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Salesforce Business Analyst Resume

Atlanta, GA


  • 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.


  • 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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