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Salesforce Business Analyst Resume

Atlanta, GA

SUMMARY OF QUALIFICATIONS

  • Seasoned CRM professional with comprehensive experience having deployed a number of internal/external web - based applications at multi-national Fortune 500 Company.
  • Dedicated team leader with a track record of building high performance teams that consistently exceed financial and operational targets.
  • Over Five years of experience in the Salesforce.com CRM as an Administrator supporting Sales, Marketing, and Product teams.
  • Solid experience providing technical support for the global deployment of new CRM applications, specifically Salesforce.
  • Advanced proficiency in the area of Salesforce Administration, specifically the creation of profiles, role hierarchies, Sharing rules, designing custom objects and applications, work flow rules, Flows, Approval processes, etc.

TECHNICAL SKILLS

  • Sales applications: Salesforce.com, D&B Toolkit, D&B WorldBase, Hoovers, Factiva, LexisNexis, Westlaw
  • Salesforce Applications: LinkPoint, Conga Composer, Echo Sign, Clicktools, DupeBlocker, Rollup Helper, Eloqua, DemandTools, ProofPoint, Click and Pledge, D Confidential Loader, AutoRabit
  • ETL Tools: Informatica Cloud, Relational Junction
  • Source Code Management: GitHub
  • Business management tools: MS Office - Outlook, Word, Excel, PowerPoint, Visio, Project, Lotus Notes
  • Operating systems: Windows 7 / Vista / XP, Mac OSX 10, Office365
  • PDA: iPhone, iPad, Android
  • Web conferencing/ f:
  • File sharing: CISCO MeetingPlace, Webex, GoToMeeting, DropBox, MobileMe, Skype

Professional Experience 

Confidential, Atlanta, GA

Salesforce Business Analyst

  • Lead Admin for a team working on case management projects to build client problem resolution management solutions for internal Confidential lines of business.
  • Created an app for the logging and tracking of identified system problems and desired enhancements through resolution.
  • Engaged in various implementations of Force.com solutions for various core banking systems, e.g. Private Wealth Management.
  • Serve as a liaison between the clients and developers to ensure that all technical requirements are identified, if applicable.
  • Facilitated joint application review/design sessions (JAR/JAD) with clients, technical, and vendor resources.
  • Extensive utilization of Workflow Rules to automate Field Updates, Email Alerts,, time-dependent actions and Outbound API Messages.
  • Used Force.com Web services API for implementing web services to integrate with legacy systems, specifically using Force.com Sites.
  • Implementation of Relational Junction tool to create recoverable backups for all Salesforce d Confidential across multiple orgs and sandboxes
  • Admin responsibilities for 2 separate orgs and 15 sandboxes, with number of users exceeding 4500.

Confidential, Atlanta, GA

Salesforce Administrator

  • Leveraged multiple existing sales reports and other tools to develop and deliver accurate reports and information.
  • Gathered and analyzed sales pipeline d Confidential to generate weekly, monthly, quarterly and ad hoc reports.
  • Performed day-to-day Salesforce.com functions for d Confidential base maintenance.
  • Analyzed and responded to inquiries from the sales, marketing and product teams.
  • Developed documentation and materials for new and existing users in each department in addition to leading in person and remote sessions.
  • Created Custom Objects, page layouts and fields for transactional and contractual information.
  • Designed and deployed Custom tabs, buttons, validation rules, triggers, Approval Processes and Auto-Response Rules for automating business logic.
  • Created workflow rules and defined related tasks, email alerts, and field updates.
  • Implemented pick lists, dependent pick lists, lookups, master detail relationships, validation and formula fields for custom objects.
  • Use of Force.com developer toolkit including Apex Classes, Apex Triggers and Visualforce pages to help develop custom business logic.
  • Configured security and organizational hierarchy. Specifically roles, profiles and field level securities.
  • Configured Reports for custom objects and associated them to various Dashboards.
  • Responsible for d Confidential migration using Apex D Confidential Loader in Salesforce.com

Salesforce Administrator

Salesforce Administrator/D Confidential analyst for an $11.5 Billion global risk and insurance firm with experience identifying relationships and incorporating d Confidential elements from a multitude of internal and external sources for the purpose of developing a complete view in support of business growth.

  • Collaborated with business users and product managers in the development of new business requirements and enhancement requests by accurately capturing all stakeholder positions and translating them into system specifications.
  • Worked closely with teams in London, Bogota, Mexico City and Sydney on the migration of d Confidential from company’s legacy systems to Salesforce using Apex D Confidential Loader.
  •  Directed the of business users and colleagues across four international geographies in the use of new functionalities adopted for internal and external web-based CRM platforms.
  •  Served as primary liaison between IT project manager s, external vendors and internal business users.
  •  Created busine ss req uiremen t documentation, process workflows and con ducted u ser acceptan ce testing for new development projects and enhancement requests for regional sales teams.
  • Responsible for partnership with IT team ensuring that the Salesforce environment and related company d Confidential was secure while implementing and adhering to rigorous d Confidential quality standards.
  • Managed operational requests and serviced system issues for over 250 users in Salesforce.
  • Specifically, managed user set-ups, transference of ownership of accounts, performance of d Confidential integrity audits, de-duplication, and the creation of dashboards and reports, etc.
  • Effectively managed requirements risks by proactively tracking and communicating issues while devising methods to mitigate them.
  • Conducted company wide monthly risk assessment for OFAC compliance using integrated Trillium software.
  • Created monthly performance scorecards tracking key operational metrics, specifically dealing with the maintenance and cleansing of client and prospect d Confidential .
  • Produced and improved periodic statistical reports for department leaders and senior management.
  • Reviewed and analyzed d Confidential using Excel formulas, Vlookup, and Pivot Tables.
  • Subject matter expert for D&B d Confidential and Salesforce.

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