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Business Analyst San Francisco, CA

SUMMARY:

A diligent Salesforce Consultant with two years as a Salesforce Business Analyst, and cumulative experience of over nine years. Adept at managing projects and recommending solutions that enable an organization to achieve its goals. Strong interpersonal, analytical skills with the ability to understand structure, policies, and operations of an organization. Salesforce Admin 201 certification on track for May 2017.

EXPERTISE AREA:

  • JAD sessions
  • Gap Analysis
  • Business Process Modeling or UML
  • UAT
  • Workflow Captures
  • Process Automation
  • Process Analysis
  • Data Gathering
  • Wireframes or Prototypes
  • Sandbox Configuration| Testing
  • Troubleshooting
  • Research AppExchange
  • Chatter
  • Reports and Dashboards
  • Security and sharing rules
  • APEX Data Loader
  • Release Management
  • Maintenance SFDC Releases
  • Stay Current
  • Manage Backups
  • SOW
  • RFP|RFI
  • JIRA
  • AGILE

TECHNICAL SKILLS:

Salesforce: Salesforce Classic, Salesforce Lightning, Salesforce1 mobile app, Salesforce Classic Mobile app, SalesforceA Mobile app, FORCE.COM, Sales Cloud, Service Cloud, Marketing Cloud 60% Sales Cloud, 30% Service Cloud, <10% Marketing Cloud

Software Development Methodologies: SDLC, Agile, Waterfall

Testing, Defect Tracking & Reporting: Win Runner 7.0, HP Quality Center, Load Runner & Crystal Reports, QTP, ClearCase, HP ALM, Software Planner

Content Management: SharePoint Server, Live Link, Documentum MS Office Suite, MS Project, MS Access:

Prototyping and visualization: MS Visio, iRise, Snagit, Axure(Rapid prototyping)

PROFESSIONAL EXPERIENCE:

Confidential, San Francisco, CA

BUSINESS ANALYST

Responsibilities:

  • Business Systems Analyst for Store Vision Platform (SVP) with 80% focus on Classic (Legacy) projects and 20% on MOD (Modernized) projects
  • Assess risk of provided solutions and prioritized competing business demands
  • Author Functional Specification Documents (FSDs) and Technical Specification Documents by conducting analysis on new Change Requests(CR) or Business Requirement Documents(BRD)
  • Working with Middleware applications and System of Records within the System Oriented Architecture(SOA) to add details in FSDs and Technical specifications
  • Manage ongoing relationships with the Business Alignment Discussion (BAD) team, the Developer and QA team (off - shore, on - site) and finally the Project Team to drive satisfaction with IT
  • Coordinated project delivery by participating in design reviews and walkthroughs to communicate with stakeholders from marketing in re-branding of PMA relationship accounts to Portfolio by Confidential
  • Engaged with Retail bankers from SVP to obtain key inputs and identify solution interdependencies
  • Demystifying screen changes for end users (using mockups) or changes to Business Artifacts for the Project team (by walkthroughs)

Confidential, Manhattan, NY

Salesforce.com Business Analyst/ Admin

Responsibilities:

  • Served the IT department in this non-profit company while handling 500+ users, liaison (or relationship manager) to Billing and Collections, Contracts and Employer Relations
  • Created gap analysis, Functional Specification Designs, gathering business functionality requirements and added to Business Requirement Document (BRD) of Enterprise Edition Plus Non-Profit Starter Pack (NPSP)
  • Assisted by "Power of Us Application" to assess organization's readiness survey for sustainability and optimum use of Grants by Salesforce
  • Built apps to track donations, an app to help sales associates set (and track) goals for the New Contracts, manage leads, closed deals
  • Custom Apps with monthly reports and Dashboards to help Managers monitor New Contracts, manage Campaigns for new Donations
  • Collaborated with sales operations stakeholders to define business needs and drafted requirements resulting in organization configurations, creation of new objects, processes, flows, workflow rules, alerts, contracts, formula fields and validation rules
  • Implemented and strategized security models for internal and external users utilizing: sharing rules, profiles, permission sets, field level security, record types and public groups
  • Used tools such as (browser based) Data Import Wizard and Apex Data Loader to Import or Export, Update and Upsert to manage data
  • Demonstrated new functionality and new application enhancements and then create training documents to the business and testers thus maintaining business productivity
  • Assisted business partners in design and creation of ad-hoc reports to support business analysis
  • Performed the detailed analysis of functional and technical requirements; developed 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 the various levels of the organization. Also created multiple profiles and configured the permissions based on the organizational hierarchy
  • Created new custom objects, assigned fields, designed page layouts, custom tabs, components, custom reports
  • Implemented pick lists, dependent picklists, validation and formula fields to the custom objects
  • Applied the validation rules on the objects and tabs, Page Layouts, Custom tabs, and Components to suit the needs of the application
  • Implemented the workflows and approvals for various functional requirements
  • Implemented the searching and tagging functionality; developed various custom reports and dashboards for data analysis
  • Assisted Project Manager in setting realistic project expectations and evaluating the impact of changes in the organization and conducted project-related presentations
  • Supported Employer Relations (ER), Billing and Collections (B &C) with the help of Service Cloud functionalities like Chatter, Case Management, Service cloud console, agent Console in Salesforce
  • Process improvement of onboarding ‘New Contracts’ using Sales Cloud features while using campaigns for Program Management, Communications, Volunteer Management, Events, and Fundraising

Confidential, Franklin Lakes, NJ

Business Analyst

Responsibilities:

  • Prepared and validate list of stakeholders, conduct an initial assessment and initial profiling of applications to be decommissioned
  • Drafted compliant BRDs and obtained approval from the Business Owners for purge and archival
  • Collaborated with the archival and (or) IBM Optim team solutions architect to draft the Technical Design Specifications
  • Formulated test scripts for each application with reporting requirements during UAT and then compare source data within Optim during Unit Testing
  • Identified applications run on a particular server with the System Architect to help them with infrastructural footprint reduction plan
  • Worked on Mainframe and mid-range applications to reduce the number of servers and effectively reduce costs for the management to run these applications

Confidential, Baltimore, MD

Business Analyst

Responsibilities:

  • Played a crucial role in 2 major projects that involved the Money Movement Hub: Wires Renovation and Official Checks/MS-Citi Automation
  • Drafted and gained approval on integral business documents such as Client Notification SRS and Reports SRS and facilitated JAD sessions cross functionally
  • Interviewed SMEs, created RFIs, RFQs, and RFPs during the vendor selection process and then drafted a SOW and other vendor contracts
  • Designed AS-IS and TO-BE specifications and obtained approval, created Use Cases, Use Case Diagrams and Activity Diagrams, drafted CRs and facilitated those changes in compliance with OFAC and CIP under The Patriot Act, resulting in 100% compliance
  • Created and sought approval for application BRD and SRS documents, updated the UI Validations, Business Rules, and Error Handling Sheets

Confidential, Wilmington, DE

Salesforce.com Business Analyst/ Admin Consultant

Responsibilities:

  • Leveraged my understanding of Salesforce’s capabilities (or limitations) and communicated those to the client succinctly
  • Collaborated with the Product Owner on requirements, business value scoring and success metrics
  • Identified and analyze customer needs to create Salesforce prototypes, page layouts, list views, Home Page components, home page layouts and reporting
  • Prioritized and delivered monthly global system enhancement request to maximize BAU budget effectively
  • Acted as a Salesforce Business Administrator to carry out data maintenance
  • Prepared user stories, user acceptance test scripts, and training documentation key initiatives
  • Created a BRD for an Account Reassignment app to help managers reassign accounts based on ratings of the sales personnel
  • Managed global user role hierarchies, license allocation for multiple users
  • Utilize various resources to make informed updates to email templates, Workflow rules, created immediate and time-dependent Workflow Rule actions
  • Created and maintained global user set up documentation to support user set-up process
  • Provided day-to-day end user support including conversion of business requirements into reports and dashboards using Report Builder
  • Created Tabular, Summary, Matrix, Joined and custom reports
  • Created Service cloud console, configured agent console in Salesforce
  • Setup field history tracking to create an Audit Trail of changes in Salesforce by various Salesforce Admins
  • Gained experience in implementing Sales Cloud, Service Cloud, Marketing Cloud and Force.com functionalities

Confidential

Product Marketing-MBA intern

Responsibilities:

  • Performed segmentation analysis to help identify the next market segments to pursue based on the profile of the existing customer base and the overall market

Confidential

Associate Product Manager

Responsibilities:

  • Maintained multiple Fortune 500 accounts as a Product Marketing Manager and played a lead role in marketing campaign offer codes
  • Involved in pre-sales process drafting, RFIs, RFPs and SOWs
  • Optimized vendor bidding process (for content, SEO, technology), assisted in quarterly growth programs

Confidential

Associate Strategy Consultant

Responsibilities:

  • Assisted marketing focus groups that specialized in branding, communications and strategic planning, which was committed to increasing client's competitiveness, market share, and profitability
  • Drove design, development, and maintenance of new B2B and B2C Websites
  • Increased billable hours by 15% through regular client contact and by suggesting updates to websites

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