Non-Profit organizations.

Confidential, Atlanta, GA

Business Development / Marketing

Responsibilities:

• Performed business development and marketing work with this IT Professional Services firm.
• Sold professional services to the State of Alabama, State of South Carolina and State of North Carolina.