Salesforce Administrator/Business Analyst Resume Richmond, VA - Hire IT People

SUMMARY:

Talented and proficient banking and systems professional with more than 7 years of experience as a Salesforce.com administrator configuring complex functionality and more than 10 years of experience supporting Salesforce system and reporting users. Effectively develop and convey technical requirements and capabilities, communicating with all levels of staff from direct Salesforce end - users to senior management.

TECHNICAL SKILLS:

Salesforce.com advanced administrator capabilities, including creation and use of record types, page layouts, security settings and sharing rules, workflows, entitlements, validation rules, approval processes, custom objects, custom reporting, dashboards, Developer Console and Apex Data Loader.
Form Assembly, a web-to-object webform creation package nCino for Lending; nCino for Treasury Management
Microsoft Office Suite (Word, PowerPoint, Excel)

PROFESSIONAL EXPERIENCE:

Confidential, Richmond, VA

Salesforce Administrator/Business Analyst

Responsibilities:

Uncover and develop business intent and configure Salesforce.com and Salesforce.com-related applications to meet complex business needs.
Manage multiple high-priority projects of varying complexity and size simultaneously, with minimal supervision, to support the needs of the Commercial LOB, including Treasury & Payment Solutions, Commercial Real Estate, Middle Market, Small Business, Corporate and Investment Banking, Wholesale Lending Services, as well as Bank Operations and Retail.
Respond to user issues escalated to Salesforce team, research reported problems, determine root cause and recommend solutions for updated configuration to eliminate problem.
Establish, document, and maintain Salesforce.com configuration, ensuring compliance with policies, procedures and standards that ensure our data is consistent, complete and viable.
Educate Salesforce.com users on new capabilities; support ongoing training and communication.
Work with Release Management to prepare changes for release, including documenting configuration specs and test scripts and creating and testing change sets.
Implemented One Pipeline Initiative for Treasury and Commercial Card teams for improved and comprehensive reporting, to strengthen cross-partner communication and foster collaboration.
Configured and implemented nCino to automate lending process for Commercial Bank.
Re-established Commercial Real Estate’s usage of Salesforce through the creation of opportunity-to-case processes, as well as custom reporting and dashboards.
Created customized servicing process for Relationship Service Specialists through use of custom objects, pre-population of fields, automated routing and cross-functional reporting.
Have completed over 30 Change Requests each year to improve user functionality and meet emerging business needs.

Confidential

Help Desk/Lead Business System Analyst

Responsibilities:

As lead Help Desk support analyst, worked directly with over 1500 Salesforce.com end users to triage issues and provide resolution or escalation of user issues.
Served as a primary point of contact for Commercial LOB, Treasury Management, Private Wealth Management, developing and maintaining solid working relationships with end-users, project teams and senior management.
Continually mastered newly-implemented Salesforce functionality, in order to assist with project testing needs and to support and train end users.
Clearly communicated technical issues to non-technical users as well as production support teams.
Assisted users in creating and modifying custom Salesforce list views and reports.
Monitored system usage and deactivated users according to SunTrust policy for responsible system usage.
Monitored report usage, eliminating unused reports to maintain current reporting library.
Trained new Help Desk analysts.

Confidential

Operations Specialist

Responsibilities:

Researched complex technical problems reported by retail branches throughout in Northern VA, Washington DC and Maryland regions.
Researched and recovered funds through ACH using automated system with Federal Reserve System.
Developed and presented statistical management reports.
Performed help desk functions within three departments, including Novell sign-on issues and software installation issues.
Coordinated the installation of new PCs and software; maintained PCs for department.
Tested hardware and software, including Canon scan software, and trained staff on new software.
Assisted in the development of policies/procedures for the scanning project.
Developed and maintained solid working relationships with information systems support staff.

We provide IT Staff Augmentation Services!

Salesforce Administrator/business Analyst Resume

Richmond, VA

We'd love your feedback!

Resume Categories

Client Services

Job Seekers

Visa Sponsorship