Business Analyst Resume
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Foster City, CA
SUMMARY
- I’m an operations and business analyst with broad experience in requirements gathering, documentation of business process, SFDC reporting and administration, and general sales enablement.
- I’m a certified SFDC administrator, and certified by Apttus in (CPQ) Configure Price Quote application.
- I’ve assisted in the implementation of a CPQ application for Marketo and previously supported Apttus in all lead - to-opportunity activities.
- I administered Salesforce for a team of business developers, owned the Leed-to-Opportunity process, and maintained dashboards and reports, so leadership could track: pipeline size, win-loss rates, marketing sources, and individual contributions to quota.
PROFESSIONAL EXPERIENCE;
Business Analyst
Confidential, Foster City, CA
Responsibilities:
- Gather requirements, design, and test technological enhancements of current processes and new systems implemented
- Consult with functional business teams and clients to document new business processes
- Support implementation of 3rd party CPQ application in client’s Salesforce instance
- Conduct global QA, and case test creation to assure the tool quotes prices and manages approvals correctly worldwide
- Consult and work with development team on appropriate design and configuration of CPQ tool to meet the sales goals
- Assist the creation of business process documentation
Sales Enablement
Confidential, San Mateo, CA
Responsibilities:
- Administered salesforce and trained a 15 person development team, optimizing productivity on their daily use of salesforce
- Responsible for lead flow process, alignment of validation rules, web-to-lead, and activity reporting
- Implemented two apps to increase sales efficiency - InsideSales and Frontline Selling
- Updated and maintained data quality so sales and marketing could have better information in outreach efforts
- Conducted mass data updates (territory, account ownership), influencing all sales activity and pipeline
- Reported on and analyzed opportunity pipeline: Forecast vs Team Goals; Win-Loss rate, daily Activity
- Designed and maintained dashboards and reports for Exec. team in Salesforce
- Developed and documented sales processes and SFDC training guides for sales teams
- Led Apttus Academy and new employee onboarding and training over 200 new hires since January 2014 on Apttus Quote-to-Cash market space, product capabilities, positioning and messaging
- Applied Apttus goals into sales messaging and used salesforce capabilities to help sales achieve those objectives
- Email template creation, calls scripts, page layout design, list views, marketing call lists, reports
Business Analyst
Confidential, San Francisco, CA
Responsibilities:
- Led HiGear partnerships and product development, scaling our platform into a marketable platform
- Gathered user feedback on our service platform narrowing our target market, leading to focused marketing efforts
- Developed scenarios to understand competitive and market landscape in a competitive market space: Zipcar, Getaround,
- Created required product rules and regulations that enabled us to explore new opportunities and partnerships: Kayak.com
- Primary provider of customer support on hundreds of sold reservations on Groupon and Living Social
- Sales and service Leader - Top 5 in USA by quantity and volume of hotel club membership sold
- Managed daily Front Office operations: 25 person staff, fleet; reservations; customer service, and sales training
- Treasurer responsible for hotel staff cash handling, disbursements, and supplier payment processing
- Managed payroll for 40 person staff