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Salesforce Subject Matter Expert (sme) Resume

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Woodland Hills, CA

SUMMARY:

Functional and Technical Consultant for Confidential Instances of Service Cloud, Sales Cloud & Marketing Cloud (ExactTarget)

PROJECT EXPERIENCE:

Confidential, Woodland Hills, CA

Salesforce Subject Matter Expert (SME)

Responsibilities:

  • Provided guidance and best practices to Farmers’ IT project and Business process teams when presented solutions by Confidential integrators during requirements and design workshops
  • Conducted Gap Analysis on Vlocity Insurance Cloud functionality to shore up any process gaps between current and future state capabilities
  • Introduced fundamental Agile development methods and principles during the analysis and build phases of the Confidential Implementation

Confidential, New York, NY

Salesforce Business Analyst

Responsibilities:

  • Facilitated the collection of Business pain points and Sales process wish list items and converted them into Future State process flows and user stories
  • Established workshops to understand the business rules and design decisions by the Confidential sales team to include into functionality to handle Confidential ’s Sponsorship Sales and Digital Ad Sales processes
  • Incorporated Salesforce Sales Cloud Best Practices into the solution decisions for the future state Opportunity management and order management capabilities

Confidential, Anaheim, CA

Salesforce Subject Matter Expert

Responsibilities:

  • Guided Confidential Project and Administrative Team to key decision in moving forward with Salesforce Communities vs. Custom experience
  • Co - Founded Governance process and established Best Practices for Salesforce Initiatives throughout the Confidential Healthcare Salesforce ecosystem
  • Gathered Functional Requirements and Testing scenarios for the Salesforce Service Cloud and Communities Implementation

Confidential, San Diego, CA

Salesforce Subject Matter Expert

Responsibilities:

  • Provided technical and functional guidance to Clinical and Credentialing Project Team regarding Salesforce functionality and implementation best practices
  • Facilitated trainings and demos of Salesforce standard and custom functionality including workflow rules, validation rules, custom objects, custom fields, page layouts, record types, reports, dashboard and list views
  • Assisted in the preparation of the Smoke Testing and User Acceptance Testing (UAT) stages including establishing testing scenarios, writing test scripts, and documenting successes and failures to relay to the development team for resolution

Confidential, Kalamazoo, MI

Salesforce Functional Lead

Responsibilities:

  • Tasked with delivery of Gap Analysis and Functional Requirements for 8 week Analysis Phase
  • Conducted Workshops with Business Processes Owners to establish a sufficient level of detail for current and future state processes
  • Converted Process information, client wish lists and Salesforce Standard functionality into a Requirements Traceability Matrix for development team to use in the Build Phase
  • Provided functional and technical guidance of Salesforce Best Practices for Implementation to Business Project Leadership

Confidential, Los Angeles, CA

Salesforce Solution Architect

Responsibilities:

  • Facilitated workshops to collect As-Is business processes and user stories from stakeholders to generate solutions and product backlog for development sprints
  • Configured solution to interpret requirements/user stories to fulfill transit business processes
  • Conducted testing including Unit testing, System testing and generated test scripts for client to run UAT

Confidential, Phoenix, AZ

Salesforce Solution Architect

Responsibilities:

  • Facilitated workshops between business stakeholders and offshore developers to modify Confidential Merchant CRM platform to conform to Best Practices and to improve performance
  • Conducted analysis, provided recommendations, and implemented technical solutions to remove costly and complex customization with native functionality to enhance user experience and platform scalability
  • Provided business stakeholders with Security / Access best practices and go-forward approach to reduce the amount of technical complexity to increase user productivity

Confidential, Torrance, CA

Salesforce Implementation Consultant

Responsibilities:

  • Served as Confidential Subject Matter Expert (SME) for Salesforce Service Cloud Implementation
  • Gathered Business Requirements and Established As-Is / To-Be process flows for Financial Services Business Processes
  • Facilitated design sessions with client to capture stakeholder and end-user input for solution
  • Spearheaded training sessions that led to the training and certification of the CRM team in Confidential Administration (ADM 201) and Confidential Development (DEV 401)

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