Salesforce Business Analyst Resume
San Mateo, CA
SUMMARY
- Direct responsibilities include experience with requirements gathering, planning, organizing, and Change Management.
- Experience in development in Demandware/Salesforce Commerce Cloud using Pipeline, ISML, DW Script, HTML, and CSS.
- Solid noledge of Power BI and Tableau Desktop report performance optimization
- Created Custom Objects, Custom fields, Validation rules, Page layouts in salesforce within Apttus CPQ.
- Experience in Time Series andForecasting, Data Mining, Risk Analysis,Data Cleaning and regression and multivariate statistics.
- Experience in all phases of Software Development Life Cycle (SDLC) aspects.
- Good Experience onSalesforceLightning.Experience in third party integration with ERP (Marketing Cloud, Service Cloud).
- Have hands on experience implementing Enterprise territory management by defining territory models and territory types.
- Highly proficient with Sales Cloud Service Cloud Service Max web service Force.com Community Portal Chatter Knowledge One and App - exchange on Salesforce.
- Working with Project ManagementTeam Foundation Server, SharePoint, Microsoft Project, and JIRAand source code version control SVN environment.
- Involved on salesforce configuration, customization, integration, deployment, communities and classic to lightning migration, lightning component, and lightning design system.
- Experienced Maximo Systems creating user groups, user accounts, supporting users with password resets.
- Good noledge and experience of Workday integration architecture and build. Expertise in Workday Payroll Interface. Knowledge of Performance, Talent, Compensation, and Payroll.
- Worked asDevops business analystfor project teams dat involved different development teams and multiple simultaneous software releases.
- Worked on all types of transformations dat are available in Power bi query editor
- Exposure on Big Data technologies and Hadoop eco system, in depth understanding of Map Reduce and Hadoop infrastructure.
- Quickly recognized as the Agile, Scrum, and Kanban expert.
- Experience in eliciting, documenting and reviewingFunctional Requirements, System Requirement SpecificationsSRS, andNon-Functional Requirements NFR/SLR.
- Extensively worked on Informatica B2B Data Exchange Setup from Endpoint creation, Scheduler, Partner setup, Profile setup, Event attributes creation, Event status creation, etc.
- Strong experience with Scrum methodology and well versed in writing user stories.
- Expertise in configuration and customization of salesforce.com application.
- Writing SQL queries,Cursorsusing embedded SQL, PL/SQL.
- Worked on CRM-Salesforce.com (SFDC both Sales cloud & Service Cloud).
TECHNICAL SKILLS
BusinessTools: Rational Suite,MS Visio,MS Project,MS Access,MS OfficeSuite,Visual Paradigm,DoorsErwinData Modeler4x,BusinessObject(Crystal Reports)
BusinessSkills: Business Definition Requirements,Business Process Analysis,GapAnalysis,UseCase Modeling & Analysis, Business Environment and Market Research Analysis
Methodologies: RUP,OOAD,AGILE, UML&Business/DataModeling
CRM Tools: Salesforce, Siebel, Sugar CRM
TestingTools: WinRunner,LoadRunner,TestDirector,QuickTestPro,PRTracker
Operating Systems: Windows XP/95/98/NT/2000,MacOSX,DOS,UNIX,Linux
Databases: Oracle8i/9i;SQLServer7.0&2000;Access2000,MSSQLServer,MySQL, DB2
Content Management Tools: Documentum, SharePoint, Interwoven, FileNet
Languages: UML (Use case, activity diagram, sequence diagram, data flow diagram, component diagram),C,C++,HTML, Java, SQL,PL/SQL,ASP.NET
PROFESSIONAL EXPERIENCE
Confidential, San Mateo, CA
Salesforce Business Analyst
Responsibilities:
- Worked on various aspects of Salesforce Application like visibility rules based on positions and responsibilities.
- Involved in all phases of SDLC from requirement gathering, design, development, testing, production, user and support for production environment.
- Excellent Business writing skills, including extensive writing of Business Requirements Document(BRD), Functional Requirements Document(FRD), Non-Functional Requirements Document(NFRD)and System Requirements Specification(SRS).
- Experience inAdministration,Configuration,Implementation,Lightning, and support experience withSalesforce platform.
- Prepared Blueprint Documents, Functional Specifications and Process Flows for Order to Cash.
- Used Maximo Business Objects (MBO) to customize interface and update records in Maximo from outside the Maximo Interface, ensuring data accuracy and integrity.
- Ability to create scripts using Azure PowerShell during for automation and build process.
- Currently working as Project Manager for Business to Business solutions, to provide services as SaaS to the strategic business partners.
- Experience working with Salesforce.com sandbox, Service Max field service and production environments.
- Worked with Salesforce Einstein artificial intelligence for CRM and Implemented Service Cloud for customer service, including configuration of email to case, case assignment rules, managed migration and release of Service Cloud.
- Experience implementing Collibra to automate data management processes.
- Implemented Quote-to-Cash solution using APTTUS CPQ. Depth understanding of the APTTUS CPQ, APTTUS CLM data model and functionality.
- Conduct risk based assessments on various process in SME lending in order to better determine areas of focus for internal controls and interacting with the technical team to ensure dat the requirements are clear.
- Designed and developed Apex Program, Apex Triggers for various functional needs in the application.
- PerformedBackend Testing by using SQL Queriesfor the purpose of database integrity
- Liaison between the client’s internal cross-functional teams and new B2B E-commerce partner’s.
- Experienced in interacting with business users and executives to identify their needs, gathering requirements and authoring Business Requirement Documents (BRD), Project Charter and Project Approach Documents.
- Responsibilities included management of Order to Cash support related tickets and continuous improvement projects.
- Prepared plan and trained colleagues/client on CPQ and Quote to Cash.
- Good working experience in Azure Logic apps, Service Bus, Document DB and SQL Database.
- Managed template creation and rehydration projects delivering GA templates for SaaS.
- Used Dynamic Parallel Processing. Multiple work items were created for same workflow instance.
- Identified the need for a separate Production Planning Department and Forecasting Team.
- Facilitate backlog estimation, sprint planning, review, and retrospective sessions, daily stand-ups, monitored burn down and sprint progress migrating from Salesforce Classic to Lightning and createdLightning Components.
- Created templates forAWS infrastructureas a code usingTerraformto build staging and production environments.
- Extensively worked on Workday data conversion and Workday integrations.
- Performed a variety of tasks, such as designing, documenting, integrating local and Sales cloud based systems.
- Using Salesforce Sales Cloud, me was involved in helping users with management and email marketing needs.
- Implementing Sales Cloud, Service Cloud, Chatter and custom applications in SalesForce.com.
- Effectively managing Product backlog refinement and grooming.
Environment: Salesforce, CPQ, Apttus, steelbrick, Eloqua, MS Office, MS Project, SQL, Apex, Visualforce, Informatica, SSIS, Visio, Quality Center, Access.
Confidential, New York City, NY
Salesforce Business Analyst
Responsibilities:
- Involved in gathering and documenting the requirements dat were critical to the business process and using those requirements to design application using a Use Case approach.
- Worked on various aspects of Salesforce Application like visibility rules based on positions and responsibilities.
- Configured Dynamic products with variable attributes and integrated price lists with products in Salesforce.
- An end-to-end exposure on force.com business cloud applications Analysis and development.
- Responsible for writing SQL queries to find out correct data for testing.
- Involved in full SDLC from requirements gathering and data model requirements, development, testing and migration of data and Production support.
- Worked in creation, preparation, and conduct of quality assurance reviews and contributed to the development and execution of test plans and test scripts.
- Experience in designing Workday Integration Implementation plan, conducting blueprinting sessions
- Maintained Emailmarketingcampaign utilizing Exact Target/SalesforceMarketing Cloud.
- Oversee the configuration of Collibra for and master data domains.
- Calculated the optimal order quantity by forecasting the annual demand.
- Worked on Apex classes, Apex triggers and Visualforce pages.
- Successfully used Agile/Scrum Method for gathering requirements and facilitated user stories workshop. Documented User Stories and facilitated Story Point discussions to analyze the level of effort on project specifications
- UsedLightningframework to integrate with legacy systems like SAP, Microsoft and oracle.
- Experience inauraframework, Lightning Components and Salesforce Lightning Design System (SLDS).
- Setup andImplementedSalesforcemarketingcloud.
- Experience in Data Lineage using Excel and Collibra.
- Extensively Performed database testing and access database using SQL Queries/procedures.
- Checking for operating system, and JIRA patches and cumulative updates and work with DBA's to apply patches on Oracle environment.
- CRM TPM implementation in Asia and America with worldwide landscape setup.
- Setup various offers and campaigns in Salesforce and presented them based on customer segmentation.
- Implementing SalesCloud, Service Cloud, Chatter and custom applications in Force.com.
- Implemented SalesCloud and service cloud to improve customer retention and service delivery process improvement.
- Responsible for understanding the data migrating requirements and analyze data to be loaded from legacy systems to Salesforce.com.
Environment: Salesforce.com, Agile, SQL, Oracle, OBIEE, Basel, Scrum, CPQ, Business Objects, MS Office, MS Project, Visio.
Confidential, St. Louis, MO
Business Analyst
Responsibilities:
- Involved in gathering and documenting the requirements dat were critical to the business process and using those requirements to design application using a Use Case approach.
- Worked in report/dashboard conversion from MicroStrategy by thoroughly understanding the structure and developing in Answers.
- Experienced in interacting with business users and executives to identify their needs, gathering requirements and authoring Business Requirement Documents (BRD), Project Charter and Project Approach Documents
- Integrated the SOAP and Rest based Web Services for extracting the data from external systems to display in the pages ofsalesforce.com.
- Tested REST based API by automating usingHTTP and asserting on response.
- Working extensively with Tableau Business Intelligence tool to develop various dashboards.
- Experience with Medicare and Medicaid: Claims processing, Medicaid billing,, and Eligibility Verification and Care management.
- Create Mapping documents, ETL technical specifications and various documents related to data migration.
- Wrote complex SQL queries to extract and validate the data from the Facets database.
- Writing complex SQL Queries to test the Data Stage ETL process.
- Extensive experience in using Tableau functionalities for creating different Requests, Filters, Charts, Interactive Dashboards with page and dashboard Prompts.
- Interface with clients from Operations, Marketing, Sales, Technologies, and Outside Vendors and act as their customer interface point as the lead of the Projects.
- Developed user interfaces, built data models and Qlikview documents to design Qlikview
- Logging cases against the customer issues and working around them by giving prompt solvable replies.
- Supporting BAT and UAT with testers.
- Systems integration test, SIT Regression, Functional testing & UAT Phases.
Environment: Agile, SQL, Oracle, OBIEE, Tableau, Scrum, Teradata, RSA, ROI, HIPPA, EDI, ICD, Business Objects, MS Office, Qlikview, ETL, MS Project, Visio.
Confidential, New Jersey, NJ
Business Analyst
Responsibilities:
- Created documents specifying consistency across tools by utilizing a single asset class schema.
- Documented BRD's for new Risk profile questionnaire, Strategic portfolio models and Capital market assumptions used for Risk/Return calculation.
- Performed SWOT and GAP analysis for new functionality requirements as well as prioritized them based on actual business needs
- Documented and coordinated with IT teams-asset allocation strategies and proprietary investment models for client portfolios.
- Analyzed the existing business process flows for Equities and Derivatives to gain understanding of the existing system and documented the business process flows for the proposed system.
- Support legacy financial applications during People soft conversion of Employee Pension Systems. Oversee On-shore/off-shore group for production cycles and helpdesk tickets.
- Co-ordinate firm wide initiative across all the asset allocation, financial planning team, Advisory teams.
- Assisted in identifying and quantifying Credit Risk, Operational Risk and Market Risk
- Worked on client facing (post login) online/mobile application products for Confidential Financial Services - Wealth Management Americas.
- Managed the conception, development and deployment of traditional web & mobile application tools for clients to transact, research, communicate
- Defect Triaging with SIT and UAT and collaborating with the teams in their testing process
- Reconciled and automated financial reports on Bonds, Securities and Interest Rate Derivatives.
- Involved depth understanding of Credit Risk management for the application
- Created data required by vendor tools to update the tools with our initiative.
- Updated and documented Client proposal changes reviewed by Legal and compliance.
- Documented BRD's for new tool-Wealth Management Framework.
- Worked with business partners to define the scope targeted and specification of the projects.
Environment: XML, Rational Requisite Pro, MS Office, Oracle, Teradata, Erwin, Agile, Scrum, ETL, SOA, SQL Server, UML.