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Sr. Business Analyst (salesforce) Resume

Louisiana, IL


  • 8+ Years of working Experience as a Sr. Business Analyst/Salesforce with solid understanding of Business Requirement gathering, Business Process flow, Business Process Modeling, Data Analysis, Data Mapping, application upgrades, and Business Analysis,
  • Execute ad hoc requests for data analysis and manipulation within Marketo (Revenue Cycle Model, Revenue Cycle Explorer & Revenue Cycle Analytics)
  • Implemented sales cloud and service cloud to improve customer retention and service delivery process improvement
  • Experience in redefining revenue stages in Marketo App, and maintain Marketo user log and daily issues dealing with campaigns and lead nurturing.
  • Ability to independently perform implementation, documentation, testing and updating as it relates to the Salesforce business requirements.
  • Analyze and Generate reports and dashboards for various management and business unit personnel to provide detail information on key performance indicators.
  • Hands - on on all SDLC's phases like Requirements study, Design, Development and Implementation and Maintenance stages of various projects.
  • Involve in the Scope & Estimation for Software projects for few cases using Work Break Down techniques.
  • Created and customized value propositions and a summary of the key items to in order to maximize deployment value using Marketo
  • Worked on CRM-Salesforce.com (SFDC both Service Cloud & Sales Cloud).
  • Used Marketo for creating and customizing value propositions of the key items in order to maximize deployment value.
  • Expertise in configuration and customization of salesforce.com application.
  • Experienced in Data Migration, Integration, Force.com API design.
  • Proficient in dealing with functionalities related to sales cloud& service cloud, Marketing cloud, Community Cloud, Custom Cloud and Analytics Cloud.
  • Experience in design and implementing applications like Sales, Marketing, Partner Portal, and Service cloud and Support modules
  • Ability to support prototyping activities that will validate business requirements and solution definition
  • Hands on experience in creating UseCases, User Stories, Activity Diagram, and Sequence Diagrams
  • Worked Salesforce.com Customization, Creation and maintenance of Record types, Page Layouts, Objects, Tabs and Fields.
  • Good understanding of oracle data dictionary, oracle workflow, Data flow diagrams, ER diagrams, Data warehousing concepts, RDBMS and normalization techniques
  • Created Mock-ups, established Reporting Requirements and worked with DBAs to create reporting solution
  • Involved in business analysis, system analysis and design, project management, requirement gather, database design, business modeling, data mapping, OOAD, UK design, software development, validation, and testing.
  • Impact of on Process Management Improvement and Reengineering using ETL tools for Data clearing, Mapping Modeling.


Databases: Oracle 11g/10g, SQL Server 2000/2005, MS Access

Database Tools: SQL*PLUS, SQL*Loader, SQL Developer, TOAD 9.5

Data Modeling Tools: ERWIN, ER Studio, MS Visio 2003

Reporting Tools: OBIEE, Crystal Reports 8.0/9.0/10

ETL Tools: Informatica Power Center 8.x, 7.1.x

Languages: C, C++, Pro*C, JAVA, COBOL, SQL, PL/SQL, Confidential -SQL, UNIX Shell Scripting, PERL

Testing Tools: WinRunner, LoadRunner, Test Director, QTP, Rational ClearQuest

Version Control: Sub Version, PVCS, CVS, Clear Case


Confidential, Louisiana, IL

Sr. Business Analyst (Salesforce)


  • Experienced in interacting with business users and executives to identify their needs, gathering requirements and authoring Business Requirement Documents (BRD), Project Charter and Project Approach Document.
  • Experience working across various SFDC implementations covering Sales Cloud, Service Cloud, Call center, Chatter & App-exchange applications,
  • Using Journey builder created movable data extension in Marketing Cloud.
  • Maintained multiple user roles, security, profiles, workflow rules, etc. Supported, trained new end users on the One Commute, Salesforce and Pardot applications.
  • Created and managed custom objects, page layouts, fields and reports within Veeva.
  • Implemented new changes and updates like application configuration, new functionality, reports and dashboards to the Veeva application.
  • Implemented new products and packages within Veeva.
  • Worked with business analyst to analyze the business and
  • Setting up Service Cloud Console, Cases (Web to case, Email to case), Solutions, Case Assignment and CTI Integration.
  • Designed salesforce Service cloud console to enhance productivity with dashboard like interface.
  • Integrated the Web Services for extracting the data from external systems to display in the pages of salesforce.com.
  • Modified Opportunity and Pipeline by customizing various stages to help prospect better and enabled forecasting.
  • Integrated the API and Web Services for extracting the data from AIM External systems to display/store in the pages of Salesforce.com using the REST services.
  • Developed several custom reports to better assist managers and report folders to provide report accessibility to appropriate personnel Created new case records
  • Designed the business requirement collection approach based on the project scope and SDLC methodology.
  • Performing some ETL operations. Creating ETL Jobs and validating data flow through various ETL stages.
  • Worked on projects which used Agile and Waterfall methodologies.
  • Develop initiatives to improve, capture, or migrate additional client data and ensure accuracy of information
  • Worked on complete Documentation beginning scope, BRD, FSD and UAT Test cases.
  • Created Use Cases, Activity Diagrams, and Sequence Diagrams using UML.
  • Implementing SalesCloud, Service Cloud, Chatter and custom applications in Force.com.
  • Worked on various salesforce.com Standard objects, Custom Objects, Page Layouts, Custom Pages, Views, Reports and Dashboards.
  • Designed, developed and deployed the Custom objects, Page layouts, Custom tabs to suit to the needs of the application.
  • Implemented salescloud and service cloud to improve customer retention and service delivery process improvement.
  • Conducted, presented and participated in the JAD sessions, code and design reviews sessions with project development teams.
  • Worked on various Salesforce.com Standard objects like Accounts, Opportunities, Leads, Campaign and Reports.
  • Performed the requirement analysis, impact analysis and documented the requirements using Rational Requisite Pro.
  • Responsible for creating thebusinessRequirements Specification Document (BRD) and the Functional Specifications Document (FSD)
  • Experience in conducting GAP analysis, User Acceptance Testing (UAT). SWOT analysis, Cost benefit analysis and ROI analysis.
  • Used SOQL & SOSL with in Governor Limits for data manipulation needs of the application using Force.com Explorer.
  • Interface with clients from Operations, Marketing, Sales, Technologies, and Outside Vendors and act as their customer interface point as the lead of the Projects.
  • Configured standard salesforce objects and custom objects as per business needs implementing validation rules and formula fields.
  • Gathered requirements for all automation workflows as per business requirements and translated in to salesforce business terms.

Environment: XMLRational Requisite Pro, SFDC, CRM, Oracle, Teradata, SQL, Agile, Scrum, SoapUI, SOA, SQL Server, EDI, UML.

Confidential, Norwalk, CT

Business Analyst (Salesforce)


  • Prepared Business Specifications, Functional Specifications, and UML diagrams
  • Involved in SFDC application support for end users.
  • Implementation of Salesforce Service Cloud from Business case to operation.
  • Good Experience with Service Cloud, Sales Cloud and Chatter.
  • Created page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages.
  • Used Eclipse IDE for building scripts and deployment.
  • Created workflow rules and defined related tasks, time triggered tasks, email alerts, filed updates to implement business logic.
  • Involved in Documentation of business cases, test cases, system requirements & UAT documentation and liaison with developers in translating business requirements into functional specifications
  • Wrote Test plan and Test cases for the Integration testing and system testing.
  • Worked on Agile and Scrum Methodology for Salesforce custom app implementation.
  • Implemented S-Controls to manage sales plan call sheets within Salesforce, capturing data and call activity.
  • Developed project delivery schedule, managed projects and identified resources to successful completion
  • Worked on variousSalesforce.comStandard objects likeAccounts, Opportunities, Leads, Campaign and Reports.
  • Involved in SQL development using Stored Procedures, Views and Queries with Oracle and DB2.
  • Prepared Logical Data Models that contains set of Entity Relationship Diagrams and Data Flow Diagrams and supporting documents and descriptions of the Relationships between the data elements to analyze and document the Business Data Requirements.
  • Customized page layouts for Salesforce standard and custom objects.
  • Defined variousValidationrules to validate the data in the application.
  • CustomizedPage Layoutsfor Salesforce.com Standard and Custom objects.
  • Created custom report types and generated report using the report types.
  • Good experience in Salesforce.com Configuration ofroles, profiles, user accounts, implemented role hierarchies,sharing rules and record levelpermissions to provide shared access among different users.
  • Experience in working with Development team for solving the gaps in Business requirements.
  • Created and maintained the documentation for Design, Migration and Integration.
  • Use Cases and other Process Flow Models were designed using MS Visio and Rational Rose.
  • Constructed Use Cases and Wireframes and translated them into a Functional Requirement Specifications document
  • Created wireframes based on requirements and refined with development team.
  • Gathered requirements and tested reports, dashboards for BI initiatives using OBIEE.
  • Responsible for ensuring successful completion of User Acceptance Testing (UAT) to the complete satisfaction of the clients
  • Responsible for overseeing the company's requirements, development, testing and deployment of Microsoft CRM projects.
  • Assisted in Deployment by providing training to end-users and developing Help Manuals

Environment: SOA, XML, XSD, Java, J2EE, Agile, UML, SFDC, Sales Cloud, ServiceCloud, UAT, ETL, .NET,Rational Suite (Rational Requisite Pro, Test Director, Clear Quest, Rational Clear Case, Rational Soda)

Confidential, Houston, TX

Business Analyst


  • Prepared slides using Microsoft PowerPoint and presented them Confidential quarterly quality meetings.
  • Manage documents from start to finish, publish reports and share information with others using SharePoint.
  • Created process flows and use case diagrams using Microsoft Visio. Managed forecasts, contract management and pipeline maturity through the Sales Force.com CRM software.
  • Responsible for implementing supply chain and operations solutions in theoil& gas exploration & production lines in the Refinery.
  • Reviewed Test Cases, Test Plans, and performed User Acceptance Testing (UAT), documented defects using the Jira as Defect Tracking Tool.
  • Led efforts to rectify supply chain inventory inefficiencies and shortfalls resulting in a modern, streamlined and accurate inventory management process.
  • Optimized supply chain business processes through financial analysis of export documents across several international offices.
  • Leveraged expertise with JIRA to develop/manage business documents and business objects.
  • Worked on MicroStrategy schema, report and dashboard development.
  • Worked on projects which used RUP and Waterfall methodologies.
  • Acted as a Subject Matter Expert (SME) on many occasions to explain in brief to the business users about the internal systems.
  • Performed end to end ETL testing of Custom Tables which were developed for Cognos Custom reports.
  • Facilitated JAD sessions with the management, developers and analysts from all the dependant systems/applications and business users to refine functional requirements and to perform the Impact Analysis.
  • Authored extensive SQL, PL/SQL stored procedures, oracle packages, ETL programs, partitioning, materialized views, functions and triggers, and SQL Loader programs to perform data migration while preparing Source Staging, Migration Staging and Target environments.
  • Assigned tasks among development team monitored and tracked progress of project following Agile methodology.\
  • Designed and published visually rich and intuitively interactive Tableau workbooks and dashboards for executive decision making.


Confidential, Richfield, MN

System Analyst


  • Requirements were gathered through interactions and meetings and periodic walkthroughs with loan analysts, credit analysts and other potential users of the application.
  • Perform system research using system tools such as TOAD, SQL queries, Manhattan WMS, MS Excel and MS Access.
  • Conducted the AS-IS and TO-BE analysis of the business process using GAP analysis.
  • Gathered requirement from E-commerce clients to prepare Business Requirement Document (BRD), Functional Requirement Document (FRD), functional specifications, use cases, conceptual modeling, and guided technical team in new custom development and enhancement.
  • Interacted with various cross functional teams in order to establish comprehensive business and functional.
  • Responsible for the definition, development and implementation of Best Practices in Supply Chain core functions that leverage WMOS by Manhattan Associates
  • Analyzed the complete Supply Chain, from receiving an order in OMS (Order Management System) and complete processing till final delivery to customer.
  • Conducted weekly meetings for deciding the Policies and Procedures to be followed while constructing new sites.
  • Identified the tasks and activities required in the upgrade/replacement of the Manhattan WMS
  • Planned and led the testing effort of WMS and JDA replenishment system
  • Worked on creating SOP's based on standard supply chain functionality as well as simple to complex customer enhancements to Manhattan WMOS Product suite
  • Designed the business requirement collection approach based on the project scope and SDLC methodology.
  • Worked on projects which used Agile and Waterfall methodologies.
  • Followed the RUP methodology for the entire SDLC.

Environment: MS Office, UAT, XML, SQL, QAT, SQL

Confidential, Atlanta, GA

Quality Analyst/Business Analyst


  • Conducted user meetings, gathered requirements, documented requirements, conducted JAR/JAD sessions.
  • Interacted with Development and Testing teams on compliance and analyzing the business requirements and application developments as per the system and functional specifications.
  • Interacted with the offshore team on a daily basis to monitor the project progress.
  • Developed test cases and Test scenarios; execute test cases, analyze any defects or bugs and reported as appropriate.
  • Managed manual test passes/runs with TFS(team Foundation Server)
  • Currently experienced with automated testing tools such as Empirix Hammer Call Master IVR automation Tool, demonstrated experience independently creating test automation
  • Gathered requirements for call routing, call treatment, reporting, IVR, WFM and operational management.
  • Developed Client Specific Call Center documentation and create call center technology roadmap as part of overall IT strategic plan.
  • Performed exhaustiveCiscoversus Avaya comparative analysis (contactcenter). Produced written report
  • Everaged test automation using automated tools such as Quick Test Professional and HP Quality
  • Performed analysis and conceptual design of IVR System, VXML, GrXML
  • Worked with IVR SMEs to document VUI specifications

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