Crm Admin Resume
Jamaica, NY
OBJECTIVE:
- Seeking a position as Salesforce.com CRM Administrator.
Summary:
- Salesforce.com CRM Administrator with experience of more than 7 years in configuration, customization, implementation and support on Salesforce.com Platform.
- Self-motivated, proactive and passionate about quality and process improvement. Energetic, inquisitive, capable of adopting a number of roles simultaneously, agile and embrace change readily.
- Solid experience in all phases of micromanagement – ensuring all in the team have clear understanding of the project, aware of all the deadlines, have all the necessary resources to perform the task and maintain the organizational guidelines and standards.
- Able to work through ambiguity and adjust to project dynamics, provide work around solutions during implementation.
- Comfortable in dealing with different stakeholders of a project - process owners, technology development, quality assurance, operations and vendors.
- Extensive experience in managing, training and working with offshore resources in India, Philippines and Malaysia.
- Very creative and inquisitive minded and has a mentality to stick to the end and get a result.
- Superb mentor, help maintain peak performance and productivity levels while simultaneously maintaining high morals across the board. Assumes both authoritative and democratic leadership, able to turn vision into reality. Take leadership role in any given situation.
- Performed BIG Machine Salesforce.com module implementation and integration.
- Excellent is communication both oral and in writing. Maintain 5 blogs.
Professional Experience:
Client: Confidential, Columbus, Oh July 2012 - Oct 2012
Position: Confidential, CRMAdmin
Responsibilities:
- Short term assignment for sorting out the problems with duplicate entries which affected different parts of Salesforce.com TWC \'s proprietary modules called Territory Management.
- Was in charge of bringing all the different kinds of leads, accounts, quotes, cost of constructions of various cable services such as Business Class Phone, Internet, Cable TV under one easy to read and understand solutions.
- Was responsible of sorting out Account Executives and Account Mangers\' accounts from 6 different regions based on predetermined criteria.
Client: Confidential, Woodside, NY Jan 2009 - June 2012
Position: Confidential, CRMAdmin
Responsibilities:
- Successfully implemented and maintained Salesforce.com CRM solution for Paragon group with very minimum IT resources
- Creating and editing users and resetting passwords for users in specified roles and all subordinate roles, including setting quotas, creating default opportunity teams, and creating personal groups for those users
- Created various reports (Summary reports, matrix reports, pie charts, dashboards).
- Customized and configures Salesforce.com to fit environment\'s specific needs. setup apps, objects, page layouts, related lists, administrative permissions, user permissions, tabs, roles and profiles
- Set up validation rules, workflow rules, sharing rules and approval processes. Created new user accounts and configure Salesforce.com to fit security needs at the user and organization levels
- Set up outbound/inbound messages, lead conversion process, email-to-case, web-to-lead implementations, business specific reports & dashboards, portals setup & app exchange package deployment and Chatter customization
- Assisted developers developing various forms, small apps based on force.com SDLC with Agile and Waterfall methodologies. Identified and documented business requirements and explained to developers in easy to understand format
- Communicated with all levels of management on project status. Met daily with technical analysts and users on test/development issues and requirements
Client: Confidential, Fremont, CA Jul 2007 - Jan 2009
Position: Confidential, CRM Administrator
Confidential, is a consulting firm that provides excellent services to clients. Involved in
Supporting Clients in various parts of the US by providing Custom Configuration and Implementation.
Responsibilities:
- Requirement generation by meeting with the customer interaction team
- Involved in Salesforce.com application and customized apps to match the functional needs of the client.
- Migration of data from Microsoft Excel to Salesforce using Apex data loader.
- Created page layouts to organize fields, related list and other details on a record detail and edit page.
- Implementation of Salesforce principles to create custom objects from pick lists, dependent pick lists, lookups, junction objects, master details relationships, validation and formula fields
- Customized work flow implementation using SFDC standard objects such as Accounts, Leads, Contacts, Reports, Dashboard, Opportunity, Contracts, Cases, Solution.
- Creation of Summary reports, matrix reports, pie charts, dashboards
- In the role of support engineer, trained and helped in-house staff and customer interaction teams in getting used to the application, generate reports and save them for further access to the users
- Environment: Salesforce.com platform, workflow & approvals, reports, standard & custom objects, tabs, security controls.
Client: Confidential, Mountain View, CA Jan 2007 - Jul 2007
Position: Confidential, CRM Administrator
Confidential, is a small wholesale & internet retail roaster based in San Francisco Bay Area's Silicon Valley. I helped them bringing on the Salesforce CRM system implementation.
Responsibilities:
- Performed day to day administrating jobs such as creating users, profiles and objects. Configured custom profiles, tabs and tab Settings, permissions, and passwords and so on.
- Implemented pick lists, dependent pick lists, lookups, junction objects, master details relationships, validation and formula fields to the custom objects.
- Worked on various SFDC standard objects such as Accounts, Leads, Contacts, Reports, Dashboard, Opportunity, Contracts, Cases, and Solutions
- Created the workflows for automated task creation for employees, alerts and notifications.
- Assisted Developers making few small add-ons\' to work with SFDC like Task Reminder, Due Date. Application provides functionality to automatically sends the email reminders for due activities to their owners , to make the things run fast forward and increase productivity .
- Created various reports (Summary reports, matrix reports, pie charts, dashboards).
- Performed BigMachines selling platform to enable the look, feel and flow of BigMachines to meet the specific needs business and users. Updated selling rules and product data and attributes, as well as workflow processes, including quoting, ordering and approvals.
- Ensured accuracy by constraining options based on product compatibility rules like display price, lead time, availability and potential up sells and cross-sells in real-time.
Client: Confidential, July 2006 - Dec 2006
Position: CRM Admin
DigiDent is a leading provider of business technology solutions to a wide spectrum of industry verticals with solutions focusing in Identity and Access Management, Enterprise Open Source and Strategic Technology.
Responsibilities:
- Performed administration duties of SFDC by configuring profiles, objects, user accounts, securities such as password policies and so on
- Assisted Development team building custom applications, custom objects, and customization of existing applications to meet business needs
- Uploading data to the developed applications using Data Loader.
- Creating and implementing validation rules, workflow rules, and work approval processes.
- Implemented Data migration and Data manipulation
- Generating reports and dashboards based on the needs of projects.
- Maintaining an efficiently running Salesforce system.
Client: Confidential, San Jose, CA Mar 2005 - Jun 2006
Position: Confidential, CRM Administrator
Responsibilities:
- Salesforce Administrator for Salesforce CRM clients of Strataserv (Clients include Cisco, Samantec, Stealth mode startups and finance companies)
- Created new user Accounts, Roles, Profiles and sharing settings.
- Developed workflow rules, time triggered workflows for various business requirements.
- Used field level security, profiles and audit trail setup to ensure that protected data is only with authorized users.
- Created pick lists, dependent pick lists, lookups fields, junction objects, master detail relationships, validation and formula fields.
- Created page layouts, search layouts to organize fields, custom links, related lists and other components on a record detail and edit pages
- Created custom field and field dependencies on standard objects like Accounts, Contacts, Cases, Campaigns and Solutions.
- Designed and Implemented the Page layouts and Custom tabs to suit the needs of the application.
- Imported excel based customer information records in to Accounts, Contacts and Cases using Data Loader , Import Wizard and Excel connector
- Developed Custom Reports and Dashboards as per given requirements.
- Helped Developers create Visualforce pages using standard controllers.
- Used Import wizard for insert, update, of data from Salesforce.com.
Client: Confidential, Newnan,GA Jan 2004 - Feb 2005
Position: Confidential, CRM Admin/Developer
Responsibilities:
- Responsibleoftheimplementationandcustomizationofthe Confidential, CRM fortheUS & Canada instance.
- Gatheredandtranslatedrequirementsfromnontechnicalendusersandexecutiveteamthroughweeklymeetingsanddepartment/end userinterviews.
- AnalyzedbusinessprocessesandreengineeredtheSFDCenvironmenttofitcompanyprocessesneeds.
- Assisted Development team to custom build apps for Order Management which included the state of every quote, online order, invoice, payments and mode of payments.
- Customizedexistingpagelayoutswiththecreationofcustomfieldstofittheorganization\'sdataspecific needs.
- Createdcustomobjectsneededtoautomateexistingprocesseswithintheorganization\'ssalesforce.Thisallowedthesystemtoactasthecentralrepositoryofdatanotonlyforallfieldpersonnelbutfortheentire organization.
- Migratedorganization\'sinventoryintoAssetsobjecttobeabletotrackBikeDistribution\'slifecyclefromthemomentofanorderbeingcreated,towholesale & retail,towarranty/claims & end usercustomer service.
- AfterSales/CustomerServicedepartment\'sworkflowprocessesandmanagecallcenterprocesses.
- Responsibleofdatacleanupincludingremovingduplicateaccounts,contactsandleadsfromSalesforce.com.ImplementedtriggersandScontrolstopreventduplication.
Client:Confidential, Herndon, VA May 2002 - Dec 2003
Position: Sr. QA Analyst (Lead)
- Reviewed and analyzed BRDs to gather HP SCM application requirements
- Helped QA director manage various stages of test cycle, monitored issues, created and implemented plans to ensure completion on schedule with proper work plan and work distribution
- Monitored test progress, managed defects to closure and prepared test status reports for project stake holders, Analyzed data gathered from front end user reports, configured user needs, provided feedback to test and development team
- Coordinated the development of detailed test plan and test cases, facilitate training for team to familiarize them with the system, requirements and test procedures to ensure development of quality test cases and efficient execution
- Monitored test progress, managed defects to closure and prepared test status reports for project stake holders
Client:Confidential, NY May 2000 - Apr 2002
Position: Business Analyst/Project Manager
- Worked as a business analyst on the development of mattress.com e-Commerce site
- Interacted with sales and marketing, suppliers, franchisees and call centre to develop the business requirement document. Worked closely with technology to create detailed specifications
- Maintained and updated the web BRD and act as go-between technology and content/web designers
- Developed UAT test plans, executed and facilitated UAT
- Created schedule for interfaces from suppliers and franchisees, run queries to generate order/return reports for fulfilment and accounts departments and loading them into the respective systems, reconciled credit card charges and charge backs and manually fix system breaks
Education:
- Bachelor of Business Administration (BBA), Major: Management. Minor: Marketing/Consumer Behavior
- US Citizen
