Sr. Salesforce Business Analyst Resume
Norfolk, VA
SUMMARY
- Good experience in the Healthcare Industry, playing a pivotal role as a Senior Business Analyst through various stages in software development life cycle for development.
- Experience in Service Cloud, Sales cloud, Collaboration Cloud and SFDC Customer Community.
- Experience working in the following: Salesforce.com areas, Sales Cloud, Marketing Cloud, Service Cloud, Community Cloud, Salesforce Integration, Data.com and Salesforce CPQ.
- Excellent understanding of retirement business needs (products, market and regulations) as well as technology dimension enables me to create efficient business requirements document (BRD) and then help in transforming to functional requirements document (FRD).
- Experience in building and maintaining Salesforce Lightning applications and components.
- Created integration with Apttus CPQ and CRM applications and automating processes on salesforce platform.
- Wrote requirements, design solutions, perform development/configurations, test and communicate Salesforce.com functional updates to users with advanced experience with Salesforce.com configuration.
- Strong experience in conducting user acceptance testing (UAT) and documentation of test cases and also expertise in designing and developing test plans and test scripts.
- Experienced in configuring Veeva applications using Veeva custom settings, Veeva messages, zvod fields and section signals on page layouts, offline validation rules, sample management Functional
- Experience in Veeva CRM and Veeva Vault Content Management applications.
- Good experience in creating and managing stories/story level requirements for better scrum management.
- Hands on experience writing SQL queries for data analysis, and data quality and have prepared data mapping specifications, and data dictionaries.
- Experience working in the following: Salesforce.com areas, Sales Cloud, Marketing Cloud, Service Cloud, Community Cloud, Salesforce Integration, Data.com and Salesforce CPQ.
- Ability to work well in a team. Open to team related tasks, team meetings, team interaction and conference calls.
TECHNICAL SKILLS
Project Methodologies: Agile, Waterfall, Matrix
Business Modeling Tools: MS Visio, Rational Rose
Requirement Management Tools: Rational RequisitePro
Defect Tracking Tools: Rational Clear Quest, Quality Center, Bugzilla
Operating Systems: UNIX, LINUX, Windows
RDBMS: MS SQL Server, Oracle
Languages: SQL/PLSQL, Java, HTML, C#.NET, VB.NET
Business Applications: Microsoft Office Suite
Project Management Tool: MS Project
PROFESSIONAL EXPERIENCE
Confidential, Norfolk VA
Sr. Salesforce Business Analyst
Responsibilities:
- Interact with product mgmt. and other stakeholders to drive detailed requirements.
- Create Business process flows, work flow diagrams and the detailed documents. (BRD, FRD, Vision and Scope document).
- Provided support to marketing team on Marketing Cloud.
- Complete all projects using agile methodology.
- Customized Marketing Cloud Objects, scheduled and managed marketing email sending with Salesforce Marketing Cloud and used Exact Target.
- Facilitated system maintenance and enhancement through design documents, process flow diagrams, use case diagrams etc.
- Using Journey builder created movable data extension in Marketing Cloud.
- Preparing and getting approval of design, functional and technical specifications from business using sales cloud.
- Work in Agile, scrum, and sprint environment in order to change the requirements and features set.
- Extracted digital marketing data from Adobe Marketing Cloud in Tableau Data Extract (TDE) format by connecting to Adobe Site Catalyst for developing Business Intelligence dashboards.
- Supporting the Sales cloud implementation, Service cloud modules, Salesforce SF1, Client interfacing, Chatter when converting leads and dealing with cases for companywide discussions.
- For integration purposes used marketing cloud connects.
- Assist client with staging and deploying email campaign with in Marketing Cloud.
- Analyzed system impacts as a result of proposed changes. It entailed interaction with other systems users and Subject Matter Experts (SMEs).
- Managing data work streams in support of the Veeva CRM, including but not limited to the addition of lead card and suggestion modules within Veeva CRM.
- Apttus implementation with complex functionalities for business logic. User Management, CPQ, Marketing Content Management.
- Documented user and functional requirements for a healthcare professional HCP look - up tool between Veeva CRM and the third party IMS HCP database.
- Worked with Managed packages from APTTUS CPQ and involved in integrating APTTUS business logic with current system.
- Generated the quotation word document from the Salesforce.com by using the feature of Apttus CPQ.
- Worked as a Sr. Business Analyst in an agile environment with monthly release and weekly sprints.
- Work with financial services as part of support for the application.
- Proficient in Sales Cloud, Service Cloud, Salesforce Console, Force.com, Marketing Cloud Chatter, App exchange and community cloud set up in Salesforce
- Works to understand the as is business situation to facilitate change within the to be IT Call Center scenario.
- Validate business rules and all artifacts with users, approval and sign off.
- Conduct JAD sessions with management, SMEs (Subject Matter Expertise), vendors, users and other stakeholders for open and pending issues to develop specifications.
- Implemented and customized Salesforce customer relationship management (CRM) for Marketing, Sales and Case Management also implemented sales cloud and service cloud to improve customer retention and service delivery process improvement.
- Executed UAT test cases for OBI using HPQC and Veeva system.
- Used the Agile/SCRUM process for certain enhancement projects
- Using Journey builder created movable data extension in Marketing Cloud.
Environment: Microsoft SharePoint, .Net, Salesforce, MS Visio, Service Cloud, Veeva CRM, MS Office, Microsoft Project, Marketing Cloud, Agile, UML and Data Stage, Iterative Process Methodology.
Confidential, Durum, NC
Salesforce Business Analyst
Responsibilities:
- Followed the Scrum methodology (Agile) and was extensively involved
- Perform GAP analysis of business rules, business and system process flows, user administration, and requirements
- Implemented and maintained Salesforce Service Cloud and marketing Cloud. Built custom solutions
- Involved CRM processes like Design, planning, development, testing and integration of Salesforce Cloud services, data and accounts.
- Working with IT and business areas to support Veeva (Saleforce) enhancement requests, incidents and Service Requests
- Involved in security levels and privileges by customizing Salesforce.com Profiles and Roles.
- Performed Apttus CPQ related configuration for product setup, approval matrices, approval rules, process builders and flows.
- Translating client requirements and aligning them with IT capabilities. Designing solutions for customers to achieve their goals within specified timelines based on Agile Methodology of Software Development.
- Customized page layouts for opportunity, contacts and accounts depending upon user roles, and groups. Worked with integration with other CRM as such Data Manager and CAMP into Salesforce.com platform.
- Worked with Data Loader for insert, update and bulk import or export of data from Salesforce.com objects. Used to read, extract, and load data from comma separated values (CSV).
- Extensively used SQL to query the Oracle database to analyze data and set-up data accordingly.
- Analyzed, mapped, cleaned and loaded data from different source to Salesforce.com
- Configure Salesforce (Service Cloud, Marketing Cloud, Sales Cloud) based on requirements within an Agile / Scrum environment.
- Designed and delivered key systems in Salesforce to support automation of Veeva CRM, SaaS operations, IT, and customer support processes.
- Described organization hierarchy and built profiles, roles on salesforce.com company org as required by the business.
- Implemented Partner portal on Salesforce org for Partners to better connect with different business users and suppliers, thereby increasing transparency. Created reports (daily status reports and weekly reports) and created testing metrics as requested by senior management.
- Evaluated Data entry, import processes and ensure proper data quality standards exist for the Salesforce.com application.
- Coordinated with Veeva and Salesforce for any issues in current platform and new releases.
- Performed smoke testing during new product version release from Salesforce/Veeva.
- Assist in the transitioning from the current development approach to an Agile / Scrum methodologies
- Project Manager for implementation of Salesforce Marketing Cloud including implementation of Journey Builder and custom journeys for prospective gas buyers.
- Documented in the business processes, integrations with a Document Management System, a Call Center System and Tivoli for role based access control, identity management, security components, Single-Sign-On, security monitoring, etc.
- Performed data extraction for dashboard and reporting functionality development for SFDC.
- Identified risks and provided mitigation plan. Escalated issues on timely manner to management.
- Worked with designing front-end application by creating screen mock-ups and wire frames.
- Prepare flow charts, ad-hoc financial reports and Ad Sales PowerPoint Presentations
- Preparation of Requirements Document, Agile Story cards
- Acted as a resource in understanding how system carries out business functions and assists in ensuring the timely and effective implementation.
Environment: RUP, Quality Center, MS Visio, XML, Service Cloud, MS Office, Microsoft Project, Marketing Cloud, Agile, MS Office, MS Project, SQL, Agile, UAT, Test Case etc.
Confidential, Austin, TX
Business Analyst
Responsibilities:
- Communicating with SME's, Business users, testers, UI team and developers to complete the project on schedule by providing solutions through group meetings, JAD session's and one to one meetings.
- Was involved in Risk Management ventures, document management and requirement management for the core functionalities of the portal.
- Participated in and contributed to as-Is and To-Be Process Modeling Sessions, and build process models responsible for analysis and reporting.
- Analyzed business requirements and segregated them into Use Cases. Created Use case diagrams, activity diagrams, Sequence Diagrams using MS Visio and Snag-it tools.
- Extensive experience using SQL for querying and analysis purposes on various source tables and conditions applied.
- Assist development team to work through data-mapping and integration requirements between UI applications and mobile services.
- Support QA team in ambiguity reviews, and in understanding of requirements.
- Created Test Plan and define features to be tested requirements.
- Developed UML Use Cases for the application using Rational Rose and prepared the detailed Work flow diagram based on the proposed enhancement for the system.
- Was involved in documenting the System Appreciation Document for Provider Portal Knowledge Acquisition as a part of Knowledge Transition
- Implemented agile methodology for rapid delivery of the high quality application and also for development with customer needs and company goals and acted as a scrum master to organize sprint process.
- Worked on the compliance requirement throughout the implementation phase and verified all the functionalities to make sure it was in accordance with the expected business requirements as per the practice.
Environment: Quality Center, MS Project, Visio, MS Office, Windows, XML, MS Word, Agile, MS Excel, MS Power Point, Java
Confidential, Hartford, CT
Business Analyst
Responsibilities:
- Instructed and modeled core Agile principles of collaboration, prioritization, team accountability and visibility, ensured consistent application of SCRUM methodologies across the enterprise.
- Responsible for preparing Business Requirement Document (BRD), Functional Requirement Document (FRD) and then translating into functional specifications and test plans. Closely coordinated with both business users and developers for arriving at a mutually acceptable solution.
- Clarified and prioritized requirements by conducting brainstorming and JAD sections with SMEs.
- Prepared Workflow diagrams to analyze “AS IS” and “TO BE” scenarios, and designed new process flows.
- Designed and implemented basic SQL queries for testing and report/data validation
- UsedFACETSAnalytics for fast and easy retrieval, display and grouping of information for performing queries and generating reports.
- Created Complex SQL Queries using Views, Indexes, Triggers, Roles, Stored procedures and User Defined Functions.
- Performed Data Analysis and Data validation by writing SQL queries.
- Developed/modified SQL Joins and sub-queries to implement business rules.
- Facilitated Joint Application Development (JAD) Sessions for communicating and managing functional requirements and project expectations.
- Performed Requirements Gathering and Analysis, interacted with the SME (Subject Matter Experts), and ensured that contributors and all key stakeholders were motivated to complete assigned tasks.
- Performed backend testing usingSQL Commands/Queries.
- Interacting with developers to report Issues found during Testing and tracking bugs using Quality Center.
- Reviewed extensive SQL Queries with complex multi-table joins and nested queries.
- Involved and coordinated the tests with the QA team to verify implementation of new features and enhancements.
- Managed the Requirements (Business as well as System requirements), performed requirements analysis along with the creation of Use Case Scenarios.
Environment: Agile-SCRUM, HP QC, SOAP, MS Office (Word, Excel), MS Project, MS Power Point, MS Visio, SQL Server, XML, SQL, Windows