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Sr. Salesforce Business Analyst Resume

Charlotte, NC


  • Over 6+ years of IT experience with above 6 years' experience in the Salesforce.com CRM Platform as Business Analyst.
  • Business Analyst with extensive of experience with solid understanding of business requirement gathering, documentation, business process flow and business process modeling.
  • Experience in creating BRD's and FRD's.
  • Extensive experience in gathering Business/Functional user requirements, creating Use Cases as per user requirements, developing/designing UML diagrams such as Activity, Class, and Sequence diagrams in addition to creating Business Requirements Document.
  • Proficient in all phases of Software Development Life Cycle (SDLC), which involves requirement gathering, requirement analysis, agile, functional design, implementation and enhancement of projects in SalesForce.com
  • Experience in using Salesforce.com Creating Roles, Profiles, Email Services, Page Layouts, Workflow Alerts, Actions, and Approval Processes.
  • Hands on experience implementing Security/Sharing rules, Configured permission sets, Field level Security, Record level Security, Profiles, Roles and resource monitoring at different hierarchical level of Organization.
  • Strong knowledge in customized Case Management with Escalation Rules, Workflow, Approval Process, Validation Rules, Reports and Dashboards.
  • Prepare, document and deliver Release Notes for new technology releases.
  • Experienced working in Cross - functional teams, identifying business requirements and supporting sales/marketing efforts.
  • Business Process mapping and transformation.
  • Creating BRD/SRS documents, Process flows diagrams, Data or Program flowcharts.
  • Involved in project to understand the business needs and objectives of the system and interacted with the end client/ users and stakeholders, involved and gathered requirements for the integrated system.
  • Lead planning meetings, analysis development, test inspections, and other project meetings throughout project life cycle.
  • Working with user group for requirement gathering throughout the planning and implementation.
  • Experienced in using Excel to create Pivot tables, Vlookup functions and accessing multidimensional cubes from Excel.
  • Great interpersonal and communication skills, focused, self-motivated, organized, quick learner and team oriented.


Confidential, Charlotte, NC

Sr. Salesforce Business Analyst


  • Work with Delivery Lead/Project Manager to maintain and coordinate communication with clients.
  • Gather requirements to analyze, design and/or implement technology best practice business changes.
  • Ensure the successful delivery of Salesforce.com implementation.
  • Map business, functional and technical requirements to Salesforce.com features and functionality.
  • Critically evaluate information gathered from multiple sources, reconcile inconsistency and break down high-level information into details.
  • Partner with Architect and Developers to transform new requirements into Salesforce.com design and implementation.
  • Create training materials and documentation for Salesforce.com users and help train new end users on Salesforce.com and related applications.
  • Perform Salesforce.com administration: Configure Users, Profiles Role Creation/Maintenance, Custom and Formula Fields, Validation Rules, Page Layouts and List Views, Workflows & Approvals and Process Builder.
  • Support testing cycles (UAT, regression, system) and/or Training/Training Materials.
  • Represent Scrum team as technical delegate during Scrum of Scrums event.

Environment: Saleforce.com platform, Apex Language, Visual Force (Pages, Component &Controllers), Workflow& Approvals, Reports, Custom Objects, Custom Tabs, Email Services, Security Controls, Eclipse IDE Plug-in.

Confidential, San Diego, CA

Salesforce Business Analyst


  • Gathered analyzed, documented business and technical requirements from both formal and informal sessions and validate the needs of the business stakeholders.
  • Followed Agile Methodology, conducted Story Card Sessions, created story cards, and prioritized them.
  • Identify source systems, their connectivity, related tables and fields and ensure data suitably for mapping.
  • Utilized collaborative information gathering sessions with Executive management and business users to gather and elicit "as-is" processes to identify areas for improvement for process optimization and streamlining - identification of gaps.
  • Formulate process flow documents / charts and develop and document "to-be" processes ensure successful and effective translation of business needs into actionable requirements.
  • Conducted a comprehensive use case analysis to determine key abstractions such as loan underwriting, loan-closed, borrowers-info, mortgage-payments etc, and their mapping to the standard analysis mechanism to enable maximum reuse.
  • Gathered requirements and modeled the data warehouse and the underlying transactional database .
  • Used MS-Visio for flow-charting, Use- Case process model and architectural design of the application.
  • Created surrogate key tables to map the required dimensions.
  • Performed extensive requirement analysis including data analysis and Gap analysis for functional variances, exceptions and processing rules.
  • Created the As-Is and To-Be process flows using MS Visio for the project.
  • Involved in gathering the requirement with the SMEs to get the maximum information about the work-stream including Mortgage Servicing, Loan Monitoring, and Asset Management.
  • Provided UAT support during User Acceptance Testing.
  • Conduct daily status meetings within the group and provide updates to the QA Manager.
  • Created User Acceptance Test Plan and Test Scenarios.
  • Involved in Functional Requirement Specifications, QA Test Plan, and QA Test Scenario review meetings.
  • Involved in Execute the QA Test Scenarios in Test Lab.
  • Involved in User Acceptance Testing and User Training.
  • Enhanced the job properties for performance tuning.
  • Prepared the documentation of Data Acquisition and Interface System Design.

Environment: Salesforce.com Administration and Security Controls, Custom/Standard Objects, Reports &Dashboards, Custom Tabs, Page Layouts, and Data Loader, HP Quick Test Professional.

Confidential, Phoenix, AZ

Salesforce Business Analyst


  • Assisted the Project Manager with developing a project scope statement.
  • Performed Document Analysis and review historical data from lessons learned from previous projects in order to collect data to assess project and stakeholders.
  • Developed and documented a comprehensive business case to assess the costs, benefits, ROI, and Total Cost of Ownership in order to get buy-ins for the purchase and implementation of a new CRM solutions to replace current legacy systems.
  • Involved in project planning activities, Scheduling activities, resource coordination, JAD workshop facilitation, project communication and monitoring of the various tasks assigned to Project Team members throughout the SDLC Waterfall lifecycle.
  • Worked with department end-users to investigate business processes associated with project initiatives in order to elicit requirements.
  • Performed use-case diagram using Ms Visio to facilitate workshop with stakeholders in order to understand how current processes impact current and future processes and operation across multiple department.
  • Captured business requirement and translated them into functional requirements.
  • Prepared a Functional Requirement Document (FRD) for Solution Architect and development team to use in the design phase.
  • Mapped current state against future state processes using as/is and to/be process diagramming to understand current infelicities and uncover potential market opportunities.
  • Elicited requirement through requirement gathering workshops with interfacing stakeholders and IT teams, modelled complex business processes to define system functionalities.
  • Identified the impact of requirements on production, department and upstream and downstream solution components.
  • Trained users on how to use new systems in their respective departments.
  • Performed Gap analysis to Identify and validate value gaps and opportunities for process enhancements and efficiencies.
  • Led meeting to explain to stakeholders and management how new business solution may improve business processes across departments.
  • Utilized technical flow charts, Network Diagrams and Gantt Charts to effectively map and manage critical paths and bottlenecks in conjunction with Project Tracking
  • Conducted user meetings and prototyping during J.A.D sessions to reduce scope creep to a minimum.
  • Led communication during solution design by providing insight at design sessions with IT teams so to ensure functionalities matched with requirements.
  • Participated in evaluation of third-party vendors
  • Developed risk register to manage risks.
  • Prepared weekly Project Status Reports for Line Management.
  • Assisted in the implementation of selected CRM solution Claims Connect to manage claims submission from Providers and Patients.
  • Configured User Interface to meet new environment.
  • Supported continuous process improvement by participating in the development, implementation, and maintenance of standardized tools, templates, and processes across multiple department.
  • Prepared test scenarios, test cases and scripts and map requirement to proper functionality as specified on BRD.
  • Created, compiled, maintained and communicated orderly test results and status reports.
  • Worked with stakeholders on the final signing process in the User Acceptance Testing stages and throughout deployment phases.
  • Wrote users' training manuals, updated lessons learned.

Environment: Saleforce.com, sForce.com platform, Apex Classes, Chatter, Visual Force Pages, Controllers, Custom Objects, Custom Tabs, Email Services, Workflow & Approvals, Reports, Security Controls, Eclipse IDE, Windows.

Confidential, Irvine, CA

Salesforce.com Analyst /Administrator


  • Used agile methodology to understand the existing system and the current business process and methods to identify deficiencies and areas for improvement and enhancement.
  • Responsible for documenting user stories, business rules, workflow diagrams and business process modeling (BPM) for the proposed functionality. Closely worked with the Scrum Master in the burn-down chart, task board updates and Product Backlog reconciliation.
  • Participated in agile scrum ceremonies like planning poker sessions for consensus of LOE.
  • Provided detailed User Interface Document to the new Salesforce development and testing team for clear understanding of the system.
  • Analyzed click-through rates on campaigns and developed insight reports using marketing cloud
  • Reviewed Test case, Test data and Test Scenario to make sure testing should perform properly.
  • Closely monitored the Testing, Performed Smoke tests, Facilitated UAT Sessions, SIT Sessions, worked on defect life cycle using JIRA.
  • Actively participated in Post Production Validation (PPV) and handled issues appropriately.

Environment: Saleforce.com, sForce.com platform, Apex Classes, Chatter, Visual Force Pages, Controllers, Custom Objects, Custom Tabs, Email Services, Workflow & Approvals, Reports, Security Controls, Eclipse IDE, Windows.


Java Developer


  • Involved in various stages of the SDLC using Waterfall development process.
  • Object Oriented Analysis and Design using UML including development of class diagrams, Sequence diagrams, and State diagrams and implemented these diagrams in Microsoft Visio.
  • Developed the view pages using HTML, DHTML, CSS, JavaScript for client side development and validations
  • Responsible for developing the Registration modules of the wholesale application
  • Utilize the various J2EE Design patterns to develop the Business modules based on the required functionality
  • Responsible for developing the application level flow by utilizing Java, JSP and Struts
  • Used java Script front end Validations
  • Develop Session beans and entity Beans representing business logic abstractions
  • Responsible for testing of application on various levels like integration and System testing by utilizing various methodologies

Environment: Java, JSP, HTML, SQL, JavaScript, CSS, and Web Sphere.

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