We provide IT Staff Augmentation Services!

Senior Business Analyst / Project Manager Resume

San Diego, CA

SUMMARY:

  • Experienced Salesforce Solution Architect/Lead Business Analyst/Project Manager with Over 20 years of information systems experience and over 15 years working with CRM projects, including Sales force.com (SFDC) Classic & Sales force Lightning versions.
  • Additional experience with integration of Big Machines, CPQ technology with quote to cash logic.
  • Lead on multiple global initial roll outs of new Sales force CRM application, with multiple country language, and currency challenges addressed prior to deployment.
  • Global roll out strategies have included “big bang”, and short sprint scaled roll out planning according to country or region needs and adoption tolerance relative to business priorities.
  • Involved in Confidential ’s IV&V focus is risk management that supports forward momentum and an eye on quality output for programs.
  • Established in typical project status reporting to include, timeline, risk, and budget parameters, as it relates to core team, vendors, etc.
  • Have taken lead in app exchange application and vendor vetting according to Organization/Enterprise functional, and technical process needs. Provide guidance and core function reviews, demos, and proof of concept sessions as needed for proper assessment, and decision process.
  • Technical experience includes data migration mapping from Siebel, NetSuite, and home grown databases to Salesforce.com using native Salesforce API configurations, and various middle ware applications such as Big Machines, Mule, and TIBCO technology.
  • Conducted App Exchange application evaluations for vertical application needs such as CTI, Marketing engine, and CPQ applications, marketing automation with Pardot, Marketo, and Eloqua.
  • Solid understanding of sales, marketing, and customer support operations business processes.
  • Proficient in Agile as a Certified Scrum Master, Waterfall, JAD, and RAD development methodologies for application as appropriate for various business projects and their objectives. Utilizes use case analysis to allow the business and functional teams to align requirements with proper solution objectives.

TECHNICAL SKILLS:

Salesforce.com, Siebel, SalesLogix, Big Machines, MS Visio, MS Project, JIRA, MS SQL & Oracle databases, Microsoft Windows 2000, Word, Excel, PowerPoint, and Outlook .

PROFESSIONAL EXPERIENCE:

Confidential, San Diego, CA

Senior Business Analyst / Project Manager

Responsibilities:

  • Lead project requirement meetings with stakeholders and technical staff, and author all functional and technical documentation that include BRD’s, Technical Spec. Doc’s, and Test Scripts for SIT, and UAT testing.
  • Documented use cases, Visio process diagrams, and technical design spec’s and matrices as needed.
  • Manage App.
  • Exchange vendor with all requirements sessions, and design sessions. Track and coordinate vendor development, and delivery according to internal project milestones.
  • Discuss and assist in requirement solutioning according to stakeholder requirements and Salesforce best practices for design, and data integrity.
  • Author data conversion, and integration plans according to legacy application and data current and future state transformation needs.
  • Provide master project plan to track milestones, and development phases through testing and deployment.
  • Prepare and present weekly project status reports for business sponsorship, and stakeholders update all on progress, risks, and new issues that as needed
  • Conduct daily scrum call with offshore development resources, to track and update scrum board according to assigned tasks.
  • Determine any blockers, and assist in removing/resolving as needed.

Confidential, San Diego, CA

Senior Business Analyst / Project Manager

Responsibilities:

  • Provide weekly status reports on project time line, risks, and budget according to business priority and deadlines.
  • Provided regional and global deployment planning timelines according to best practices, business priority, language, and currency accommodation requirements on Salesforce, and Partner Portal.
  • Review business process requirements, and provide design solutions according to native Sales force functionality, and determine custom design options based on complexity and priority for the business.
  • Provide structure and leadership to achieve maximum performance and streamline development of the Sales force team at all levels.
  • Involved in Confidential ’s IV&V focus is risk management that supports forward momentum and an eye on quality output for programs.
  • Involved in risk mitigation manifests itself into “full life - cycle” IV&V services that provide a comprehensive quality view at and during each phase of the program through up-front assessments of all major contract deliverables and program-executed processes.
  • Involved in functional, technical, and programmatic assessments to cover all aspects of a program - because all are vital to be successful.
  • Empower clients with early insight into process deficiencies and system defects so managers can make timely and informed decisions.
  • Improved and accelerated program performance
  • Reduced IT expenditures and program cost
  • Mitigated risks / shortened issue resolution
  • Delivered in-scope system features and functionality
  • Increased positive experience of stakeholders and customers
  • Clearly defined and trackable performance measures

Confidential, Aliso Viejo, CA

Senior Project Manager/ for Salesforce.com

Responsibilities:

  • Created detailed project plan in MS Project showing work breakdown structure, and milestones for the duration of the project
  • Provide weekly status reports on project timeline, risks, and budget according to business priority and deadlines.
  • Provided regional and global deployment planning timelines according to best practices, business priority, language, and currency accommodation requirements on Salesforce, and Partner Portal.
  • Facilitated divestiture and business separation from Dell to Confidential, with final separation on Nov. 1, 2016
  • Review business process requirements, and provide design solutions according to native Salesforce functionality, and determine custom design options based on complexity and priority for the business.
  • Provide structure and leadership to achieve maximum performance and streamline development of the Salesforce team at all levels.
  • PM on proper planning according to business priority and project Sprint planning
  • Assist in BSA documentation content management as needed
  • Assist in requirements solutioning as needed
  • Provide vendor selection criteria for marketing engine and CPQ technology delivery
  • Provide reports and presentations to Executive sponsorship on weekly, monthly basis

Confidential, San Jose, CA

Project Manager

Responsibilities:

  • Created detailed project plan in MS Project showing work breakdown structure, and milestones for the duration of the project
  • Provided project planning according to business priorities and development timelines for global divisions.
  • Presented weekly project status reports to business sponsorship with detailed milestone, risk, and budget status, and discussed new issues as needed.
  • Conducted requirements meetings with business stakeholders and documented for proper solutions vetting and presentation to the business.
  • Serve as liaison between business stakeholders and technical team for vetting high priority and high complexity solutions during sprint design and review sessions.
  • Conduct daily standup with development team on site and off shore
  • Manage onshore and offshore development teams through daily calls
  • Worked with multiple architects on cross functional processes within, and outside of Salesforce.com
  • Delivered declarative configuration changes in Salesforce.com according to requirements solutions

Confidential, Hollywood, CA

Project Manager

Responsibilities:

  • Review requirements for specific division of Salesforce users to onboard use of Leads function.
  • Prepare Dev. sandbox for POC on specific Leads configuration in Enterprise instance for demo to stakeholders. Still in progress at present time.
  • Documenting configuration changes in tracking program according to each user story and configuration changes needed.
  • Establish architecture to accommodate design based on business requirements by Epic.
  • Configured Salesforce Lightning for a test group of users in the sales division to deliver sales cycle management with Confidential driven sales process configuration, support, and training of these sales users.
  • Determined custom dashboard reporting according to new Lightning sales process management features.

Confidential, Westlake Village, CA

Project Manager/Lead BA

Responsibilities:

  • Reviewed project SOW to align original milestone dates to revised dates according to team capacity
  • Serve as liaison between business stakeholders and technical team for vetting high priority and high complexity solutions during sprint design and review sessions.
  • Conduct daily standup with development team on site and off shore
  • Manage onshore and offshore development teams through daily calls
  • Established initial architecture and design of Salesforce.com application to accommodate CPQ to Commissions process. Documented and reviewed with development team for process analysis and best practices for design.
  • Assisted marketing IT team with Pardot for Salesforce initial configuration of email campaign and dynamic email setup, lead scoring criteria, landing pages, progressive profiling, and analytics reporting management.
  • Worked with QA team to establish proper process according to deliverable design.

Confidential, Folsom, CA

Solution Architect /Project Manager

Responsibilities:

  • Created detailed project plan in MS Project showing work breakdown structure, and milestones for the duration of the project
  • Provided weekly PM status reports on milestones, risks, issues.
  • Established initial and ongoing “best practice” principles, and monitored throughout project according to design, development, and deployment.
  • Designed role out plan according to business priority for each division and global region as determined by business process, language, and currency needs.
  • Managed and coordinated onshore and offshore Business Analysts
  • Managed offshore development team and assigned development tasks
  • Conduct daily standup with development team on site and off shore
  • Determined solutions for requirements in each sprint
  • Compose functional specs for development
  • Produced organizational data model and architectural model
  • Determined data migration plan for multiple instances of Salesforce into one enterprise instance
  • Designed and configured Apttus CPQ application into Salesforce.com according to business quote to cash requirements. This included electronic signature technology through DocuSign application.
  • Conducted requirements discussion meetings with business stakeholders

Confidential, San Diego, CA

Project Manager & Solution Architect

Responsibilities:

  • Created detailed project plan in MS Project showing work breakdown structure, and milestones for the duration of the project.
  • Provided weekly reporting on project plan according to milestones, risks, new issues, and best practice discussions.
  • Manage Salesforce development projects & provided functional design assistance during requirement discussions with business stakeholders and Business Analysts.
  • Compose stories in JIRA and supporting documents for development
  • Conduct Sprint sessions with business
  • Conduct daily standup with development team on site and off shore
  • Compose functional specs for development
  • Assist in producing organizational data model and architectural model
  • Deliver configuration and development solutions according to requirements in each sprint
  • Configured Pardot marketing automation software to accommodate marketing campaigns with email drip campaigns, and analytics lead nurture and scoring models according to business insight.

Confidential, Mountain View, CA

Solution Architect & Functional Lead

Responsibilities:

  • Manage Salesforce development projects & offer functional design assistance during requirement discussions with business stakeholders and Business Analysts.
  • Compose BRD’s
  • Provided technical solutions according to business requirements, and provided technical specs to development team.
  • Conduct Sprint sessions with business
  • Conduct daily standup with development team on site and off shore
  • Compose functional specs for development
  • Produced organizational data model and architectural model for Salesforce.com according to Agile Scrum Epics and business priority.
  • Supported and manage Change Management policies and procedures

Confidential, Los Angeles, CA

Solution Architect

Responsibilities:

  • Responsible for full engagement with business stakeholders to determine requirements by entity for core Salesforce.com functional needs.
  • Provided design solutions according to requirements and technical best practices for Salesforce.com.
  • Assisted in migration from Eloqua marketing automation to Pardot marketing automation with updated sales lead scoring model according to marketing website enhancements.
  • Addressing Salesforce.com Partner Portal and custom VForce Portal requirements for service department
  • Providing project management leadership across teams for Agile Scrum development to familiarize the organization with the methodology. They are migrating from Waterfall development methodology.
  • Providing content and design for courseware for Salesforce new user training and onboarding
  • Serving as coordinator between Salesforce development vendors and the business for custom development projects.

Environment: Salesforce.com, Agile scrum, VForce, Waterfall.

Hire Now