SUMMARY

Skills in designing, planning, and directing projects using current industry approaches. Working with customers to collect requirements for business needs. Defining concise goals and objective within a project framework Expert in Salesforce testing, customer support Experience in developing POC for Salesforce from sandbox Strong experience using Visio to communicate business flow discussion Working with development team on transfer of knowledge about customer requirement Strong understanding of relationship between sharing rules and object / field level security. Experience supporting full project documentation to support release (i.e. project docs, functional spec, test plan, release document. Provides level of effort (LOE) and priority with change management. Leading multi - functional teams to achieve company and/or customer objectives. Experience in managing global teams in support of the customer Experienced with cross functional teams. Able to support team globally. Experience working with stakeholders to define requirements for business need. Experience supporting Sales and Service org. Experience in training sales teams Knowledge of using Service Now for ticketing Strong knowledge of using standard Microsoft office tools for documentation.

PROFESSIONAL EXPERIENCE

Confidential, Mt View, CA

Salesforce Solutions Architect/ Business Analyst 

Responsibilities:

• Support customer to migrate from Oracle (Siebel on Demand) to Salesforce. Collect business requirements on existing business. Help customer to transform requirements into Salesforce use cases. Primary focus (Contacts, Leads, Accounts and Opportunities). Focus on data migration and field mapping to Salesforce. Direct customer on security best practices when creating role and profiles for user migration. Support day to day record updates with Data Loader activity. Support customer in leading meeting with the customer teams on testing, creation of test plans and system updates. Support new user onboarding into sandbox. Assist in creation of Service Now tickets. Drive closure and timely implementation for users. Help to manage new requirements based on JIRA stories. Work with SCUM master on sprint breakdown. Manage assigned tasks to closure. Support data updates using Excel reports. Create VLOOKUPs and reports from Salesforce to drive changes.

Confidential, Oakland, CA

Salesforce Project Manager 

Responsibilities:

• Developed project release initiation documents Maintained current status of Salesforce-related projects, both strategic and operational, and prepare periodic reports on project status to executive management. Reviewed and assessed project owner needs Worked with sponsors to define the CRM project and sub-projects Identified risks/constraints and mitigation strategies for each Identified required resources, negotiate time commitments Created deliverables for a projects or sub-projects Documented scope, built project plan, and built project schedule Defined project success criteria Provided end-to-end project management execution, provided leadership, motivated, and managed multi-disciplinary teams, Monitored and reported progress against plan Managed scope change, Tracked budget and project cost variances Facilitated and managed project communication, Mentored and guided less-experienced team members, Performed continuous cross-team collaboration, project implementation, documentation (implementation planning), training and implemented communications planning.

Confidential,San Mateo CA

Solution Architect/System Administrator 

Responsibilities:

• Performed System administrator for support of Apttus contracts. Rolled-out Apttus into production with testing and user training. Imported data from SharePoint to Salesforce using data loader. Supported new Apttus user onboarding to Salesforce. Supported technical issues with DocuSign. Managed DocuSign accounts. Supported template creation for Apttus X-Author to manage within a DocuSign process. Worked with business on new requirements and changes related to new template and/or process changes

Confidential

Salesforce Business Analyst/ Project Manager

Responsibilities:

• Worked on over 37+ Salesforce projects and completed on time and under budget. Responsible for managing Salesforce Project pipeline license management and reporting. Responsible for Salesforce “Sales” solution requirements gathering from business. Transformed requirements into functional requirements and Go-No Go test plans for UAT. Managed project documentation, regular meeting publications to team and upper management Worked on Salesforce data management, reporting, custom fields, triggers and workflows, and limits. Provided ad hoc training to end users on system standards or custom processes unique to a given business unit. Provided vision for new business units to be added to the system in concert with existing system design. Optimized user experience by reduction of unused fields and improving page layout using Salesforce free tool fieldtrip . Worked in a high pressure, high change environment. Identified process issues business risks and or issues related to leads, accounts, opportunities within Salesforce application. Acted as Subject Matter Expert (SME) for Confidential on Salesforce systems, best practices. Trained, on boarded new business teams, and ensured new customizations were aligned to existing system design. Worked directly with stake holders on requirements. Prepared weekly reports. Managed dashboard or individual reports as required.
• Major Accomplishments (highlights)
• Supported the project from Sales Admin and user verification, system functional 3 or merger into 1 Implemented Single Sign On: Follow-on project after merge. Improved user security. Reduced I.T. support for password reset support. Implemented HR integration as part of the project. Implemented title, department and business group alignment. Migrated from Microsoft (cloud): (company acquisition) standardize project onto Salesforce. Logistics Quotes Module - Cloned existing Quotes module add business logic for Logistics. Salesforce Maintenance (Accounts, Opportunities, Leads) Data Clean-up: project timeline 60 days. Focused on report accuracy. Report accuracy required removal of unused fields and updated page layout. Quote Field Reduction: Using app (Field trip) provided feedback on fields with little or no data population. Optimized application UI based on field reduction. CTP Migration: Migrated data from Zoho to Cloud (Salesforce). Developed process, field mapping, Role and permission.

Business Analyst/ Project Manager

Confidential

Responsibilities:

• Performed project management tasks to support the DFM tool Eflex Application design running with Valor OEM application. Managed an offshore team in Singapore as a project manager and assisted developers with user acceptance testing plans if needed. Trained and worked within project management using SCRUM methodology Implemented 9 code releases to production within a dot net environment.

Confidential

Business Analyst/ Project Manager

Responsibilities:

• Part of a large team in support of the Flex Flow (Shop floor - MES application). Responsible for managing product releases into Shop floor. The changes were enhancements or patches to improve the application. Worked in support of customer deployment in Guadalajara Mexico. Deployment activity was 10 months. MES activities included product tracking (barcoding), Process floor set-up. Staged the product and tracked through.