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Lead Salesforce Business Analyst & Scrum Master Resume



  • Around 11+ years of experience in implementing & supporting various large/small projects with diverse roles and responsibilities of Project Manager, Scrum Master & Lead Business Analyst.
  • Full Lifecycle Salesforce implementations, Migrations, Integrations, and Support on various projects.
  • In - depth working knowledge of SDLC methodologies including Agile/Scrum/Kanban, and Waterfall.
  • Hands-on experience of development and implementation of process improvement initiatives.
  • Performed PM activities such as - project scoping, project scheduling, planning, risk analysis etc.
  • Salesforce implementation, administration/configuration, customization, and support.
  • Led direct interaction with end customers; managed meetings, interviews with product owners & SMEs
  • Good Experience in requirements management, their prioritization, user stories and their ranking.
  • Expertise with Use Case creation, Process flows, Flowcharts, Functionality Diagrams, Wireframes etc.
  • Handled and driven UAT plans and end-user sessions for large user groups.
  • Hands-On experience with different business and technical project documentations. Prepared BRD, FRD, RTM, System Design Document, Configuration Document etc.
  • Good experience in writing Test Cases, and Testing related documentations - Test Plans, TARs
  • Conducted Impact analysis, Cost/Benefit Analysis, Gap Analysis, and Risk Analysis as per the need.
  • Expérience on end to end implémentations, and supporting many live applications.
  • Excellent leadership skills, with extensive & diverse experience in working with both management and technical roles. (Project manager, scrum master, business analyst, techno-functional architect.
  • Business Process Re-engineering/Legacy Modernizations.
  • E excellent team player, self-motivated, quick learner and with good management skills.


  • Extensive knowledge about Salesforce.com implementations configuration and customization
  • Administration, Data Migration and Deployment of applications
  • Sales Cloud, Service Cloud, Communities, Knowledge Articles, Custom Applications
  • Extensively exposed to creating custom objects, fields, Record Types, workflows, approval processes, Process Builder, Escalation rules, Assignment rules, validation rules, Groups & Queues.
  • Worked with Data Loader for data migration/update related activities.
  • Extensive experience in Creating Roles, Profiles, Page Layouts, and Permission Sets
  • Worked on Relationships, Formula fields, and Validation Rules, Sharing Rules, OWD, etc.
  • Understanding of Triggers, Apex Classes, Controllers, Visual force pages, Lightning
  • Knowledge on Web service Integrations with external Systems, Salesforce App-exchange
  • Reports & Dash Boards, Salesforce Lightening


Confidential, GA

Lead Salesforce Business Analyst & Scrum Master


  • Worked as Lead BA and Scrum Master on various projects - Driven Backlog Grooming/Refinement Sessions, Releases, Sprint Planning, Stand-Up Meetings, Sprint Demo & Retrospective activities.
  • Prepared the team along with the Product Owners for PI Planning on quarterly basis to deliver the pre-planned product features in Atlanta, GA.
  • Managed/Identified project risks, inter-team dependencies, and impediments/distractions that interfere with the team’s ability to deliver against their commitments.
  • Worked on SAFe Agile, and Scrum of the Scrum agile ceremonies on program/portfolio level.
  • Promoted and led an open, transparent, and respectful team environment with knowledge of agile and scrum to help teams on their journey to continuous improvement.
  • Led requirements discovery and management sessions with various business groups, and product owners to write clear Epics, User Stories, Acceptance Criteria in Jira.
  • Worked very closely with Developers and Testers in terms of tracking and maintenance of daily task updates with key milestones tracking, rigorous follow-ups to ensure accurate status are received and published.
  • Responsible for managing projects involved in the Salesforce application development, deployment and support of various Salesforce products and solutions.
  • Worked on Vlocity Salesforce AppExchange App and various Omni-scripts to build custom user-friendly UI for create and edit actions with core Vlocity team.
  • Built/Migrated Confidential Visualforce page based custom community to SF standard Community platform. This included Ambassador allocations/assignments, order management, R&D shipping integration and many other custom features. Worked on Salesforce to Conga Composer integration.
  • Worked with Salesforce Accounts, Opportunities, Quotes, Products, and many other Std. objects.
  • Led UAT, mid sprint demos, and Sessions with the users from different business groups.
  • Worked with both Access level and Data Level Securities - Roles, Profiles, OWDs, Sharing settings.
  • Worked on understanding & creation of Business Use Cases and Process Flows.
  • Performed Various SFDC Configuration Tasks - Custom Objects, Fields, Validation rules, Record Types, Page-layouts, Workflows, Approvals, and Process Builder, etc.

Confidential, VA/ DC

Lead Business Analyst/Project Manager/Scrum Master


  • Managed various project's end-to-end life-cycle from initial customer requirements, definition, and kick-off, through to delivery sign-off.
  • Collaborated with business stakeholders to understand the business strategy/road-map, and worked with the technical teams to develop, implement and maintain solutions.
  • Responsible for managing projects involved in the development, deployment and support of Salesforce solutions.
  • Managed and delivered multiple simultaneous projects on time and within scope by proper project planning, issues resolution, risk identification and effective communication.
  • Responsible for developing and implementing SOW, cost/schedule tracking, product roadmap, and regular progress reporting to upper level management, system architecture & solutions.
  • Manages product roadmap and works with customer management and scrum teams to plan/prioritize releases.
  • Participates with other team leaders to define processes for development, testing, and configuration management/deployment, and monitors those tasks to ensure compliance.
  • Worked as BA/Scrum Master In various projects - Driven Backlog Grooming Sessions, Sprint Planning activities, Sprint Demo & Retrospective Sessions.
  • Led requirements discovery and management sessions. Worked with business as well as technical project related documentations.
  • Salesforce to Eloqua integration with Campaigns & Lead management
  • Successful migrations for various Legacy applications (Clod Fusion, SharePoint, .Net, Java) to new Platforms (Salesforce and Drupal) which include Application as well as the complete Data Migrations.
  • Created/updated different versions of Business & Technical Design Project related Documents.
  • Written Test cases for every use case and User story and executed them. Also assisted in reviewing the test cases provided by the QA team, and discussed the Bugs found with Dev Team in order to resolve and validate the Acceptance Criteria.
  • Led UAT Sessions with the users from different State Boards, and gathering feedback and providing it to the Development team.
  • Worked with both Access level and Data Level Securities - Roles, Profiles, OWDs, Sharing settings.
  • Worked on understanding & creation of Business Use Cases and Process Flows.
  • Performed Various SFDC Configuration Tasks - Deployed Custom tabs, Validation rules, Approvals, and Auto-Response Rules for automating the business logic.
  • Created workflow rules and defined related tasks, email alerts, and field updates.
  • Created and configured various Reports and Report folders to assist State boards to better utilize Salesforce as a based on needs of State boards.

Confidential, NY/ NJ

Sr. Salesforce Business Analyst


  • Performed gathering the business requirements on salesforce.com platform by designing custom objects, creating the relationships/ junction objects, Master-Child, lookups, Entity Relationship data model.
  • Led system designs, object model, including security model (sharing rules/permission sets, roles/profiles.
  • Manages procurement and installation/implementation of 3rd party tools (App-exchange)
  • Worked with team to ensure architecture artifacts are maintained. (Requirements repository, data model, system interfaces, architecture.)
  • Led requirements and design discussions with end users and development team.
  • Trained and mentored other Jr. analysts and testers on Salesforce technology and capabilities.
  • Interface with and monitor sub-contractor staff and vendors to coordinate administrative and technical tasks.
  • Configured SFDC org - Created Objects, Relationship fields, Formula fields, applied validations.
  • Managed and led 24/7 support project with offshore team on SFDC applications.
  • Suggested and Managed New Internal CRM - new product development and conducted facilitator sessions with business users.
  • Designed the business requirement collection approach based on the project scope and wrote Functional designs using agile methodology with sprints, & daily standups.
  • Worked on Both the fresh salesforce implementations, and support projects.
  • Carried out regular meetings and walkthroughs with development team members, Project Manager and Quality analyst to better understand system functionality
  • Used detailed knowledge of application features and functions to assess the scope and impact of business needs throughout analysis and completion of all enhancement specifications for each business partner and cross impacted groups
  • Built relationship across multiple technology, operations, services, sales, program and product team to accomplish end goal
  • Facilitated requirements gathering cross multiple vendors and organization
  • Performed the detailed analysis of functional and technical requirements; designed and deployed the custom objects; identified the lookup and master-detail relationships; and created the junction objects.
  • Implemented security and sharing rules at object, field, and record level for different users at different levels of organization
  • Performed SFDC Administrative tasks like User Management, creating Profiles, Roles, Users, Page Layouts, Record Types, Approvals, Workflows, Validation rules, Reports, Dashboards.
  • Responsible for any configuration changes, enhancement requests or mass data updates.
  • Retained, expanded existing client relationships, and managed the delivery of all client services.
  • Create a weekly project status report to track the project progress and observe bottlenecks for review of top management.
  • Conducted JAD Sessions, UAT with the Business users, and gathering feedback and providing the same to the Development teams.

Confidential, Mountain View CA

Sr. Salesforce Business Analyst/Admin


  • Interpersonal skills to liaison extensively with customers and internal stakeholders and to negotiate requirements.
  • Gathered user and functional system requirements via workshops, interviews and workflow storyboards and Working with stakeholders and project teams to prioritize collected requirements.
  • Analyzed change requests for existing applications and projects implementing new applications and creating process models, specifications, diagrams and charts to provide direction to the project teams.
  • Experienced in analyzing business requirements, and implementing them to Salesforce custom objects, Junction objects, master-detail relationships, lookup relationships.
  • Involved in Salesforce.com Application Setup activities - Configured and customized the apps to match the functional needs of the organization.
  • Worked on Customizing Formula fields, page layouts, record types etc.
  • Created Workflows, and Approval processes.
  • Created Data Validation rules.
  • Worked and managed 24/7 Project support model for different SFDC cloud’s application.
  • Interacted with the Salesforce.com premium tech support team on a regular basis.
  • Managed all the ticket tracking and assignment on Remedy tool.
  • Managing weekly status meetings with all the reports, and action items
  • Performed Administrative tasks for User Management - Roles, Profiles, and Securities.
  • Coordinated in high level meetings, presented status reports.
  • Worked and maintained BRDs, FRDs, and technical design documentations.
  • Established and managed SFDC offshore team.
  • Developed and configured various Custom Reports and Report Folders for different user profiles based on the need in the organization.
  • Involved in Data mapping specifications to create and execute detailed system test plans. The data mapping specifies what data will be extracted from an internal data warehouse, transformed and sent to salesforce.com entity.

Confidential, Chicago Down Town, IL

Salesforce Consultant


  • Worked on all phases of Software Development Life Cycle - SDLC
  • Interacted with the Salesforce.com premium tech support team on a regular basis.
  • Reviewed test plans, assisted with developers and administrators in Sand Box testing
  • Worked closely with developers to make sure they understand the requirements, and complete the tasks within time frame allotted
  • Created several reports and dash boards with customization
  • Administrated Users, Security Controls and Data Management.
  • Worked on Profiles, Roles, Users, Page Layouts, Record Types, Email Services, Approvals, Workflows, Validation rules, Reports, Dashboards.
  • Conducted facilitator sessions with business users
  • Worked on Roles and associated Profiles for different marketing users
  • Worked on debug logs, finding the error messages and respective locations.
  • Understand the overall scope and requirement of the project and translate business requirements into functional specifications and creating High Level Design documents.
  • Conduct interviews with key business users & SMEs to collect requirements and business process information.
  • Create system architectural diagram, Project charter, BRD, FRD etc.
  • Initiate/conduct internal project review meetings and participate in client meetings & JAD sessions.
  • Worked on Service Cloud implementation - Case management, Service Cloud Console, and CTI implementations.
  • Created an interactive user interface to improve customer experience
  • Worked on various reports (summary reports, matrix reports, pie charts, dashboards) and setup report folders to authenticate users based on their profiles (permissions).
  • Implemented complex approval processes to ensure proper authorization in the high-stakes environment of capital management.

Confidential, Chicago, IL

Salesforce Business Analyst


  • Analyzed CRM processes, and mapped them onto Salesforce CRM platform business processes for Confidential full life Cycle implementation.
  • Worked with the client to develop a deep understanding of their business processes and requirements - and then deploying a solution that streamlines their processes, reduces costs, and supports growth
  • Defined business requirements and analyzed the possible technical solutions.
  • Designed Use Case Diagrams, Activity Diagrams, and Sequence Diagrams, Use Cases, and web prototypes.
  • Developed and implemented processes and tools for requirements gathering, analysis, planning,
  • Configured and customized various Objects, Tabs, fields, validations, and Components.
  • Developed and configured various Custom Reports and Report Folders for different user profiles based on the need in the organization.
  • Developed and deployed workflows wherever necessary.
  • User Management, creating Profiles, Roles, Users, Page Layouts, Record Types, Email Services, Validation rules, Reports, Dashboards.
  • Provided technical architecture of the target platform, with all interfaces
  • Identified the need of third-party tools, required number of licenses and users
  • Implemented Cost Guard Integration with team.
  • Implemented XO Communication Integration with Confidential
  • Worked closely with other administrators
  • Interacted with the Salesforce.com premium tech support team on a regular basis.
  • Reviewed test plans, assisted with developers and administrators in Sand Box testing
  • Worked closely with developers to make sure they understand the requirements, and complete the tasks within time frame allotted
  • Worked on creating user guides for four different user role

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