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Salesforce Administrator - Business Analyst Resume

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SUMMARY:

Phil is a Certified Salesforce Professional Admin highly skilled in business analysis, project management, data cleansing and driving CRM Implementations from start to finish. A seasoned manager who has worked from the C - Suite, Marketing, Sales to the Service Person. Experienced Salesforce Administrator who has worked with Unlimited, Enterprise, Professional and Group Edition Salesforce CRM databases as large as 60,000 users, 140 million records. Exceptional record of accomplishment of continuously improving, Sales & Marketing Results, CRM Adoption, Training and Business Analysis.

PROFESSIONAL EXPERIENCE:

Confidential

Salesforce Administrator - Business Analyst

  • Managed clients’ successful transition to Sales force CRM. Built the Business Case, planned projects, and addressed data migration issues, trained team, went live, and provided post launch support, ongoing production support.
  • Developed Road Maps, Waterfall Strategies to guide team to successful implementation
  • Solved a Quote - Price Book - CPQ, line item roll up to the Opportunity object creating totals for: Tax, Discount, Total $$, Quantity etc. Identified and tested appropriate App.
  • Created a formula for Adding in Taxes only for 7 selected states, including accounting for discount, taxes and quantity.
  • Business Process Mapping of users needs for a Non-Profit then Architecting Salesforce solutions
  • Data clean up, new fields, & object creation for 4 Financial - Bank Service Companies.
  • Based on Business Analysis Created workflows for Mortgage Lender to ensure the loan application process moved rapidly through to a decision.
  • After Business Analysis implemented a $400 process improvement that will increase revenue 16% ($500,000)
  • Solved integration issues between Aptos & Salesforce for Real Estate Management Co.
  • Sales f orce Administrator - Data Scientist for a Non-Profit’s database of 310,000 contacts and 11,000 Accounts
  • Reduced costs by precise and accurate data cleansing using CRM Fusion’s Demand Tools, Apex Data Loader, Data Loader io, People Import and Excel.
  • Improved Social Media Targeted Marketing, by analyzing data, assigning verticals, installing Pardot and enriching data using Data.com
  • Created & Conducted Sales f orce new user training using PowerPoint, & webcasts
  • Managed four person inside sales team through the transition to Sales f orce CRM created new procedures and workflows. Implemented third party CPQ (Configure Price Quote Module)
  • Created Sales f orce Reports & Dashboards for CEO & Sr Management Team to Forecast Future Sales and the Sales Pipeline.
  • Created Sales f orce: Custom Objects, Marketing Automation, New Fields, Formulas, Workflows, Dependent Fields, Re-Parenting Accounts & Contacts, Custom Profiles, Security Settings, custom objects, fields, pick lists, reports, and dashboards to enhance usability
  • Extensive experience with: Business Analysis, Campaigns, Digital Marketing, & Excel
  • Managed Alpha & Beta tests of new apps and sandbox testing of apps.

Confidential

Product Manager

  • Conducted Market Research Business Analysis, data mining and data analysis to identify new product niches.
  • Report to C Level Management on $10 Million Product Portfolio
  • Grew company sales by 10% two consecutive years.
  • Wrote Product Requirement Document (PRD & MRD) for new products.
  • Created the first 3-year product road maps in Instruments’ Company history.
  • Coached Field Sales Team through new product launch added $200,000 sales revenue.
  • Managed $400,000 new product development project using NPD Phase Gate - Waterfall Process (Marketing and Technical Research Services)
  • Worked with and trained field sales people which increased sales by $750,000
  • Managed a new product launch, resulting in a 25% sales increase.

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