SUMMARY

• Experienced Salesforce Business Systems Analyst in Agile with Jira and the SAFe Framework at an enterprise scale; working directly with executive management, end users, and various global development teams.

TECHNICAL SKILLS

Exceptional knowledge of Microsoft programs: Excel, Visual Studio, Visual FoxPro, Word, PowerPoint, Visio, Outlook, and Access including data analysis with SQL Server.

Working knowledge of multiple BI platforms: (Domo, SQL Server, Tableau, and Cognos)

Working knowledge of business systems such as: SAP, Salesforce.com, and QuickBooks.

Intermediate skills in: JavaScript, VBA, Visual Basic, PYTHON, Adobe Photoshop, and AutoCAD.

PROFESSIONAL EXPERIENCE

Salesforce Business Analyst

Confidential, Des Plaines, IL

Responsibilities:

• Requirements gathering from small business owners to develop solutions for various use cases.
• Working with SaaS products: Salesforce, Apttus, Domo, and Tableau.
• Managing User Acceptance Testing (UAT) and Business Requirements Documents (BRDs).
• Creating user stories in Jira and sharing with business owners so that the project meets expectations.
• QA all software which has been developed and update as needed.
• Implementing Salesforce where applicable and adding Apttus/Conga CLM solutions if needed.

Salesforce Business Systems Analyst

Confidential, Pleasanton, CA

Responsibilities:

• Requirements gathering from business stakeholders and communication to developer team.
• Working with SaaS products: Salesforce, Apttus/Conga, Domo, and Tableau.
• Creating user stories in Jira and sharing with business owners so that the project meets expectations.
• UAT and QA all development which has been completed, working with business leadership and dev team.
• Implementing Salesforce and Apttus/Conga CLM changes as a Salesforce Administrator as needed.

Salesforce/Apttus Business Analyst

Confidential, Chicago, IL

Responsibilities:

• General implementation and configuration of Apttus CLM onto existing Salesforce ERP as System Administrator.
• Working in an Agile enterprise SAFe Framework environment on a SCRUM Team (Attending Daily Stand - up Meetings, Updating Jira, and working closely with other Developers to fix any bugs).
• Building contract templates for five states using X-Author for Word.
• Creating training videos and conducting large scale in person or remote training presentations, traveling to various geographical areas to present.

Salesforce Business and Data Analyst

Confidential, Des Plaines, IL

Responsibilities:

• Ad hoc BI reporting using Domo reports created using SQL/ETL and Salesforce objects.
• Maintenance of product and customer data in Master Data Management systems (Informatica, SAP, Salesforce))
• Guiding Executive Sales Management with the use of data in order to help make strategic decisions.
• Administrating of Domo BI Platform and creating visual reports which make sense of large amounts of data.
• General Salesforce.com administration; setup of new users, security, and custom territory alignment of sales reps.
• Apttus Quote-to-Cash solutions implementation management.
• Excel VBA programming, all Apttus Product (CLM, CPQ, XAE, and XAW) administration and development.
• Requirements gathering for the development of new pricing and business tools.
• Project management and development of new pricing and business tools.
• User acceptance testing and general training for new pricing and business tools.
• Launch and post-launch support of new pricing and business tools.
• Advanced Master Data Management to maintain data integrity within mixed ERP systems and Salesforce.

Acquisition Sales Representative

Confidential, Northbrook, IL

Responsibilities:

• Analyzing lead data in Salesforce.com database and contacting potential customers.
• Generating revenue by bringing in new business.
• Training new sales representatives on how to clean up data and make effective sales calls.
• Up-selling customers who were acquired as the result of purchasing smaller companies.
• Meeting monthly goals and deadlines.

Sales Manager

Confidential, Lincolnshire, IL

Responsibilities:

• Responsible for staffing the office with competent sales and telemarketing personnel.
• Maintained number one sales rank once it was attained.
• Increased sales production of sales team by utilizing leadership skills and incentives.
• Met prospects to assess and satisfy their insurance and financial service needs.
• Prospected, analyzed, and closed life insurance sales.

Pricing Manager/Business Analyst

Confidential, Mundelein, IL

Responsibilities:

• Managed a team of five Pricing Analysts using SAP, who maintained the profitability of a 1,100-person sales force.
• Ad hoc BI reporting with ETL from SAP using Microsoft Visual FoxPro and Access
• Maintained Product Information Management with Item Master Data Manager and enforced profitability guidelines (SAP).
• Worked with Becton Dickinson’s Distributor Sales Team to procure and distribute product.
• Worked with Product Managers to determine correct Item Master Data and Marketing Materials were available.
• Organized strategies for maintaining profitability after incurring large raw material cost increases.
• Administration of databases containing large amounts of data for ad hoc reporting.
• Creating programs in Visual Basic and SQL to implement as temporary solutions as I/S worked on permanent solutions.
• Created custom reports for Sales Directors/Presidents on overall profitability using company wide data.
• Developed solutions for streamlining the daily burdens of sales representatives and other corporate employees.
• Demonstrated leadership by taking initiatives on large projects that improved efficiency and delegating responsibilities to individuals with diverse skill sets within the team.