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Sr Salesforce Business Analyst Resume

Princeton, NJ


  • Salesforce/Healthcare Business Analyst with over 8+ years of experience, primarily in Consulting (Risk Management), Investment Management, Banking and financial industries.
  • Experience in implementing salesforce.com for the sales and support user groups based on the user requirements. Experience in maintaining, enhancing and create workflows and validation rules
  • Good understanding of Software Development Life Cycle (SDLC), AGILE methodologies and implemented SCRUM and SPRINT techniques.
  • Experience in Salesforce Communities, Knowledge Articles, Content/Library, Sales & Service Cloud Features.
  • Expertise in developing and documenting Scope Documents, Business Requirements Documents, User Requirement Documents (URD), User Stories, Functional Design Documents (FRD), Use Case Specification Documents, Software Requirements Specifications (SRS).
  • Experience in developing and Customizing User interface in Salesforce.com using Visualforce, Apex controllers and Force.com IDE.
  • Extensive experience in Functional Requirement Gathering and Gap Analysis (As Is, To Be) in various projects at the client's site.
  • Converting Process information, client wish lists and Salesforce Standard functionality into a Requirements Traceability Matrix for development team to use in the Build Phase.
  • Providing functional and technical guidance of Salesforce Best Practices for Implementation to Business Project Leadership.
  • Experience in co - coordinating with business and IT across all phases of software development life cycle.
  • Experience in Salesforce.com Administration, operational analytics, project management, and quality assurance with emphasis on process improvement.
  • Expertise in integrating Salesforce solutions and keeping the Salesforce application aligned to the project success criteria.
  • Extensive experience in assisting developers built Service Cloud, Sales Cloud and other Custom cloud applications on Force.com platform for different business groups
  • Expertise in UML ( Use case Diagrams, Activity, Sequence Diagrams) by using MS Visio, BPMN diagram( just started)


Project Management |Project Methodologies/ Waterfall, Agile (SCRUM) |Risk Management |Feasibility Analysis| Project Planning | Strategic Planning | Agile Methodologies | Software Project Management | Change Management| Business Analysis | Requirements Analysis | Project Delivery | Management Consulting | Agile Project Management | Requirements Gathering | Business Process Improvement | Product Development| Program Management | Systems Analysis | Consulting| Vendor Management | Budgets | Testing | Project Portfolio Management | New Product Development | Process Engineering | Business Modeling Tools: MS Visio | Business Models/ Diagrams |Desktop software | Requirement Management Too/Web Tools | RDBMS / MS SQL Server | Defect Tracking Tools | Operating Systems | Test Tools: HP QC, Bugzilla, and Mantis.


Confidential - Princeton, NJ

Sr Salesforce Business Analyst

  • Integrated Salesforce.com applications with other various applications, custom objects as per requirements (SLA's, Change Request, Problem, Task, Release, Knowledge Articles, Service Request and Incident Management, etc.).
  • Interacted with the Salesforce.com premium tech support team on a regular basis.
  • Configured custom Salesforce.com application,utilizing custom objects/fields, page layouts, record types, reports, dashboards, workflow and triggers.
  • Worked on detailed training decks and support guides for both standard and new custom applications within Salesforce.com (SF) and Eloqua Marketing Automation tool.
  • Implemented the requirements on Salesforce.com platform and Force.com IDE Plug-in using Eclipse.
  • Worked with exception handling and displaying custom error messages user interactive end user experience using visual force pages.
  • Worked on implementing SFDC processes related to Opportunity/Lead Management, Quote, and Case Management.
  • Participated in vendor evaluation and integration support for SF integrated Marketing Automation tool (Eloqua).
  • Integrated Salesforce using SOAP and REST API Integration.
  • Implemented Pardot included Landing pages, Email Templates, Accounts, Prospects, Leads, Contacts upload, Reports and Dashboards.
  • Integrated app exchange application Exact Target for Campaign Management and Dream Factory.
  • Reviewed BRD and FRD documentation regarding linkage of accounts and worked with corresponding departments to articulate requirements.
  • Worked with SOQL & SOSL queries with Governor Limitations to manipulate the data from Salesforce.com platform database.
  • Configured the Salesforce CRM solution based on design document.
  • Worked in creating visual force pages using standard controllers, custom controllers and extension controllers.
  • Performed analysis and recommendation of the Force.com PaaS from Salesforce.com.
  • Implemented Salesforce Service Cloud functionality such as ebto Case, Live Agent, Knowledge Base, Communities, Profiles, Permission Sets, and Organization Wide Defaults.
  • Supported the Sales Team from the Lead Conversion process, Opportunity tracking, Account Management, Custom Quote Generation, Approval Process for the revenue involving the Discount matrix, Email notification of the deal stages, validation rules for governing the integrity of the Deal.
  • Proficient with Sales Cloud, Service Cloud, Call Center, Chatter collaboration and App-exchange on Salesforce.
  • Developed and maintained Apex classes, VF pages, Batch Apex classes and triggers.
  • Implemented third party application like Aptus.
  • Worked in maintaining the Functional areas of Data Management, Forecasting, Accounts, Contacts, Leads, Campaigns, Opportunities, Quotes, Activities, Dashboards and Reports.
  • Implemented Apttus CPQ (Configure, Price, Quote) for Sales Cloud platform.
  • Maintained more efficient email campaigns utilizing customized Parrot forms integrated with current company web platform.
  • Worked and review of various documents including the Software Requirement Specifications (SRS), Business requirements document (BRD), Use Case Specifications, Functional Specifications (FSD), Systems Design Specification (SDS), Requirement Traceability Matrix (RTM) and testing documents.

Confidential, Voorhees, NJ

Business System Analyst (Salesforce)

  • Gathering the requirements and analyzing them for implementation
  • Worked closely with the project design team and the project business team to address the business and functional requirements defined for the Salesforce MDM Integration Project.
  • Involved in developing High level documents and Design Level Documents for Salesforce MDM Integration Project.
  • Analyzed and defined business problems, driving feature identification and prioritization, and documenting priorities
  • Strong problem solving skills, should be able to research and understand an undocumented set up and application demonstrated experience of unit, integration and end to end system testing and performance tuning of application & documenting the same.
  • Expertise in data modelling, data migration and both API and user interface development principles
  • Involved in Business requirement meetings like gathering information for IT team and also analyzing the information provided by Business.
  • Identified use-cases from the requirements and write use-case specifications.
  • Designed and developed the Custom Objects, Formula fields, Roll-up Summary fields, Lookup Filters, Validation Rules, Record Types, Page layouts to suit the needs of the application.
  • Experience in creating Lighting App Builder Pages for various objects for better user interface to users.
  • Wrote BRD ( Business Requirements Document) and FRD (Functional Requirements Document) to make requirements and objectives clear.
  • Worked on various Salesforce.com standard objects like Accounts, Contacts, Opportunities, Products, Quote, Activities, Reports and Dashboards.
  • Created workflow rules and defined related tasks, time triggered tasks, process builder, email alerts, field updates to implement business logic.
  • Managed requirement using Rational Requisite Pro and created business process modes from the requirement specification. Created a Requirements Matrix and made requirements available to all team members and also urge communication and collaboration among team members.
  • Implemented Salesforce Apptus Contract Management add-on package allowing legal and executive teams to develop, review, track, eSign, activate, and store all new contracts.

Salesforce Business Analyst

Confidential - Dallas, TX

  • Performed data mapping and migration of data from legacy systems to Salesforce.com Objects and fields, which include massive import and export of the data.
  • Interacted with various business team members (JAD Sessions) to gather the requirements and documented the requirements.
  • Developed Visualforce page using the extension controller according to the client's requirement and Salesforce customized reports and dashboards in real time.
  • Worked with ANT Migration tool, Data Loader and JIRA to manage change management across Salesforce org.
  • To configure the customer journey with the company, worked on Journey Builder, Email Studio, mobile studio and Automation Studio of Salesforce Marketing Cloud (Exact Target).
  • Performed the roles of Salesforce.com Analyst/ Developer and Administrator in the organization.
  • Involved in data mapping and migration of data from legacy systems to Salesforce.com Objects and fields.
  • Integrated Salesforce.com applications with other various applications, custom objects as per requirements (SLA's, Change Request, Problem, Task, Release, Knowledge Articles, Service Request and Incident Management, etc.).
  • Interacted with the Salesforce.com premium tech support team on a regular basis.
  • Configured custom Salesforce.com application, utilizing custom objects/fields, page layouts, record types, reports, dashboards, workflow and triggers.
  • Experienced in integrating Exact Target and salesforce to combine CRM data and digital marketing data to simplify the data management and link the data directly to a lead record in salesforce, so that it builds a single view for the customers.
  • Used Exact Target to improve sales and the marketing results, automate the customer journey and enhance the customer engagement.
  • Used Marketing Cloud Connect functionality to use the collected data across the salesforce clouds: marketing, sales, service and community clouds to build one to one relationship with the customers.

Healthcare Business Analyst

Confidential - Minneapolis, MN

  • Conducted the role of Senior Business Analyst and Senior Quality Analyst for the Cigna Health Insurance Marketplace Eligibility & Enrolment project.
  • Gathered Business Requirements, Interacted with the Users, Designers and Developers, Project Manager and SMEs to get a better understanding of the Business Processes.
  • Gathered and analyzed the User Requirements from walkthroughs and interviews with the business groups and in-house stakeholders, and many other departments like accounting, fund management, human resource and thus converted User Requirements into Business Requirement Documents (BRD).
  • Used Electronic Medical Record (EMR) to extract useful information regarding patients for claim submission to the insurance company.
  • Involved in various Facets Data models like Gateway, Claims, Membership, Provider, Billing, Capitation, Invoice,
  • Benefits, Product and Plan.
  • Created and maintained requirement documents for Facets for the different modules like Billing, Member enrollment and Claim adjudication.
  • Facilitated Scrum meeting with technical/non-technical team, Accounts updating, data analysis and sharing with XML patterns, SME's to clarify business rules & solve impediments, rectifying the regulatory issues with SME's and translated Functional requirements into User stories using JIRA.
  • Prepared test data from user stories, write and execute test cases in JIRA
  • Created UML Diagrams including Use Cases Diagrams, Activity Diagrams/State Chart Diagrams, Sequence Diagrams, Collaboration Diagrams and Deployment Diagrams, using Rational Rose and MS Visio and thus defining the Business Process Model and Data Process Models.
  • Coordinate with Health Insurance Exchange (HIX) program staff and other stakeholders to define and develop requirements for correspondence generation across various business lines.
  • Worked with Source system Subject Matter Expert (SME) to ensure that the extracts are properly mapped. Used SQL for data mapping and querying.
  • Worked in Agile Methodology, worked on all phases of software development life cycle to build the different phases of Software development life cycle.
  • Performed Gap Analysis to check the compatibility of the existing system infrastructure, features and functionality with the new business design using the "As Is" and "To Be" methodology.
  • Developed business case which included results of the business-impact assessment, gaps identified, alternative solutions, risk assessment, preliminary work plans, resource requirements, and a budget for completing the initiative

Business Analyst

Confidential - Boston, MA

  • Analyzed and tested business workflows that organize and integrate clinical information for each of its member's clinical records, pharmacy information, charts, and clinical practice guidelines and EDI-X12 transactions in the HIPAA 4010/5010 Version.
  • Scheduled and Distributed Reports through Schedule Management in Cognos Connection.
  • Performance tuning for TERADATA SQL statements using Teradata EXPLAIN command.
  • Created High Level Test Scenarios, Test Cases and Test Scripts for Data Hub requirements as described in RSD (Requirement Specification Documents) and DSD (Design Specification Documents) as well as HIPAA.
  • Exposed to using ICD9-ICD 10 coding standards in Medicare and Medicaid domains of the healthcare systems and industry for inpatients, outpatients, and Reimbursement methodology.
  • Gathering business requirements for ICD 10 Groupings/ classes pertaining to maintenance process, ICD 10 business rules remediation process, Medical Claims Processing System (MCPS).
  • Analyzing and understanding ICD 9-CM, ICD 9-PCS to and from ICD 10 -CM and ICD 10 -PCS GEM'S tool.
  • Trouble shooted errors/issues with Production reports. Used Oracle and Teradata database stages extensively in the DW development, instrumental in achieving significant performance milestones.
  • Performance tuning by analyzing and comparing the turn around times between SQL and Cognos.
  • Analyzed 4010A1 and 5010 TR3 Implementation guides to identify and document the changes for HIPAA EDI Transactions such as 837 P, 835, 276/ 277 and 270/271.
  • Responsible for using best practice PMO methodology to develop project plans to fit the stakeholders/sponsor's needs and deliver on desired outcomes.
  • Provide a full range of health care services to business clients, enrolling and assisting with applications and regulations for the Affordable Care Act.
  • Good Extensive knowledge of subprime mortgages and relative concepts in debt-service coverage ratio and loan to value ratio (LTV) for enhancing the insurance market.
  • Extensive experience in EDI/HIPAA implementation, Insurance regulations and Claims Processing.
  • Trouble shooted file transmission problems and assisted customers with EDI and Medicaid Insurance claim related inquiries explained and enforced guidelines in the X12 Implementation guides (837P, 837I, 837D, 270/271).
  • Provided EDI interfaces with Commercial and Government Insurance Payers that included Medicare and Medicaid.

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