We provide IT Staff Augmentation Services!

Salesforce Project Manager Resume

5.00/5 (Submit Your Rating)

Rochester, NY

SUMMARY:

  • Salesforce Certified Professional with 10+ years of Agile/Scrum Project management expertise.
  • Experienced Project Manager with 10+ years (16+yrs overall IT) of successful launching, directing and managing of large scale programs in a firm by performing management functions such as, planning, scheduling, organizing, and tracking processes and ensuring the feasibility of each project.
  • Handled several development and Support and Maintenance projects by proliferating project management and ITIL best practices initiated as a Program & Project Manager (Web Technologies, CRM - Cloud Computing with PMI Best Practices implemented) especially focusing on Salesforce.com CRM based projects for the past 6+yrs.
  • Expert in Waterfall and Agile project management methodologies.Able to manage large project teams and known for high-quality deliverable that meet or exceed time-line and budgetary targets
  • Working with MS Project for effective Project Planning and Managing the Resources with Team Planner, syncing to SharePoint tasks, update status in outlook, Business Intelligence and reporting etc
  • Best practices of utilizing Earned Value Techniques for estimating Cost Variance, Schedule Variance, CPI and SPI as part of cost management
  • Alligned to PMO-Project Management Office objectives, tools and techniques in order to execute the projects successfully ensuring there would be no schedule slippages and budget over runs
  • Identifying, categorizing and priortizing the risks, mitigation, risk response plan and maintaining the risk register
  • Working with CA PPM tool Clarity for creating, managing the project tasks, effort metrics, resources, risks etc
  • Developing a Project Charter, Collecting processes, procedures, Identifying stakeholders,assumptions and risks
  • Creating Project Scope Statement, WBS, Network Diagram, resource requirement, Quality standards etc
  • Responsible for Pre-Sales activities like working on RFP Responses proposals, Solutions with Technical Architect and technical presentations as per customer requirements
  • Responsible for delivering Salesforce implementations with GDM-Global Delivery Model, release management and agile/waterfall methodologies
  • Expertise in managing Analytics projects having created complex reports, on ticket analysis, update to senior management with regular updates etc
  • Exposure on implementing CRM projects on Salesforce - Marketing Cloud, Sales Cloud and Service Cloud with Leads, Opportunity, Contract, Service, Order Management etc.
  • Implement technically for any Salesforce CRM based project includes designing, developing, testing, deployment
  • Involved in reviewing User Manuals, organizing the training for the Users before Go Live of any CRM project
  • Leadership - Adept at leading/managing cross-functional programs and Capable of leading high performing teams under tough deadlines, to meet expectations of multiple customers.
  • BI & Data Analytics Implementation experience using TIBCO Spotfire, Salesforce, Qlikview etc.
  • Problem solver - Creativity and forethought in solving complex project issues.
  • Service orientation - “People person” and a team player

TECHNICAL EXPERTISE:

Sales Cloud: SAAS, Sales Cloud(Salesforce.com), Salesforce Integration using Informatica,Workflows, Approvals Dashboards and Reports, Web Services(SOAP & REST), API, Validation Rules, Process Builder,Assignment Rules,SOQL Querying, APEX, Triggers etc

Service Cloud: Service Cloud for Case Management and ServiceMax for Field Service Management, email proofing etc

Salesforce Deployment Tools: Changesets, Ant Migration Tool, GIT, Jenkins, Maven, BitBucket, PuttyGen etc

Security Controls: Single-SignOn, SAML, Two Factor Authentication for System level Security and Profiles,Permission Sets, Sharing Rules, Role-Hierarchy for Application level security controls

Operating Systems & Servers: Windows 10, Unix, Android(Mobile), iOS(Mobile), Windows Server 2008R2 etc

Web Servers: Tomcat Apache, JBOSS, Microsoft IIS etc.

Quote To Cash: CPQ-Configure-Price-Quote APTTUS,Oracle BigMachines, Salesforce CPQ

Web Technologies: HTML, CSS, XML,JavaScript,Microsoft C#.Net, ASP.NetVersion Control - Microsoft TFS, Tortoise SVN, Eclipse, GIT etc.

Database: Oracle 9i, MS SQL Server 2008

Salesforce App Exchange: MailChimp, CongaComposer, DocuSign, Jitterbit etc

Image Editing Tools: PageMaker6.5, Corel Draw 11, Photoshop 5.0Salesforce

Deployment: Changesets, metadata API, Ant Migration Tool, Jenkins, GIT etc

ETL Components: PowerCenter Informatica, Informatica Cloud, MSBI-SSIS, SSAS, SSRS

Data Migration: Data Imports & Batch Uploads, SIEBEL to Salesforce Migration, Consolidation and Migration of Data Centre to Cloud, Data Integration, Governance, Quality etc

CTI Integration: New Voice Media, Five 9 etc

Integration Tools: Middleware - Informatica Cloud, Salesforce Integration using SOAP & REST

PM Tools: MS Project 2007, Rally-Agile,JIRA-Agile, PPM,Earned Value Management, Clarity,Primavera 6.0

Service Management tools: ServiceNow, BMC Remedy etc

Image Editing/Graphical: PageMaker6.5, Corel Draw 11, Photoshop 5.0

Office Tools: Microsoft Office (Word,Excel, PowerPoint, Office 365), WPS - Writer,SpreadSheet, Presenter

Content Management: Salesforce Web CMS(Site.com), WSS 3.0, Lotus Notes,MOSS 2007,Brainshark(Cloud)

Agile: SCRUM and Waterfall Methodologies

BUSINESS DOMAIN EXPERTISE:

  • Delivery Management in Sales/CRM/Oil&Gas/Energy/Power&Water/Health Care/Public Service
  • Strategic sourcing/Offshore Management
  • Agile - SCRUM and Waterfall Methodologies.

PROFESSIONAL EXPERIENCE:

Confidential, Rochester, NY

Salesforce Project Manager

Environment: Salesforce,Gazing, SharePoint, CA-PPM

Responsibilities:

  • Aggressively involved in Discovery phase to bring up more effective Project Charter
  • Managing the Enterprise Program Management processes as part of governance which includes Security Analysis, Risk Analysis, Enterprise Architecture Coherence, L2 Exit Approval
  • Requirement Gathering, Technical Design Documents, Solution Design etc
  • Scheduling, Cost estimation, tracking and managing in CA-PPM
  • Project Planning, scoping, tracking the deliverble activities, maitaining the project progress reports regularly
  • Work with the Business SME team to refine and scope technical requirementsderived from business objectives
  • Preparing and managing the Project Plan to track the progress of tasks, sub tasks and resources
  • Track and manage Risks and Issues in CA-PPM and Action Items in SharePoint project site
  • Running Sprints includes Daily Scrum Calls, Sprint Planning Meeting, Spring Review Meeting in Agile env
  • Salesforce Technical Responsibilites:
  • Functional Testing for every functionality built for CRM process with test cases built to ensure successful UAT
  • Used Data Loader for insert, update, and bulk import or export of data from Sales force Objects. Used it to read, extract, and load data from comma separated values (CSV) files
  • Deployment processes between Sandboxes and Production executed using Outbound and Inbound Change sets and Ant Migration Tool
  • Developing Reports and Dashboards and Created Custom Fields, Custom Reports, Triggers, Field help, Custom Formulas and Field History Tracking
  • Creating Roles, Profiles, Role Hierarchy, Custom Profiles, Custom Page layouts. In depth understanding of Profiles, Roles based on Organization role hierarchy and should have experience

Confidential

Environment: Salesforce, Lightning,Salesforce-CPQ, JIRA,Eloqua

Salesforce CRM Project Manager

Responsibilities:

  • Project Planning, scoping, tracking the deliverble activities, maitaining the project progress reports regularly
  • Work with the Business Operations team to refine and scope technical requirementsderived from business objectives
  • Preparing and managing the Project Plan to track the progress of tasks, sub tasks and resources
  • Working with Jira Agile tool for tracking the project activities and support tickets logged in to the tool
  • Track, manage and resolve daily support requests, issues, and administrative needs of users to keep pace with rapidly changing program operations and procedures
  • Identifying, categorizing and priortizing the risks, risk response plan and maintaining the risk register
  • Running Sprints includes Daily Scrum Calls, Sprint Planning Meeting, Spring Review Meeting in Agile env
  • Preparation of technical documents related to business process built on force.com platform which includes technical design, dataflow diagrams, Schema Builder for entity relationships etc
  • Involved in preparing BRD after thorough understanding the business requirements and converting them in to technical requirements and work with offshore/onsite teams for timely execution
  • Building the CRM custom business processes using Salesforce Process Builder and Apex Trigger
  • Functional Testing for every functionality built for CRM process with test cases built to ensure successful UAT
  • Alternative solutions built for migrating from Salesforce Classic to Lightning with new actions buttons with Visualforce pages, building Lightning Components etc.
  • Enablement of Salesforce Lightning UI, Lightning Components, Process Builder, from Classic UI
  • Used Data Loader for insert, update, and bulk import or export of data from Sales force Objects. Used it to read, extract, and load data from comma separated values (CSV) files
  • Deployment processes between Sandboxes and Production executed using Outbound and Inbound Change sets and Ant Migration Tool
  • Configuration of Product, Bundled Product, Bundle Pricing, Price List, Product Category, Batch Update-Category Maintenance.
  • In Oracle Eloqua, involved in creating forms, Landing Page, email campaign, Lead Scoring Model etc
  • Eloqua Dashboards, creating multi-step campaign,uploading images to component library etc
  • Field Service Management configuration includes Territories, Operating Hours, Skillsets for Field Technicians etc
  • Configuration of Case Management and Work Order, Assets, Work Order Line Items, Service Contracts etc
  • Creating custom Templates for Quote for generating quote document and syncing Quote with Opportunity
  • Involved in integration Salesforce CPQ with Oracle ERP includes Batch process
  • Involved in configuring Products, Products Family, associating product options to Bundles, Price Books, Price List, Prcing Rules etc
  • Developing Reports and Dashboards and Created Custom Fields, Custom Reports, Triggers, Field help, Custom Formulas and Field History Tracking
  • Creating Roles, Profiles, Role Hierarchy, Custom Profiles, Custom Page layouts. In depth understanding of Profiles, Roles based on Organization role hierarchy and should have experience

Confidential, Providence, NJ

Environment: SalesCloud,Managed Package, Mobile App, Informatica Cloud

Technical Project/Product Manager

Responsibilities:

  • The Technical Project Manager s responsible for the coordination and completion of projects within the information technology department.
  • Develops and manages appropriate technical project plans, including resource identification and allocation, budgets, timelines and milestones. Ensures communication and understanding of deadlines, assignments and objectives.
  • Involved in for BRD(Business Requirement Document), TDD(Technical Design Document)
  • Responsible for Project Schedules, Project Plans, Status reports, Risk Identifying, Mitigation Plans, Risk response method
  • Aggressively involved in project effort estimation using PERT analysis and resource estimation
  • Release management activities include deployment from one org to another org using Changesets & Ant Migration tool
  • Driving Daily Scrum, Sprint Planning Meeting, Sprint Review Meeting, Retrospective Meeting, generating Burndown charts, Dashboards, Reports etc.
  • Outstanding leadership skills and a strong technical background are required to motivate and manage a team of onshore and offshore developers, testers and business analysts
  • Salesforce Technical Responsibilites:
  • Sandbox management based on the release path for entire engagement cycle and managing all sandboxes
  • Performs ongoing review of Project status; identifies risks. Documents Project progress that includes, timelines, issues, risks, and successes to maintain project course. Assesses results and determines and implements risk mitigation solutions as appropriate.
  • Inbound data integration with the customer master and outbound interfacing with third party systems. With an understanding of any ETL tool.
  • Create and customize Salesforce objects, workflows, page layouts, fields,validation rules, reports, dashboards, user profiles, AppExchange packages and more
  • Setting up two factor authentication for Single Sign-On with third party IDP
  • Assist in the implementation of security practices by monitoring User access anduser activity, deactivating unused users, and auditing field and profile access and security permission
  • Inbound data integration with the customer master and outbound interfacing with third party systems with an understanding of ETL tool-Informatica Cloud which is mainly used for client deployments
  • Working exposure on setting up Jenkins Continuous Integration Server(Build Automation Tool), Version Control Management with GIT includes branching strategy etc
  • As part of release management, ensuring code coverage(min75%) for Apex Classes & Triggers, setting up repository(Github),polling for the changes-Bitbucket, deploying using Ant Migration tool etc
  • Working with Informatica Cloud for running the jobs/tasks and ensure, design, script and data mapping is perfect in order to load the right data into the respective objects
  • Pharma CRM / Interaction management and understanding of compliance aspects.
  • Understanding of cloud technology and / or relational database concepts
  • Working with Workflow Rules, Approval Processes, Validation Rules, Custom Reports & Dashboards
  • Working with Standard Objects and Custom Objects, Relationships - LookUp and Master Detail

Confidential, Whippany, NJ

Environment: Salesforce.com,Veeva, APTTUS-Quote-To-Cash, ServiceMax, IBM Websphere

CRM Project Manager

Responsibilities:

  • As a Project Manager, responsible for managing the scope, time and cost and ensure the delivery within defined time frame and compliance to the quality standards in order to achieve the expectation of the customer
  • Working on EV components like Cost Performance Index, Schedule Performance Index, Estimate To Complete, Estimate At Completion etc. On Primavera tool
  • Collaborating with stakeholders includes business partners, Architects, cross-functional project teams, testing team, development team to maintain the integrity, diversity
  • Strong project management skills including project planning and organization, change and risk management, release management, status updates, objectives and results tracking
  • Oversees all aspects of projects including estimates, requirements, development, testing, deployment, and documentation
  • Identifying the risks, Impact, Probability, Severity, Quantitative Analysis, Analysis, Risk Response Planning, maintaining the risk register
  • As part of resource management, Identifying resource needs based on the forecasting, fulfillment, building the skills by organizing the technical training
  • Driving Daily Scrum, Sprint Planning Meeting, Sprint Review Meeting, Retrospective Meeting, generating Burndown charts, Dashboards, Reports etc.
  • Salesforce Technical Responsibilites:
  • Configuring NewVoiceMedia includes adding activities tab, call logging in task records, automating callback numbers, automating call recording for outbound calls, configuring scheduled callbacks etc
  • Building and Branding the Communities in Site.com- Salesforce Web Content Management System
  • Creating Pardot Dashboard-Prospects created,Active Prospects/Review,Assigned,Identified Companies
  • Creating and configuring Case from Accounts, Location and Installed Product and SFM created for accepting case, Check Entitlement, Create PM Work Order etc
  • Involved in migration from SIEBEL to Salesforce that includes Accounts and Contacts
  • Maintain data quality by identifying and deleting or merging duplicate records,cleansing and updating inaccurate data
  • Configuring Dispatch Console, search criteria, assigning technicians to the work orders
  • Developing solutions for the Apttus Contract Lifecycle Management (CLM) system including X-Author for Word, development of clause libraries and contract templates
  • The contract management of use case is executed for Request the Contract, Drafting, Negotiation, Approval, Execution, Compliance, Amendment/Renewal of the Contract.
  • Integrating Contracts with Quote-To-Cash that encompasses Configure-Price-Quote and Revenue Management
  • Worked with X-Author enabling the legal team to execute the entire contract life cycle within Microsoft Word while complying with approvals and work-flows
  • Exposure on working with CPQ Console,Categories, Price list, Product Catalogue, Bundled Product etc
  • Exposure on iRep Distribution Process, iRep CRM, iRep CLM - iRep includes CRM,CLM and iPAD
  • Veeva Configuration includes workflows, approvals, Veeva iRep, Triggers, Visualforce etc
  • Interacting with business community to Identify and prioritize opportunities for proper utilization of IT in order to achieve the goals at enterprise level
  • Well-versed with Project Management tools like Critical Path Method, PERT Analysis, Gantt Charts etc
  • Analyzing and conducting feasibility study for prioritization among the projects based on their size and time lines proposed
  • Working knowledge of creating campaigns,build emails, landing pagesand do reporting within Pardot
  • Intensive involvement in Integration between SAP and ServiceMax using Websphere as middleware

Confidential, Bloomington, IL

Environment: SalesCloud QlikView Force.com IDE in Eclipse

Agile Project Manager

Responsibilities:

  • Dashboards & Huddle Boards provide a data-source and dashboards for viewing Claims metrics across various Claim segments like Auto, Boat, Fire, Health, Property, Casualty etc and roles. Defined periodic Cascading Dashboards providing claim segments analytic to monitor business performance. Consumers of these products will range from claim associates to claim executives. Huddle-boards is a snapshot version of claim segment dashboards which allows first line management to utilize EOM processes and principles in their daily operations. The primary users of huddle boards will be first line management and claim associates.
  • As a Project Manager, aggressively coordinating with the customer and understanding the requirements and ensure timely delivery with the quality assured having closely working with the team.
  • Involved in Issue Management and Escalation Management.
  • Coordination with all the stakeholders and ensure communicating all about the progress of the project relating to project scope, time and cost.
  • Facilitating and organizing Scrum Retrospective and Sprint planning meetings.
  • Cost Management includes EV components like Earned Value, Planned Value, Schedule Variance, Cost Variance, Schedule Performance Index, Cost Performance Index, Estimate to Complete, Estimate At Completion
  • Managing Change Request process for project level scope, schedule and budget changes throughout the project life cycle.
  • Working with Salesforce Custom Objects, Workflows, Process Builder, Approvals and Validation Rules.
  • Oversees all aspects of projects and ensures projects are completed on schedule, within budget and meet technical requirements of the assignments.
  • Release management includes sandbox management, Version Control, deployment tools-Ant,Changesets,Eclipse,Bitbucket, Github, Jenkins etc
  • Builds and maintains working relationships with team members, vendors, and other departments involved in the projects. Is expected to interact with senior level client stakeholders and provide project and technical guidance.
  • Applies knowledge of system capabilities and user requirements to identify opportunities for system functionality innovation and alternative solutions

Confidential

Environment: Salesforce, CPQ-BigMachines, Web UI, Data Loader, Force.com IDE in Eclipse

Agile Project Manager

Responsibilities:

  • As a Project Manager, aggressively coordinating with the customer and understanding the requirements and ensure timely delivery with the quality assured having closely working with the team.
  • Conducting Scrum meetings and maintaining Burndown charts
  • Used Master-Details, lookups, and many-to-many relationships with Junction Objects
  • Creating New Product Families, Product lines, Models in Bigmachines environment
  • Well-versed with Configuration flows, setting up tabs in configuration flows, grouping attributes in tabs etc
  • Created advanced workflows rules with field updating actions and validations, and automated business processes.
  • Responsible for implementing and managing release processes for code through development, test, and production environments
  • Worked on layout editors for configuring and commerce UI, BML to create configuration rules, commerce rules etc
  • Configuring & Supporting for Salesforce Integration using Informatica
  • Expertise in facilitating Scrum Retrospective and planning meetings.
  • Involved aggressively in Customization & Configuration, Quote Configurations, PE process.
  • Creating and Maintaining the communities for internal & external partners/cusotmers
  • Helping the team in designing & business logic Implementation using Visual Force & APEX

Confidential, Atlanta

Environment: Salesforce,Service Cloud, ServiceMax, Sales Cloud Pardot

Agile Project Manager

Responsibilities:

  • Creating Service Flow Transactions from Service Flow Manager
  • Creating Service Flow Wizard integrating Service Flow Transactions based on the functionality
  • Managing and Resolving Cases includes Creating & Automating Support Process, Configure Web-To-Case, Case Que, Assignment Rule, Case Escalation Rule, Workflow Rule on Case Object, Reports for Open Cases etc.
  • Prepared a Data migration plan for collecting user requirement, developing reconciliation tests, analysing test outcomes to insure data integrity for clients.
  • Working with Dispatch Console - routing workorders to suitable technicians identified nearby customer location, Scheduling the work orders on their calendars based on their availability and workload.
  • Used Data Loader for insert, update, and bulk import or export of data from Sales force Objects. Used it to read, extract, and load data from comma separated values (CSV) files.
  • Maintain Product Backlogs and Scrum Backlogs and Participate in CAB meetings to discuss release scope and/or roadblocks and Continually work towards making improvements in the release process
  • Aggressively involved in marketo based campaigns for lead scoring and lead routing
  • Integrating Pardot with Salesforce, Installing and Updating Pardot App in Salesforce Org
  • Setting up Salesforce Connectors with Sandbox and Production environments
  • Mapping Custom Lead Fields to Contact Fields, setting up Pardot custom fields in Salesforce
  • Setting up salesforce for adding leads and campaigns to Pardot, email management for Pardot
  • Work with business to identify customization and development needed in the Salesforce CRM solution
  • Works with Salesforce COE to ensure customizations to organization meet global needs and template
  • Continuing customization of objects in Salesforce to support user set up, profiles and roles, customization of objects, record types, page layouts and validations
  • Daily administration and support of CISME database including but not limited to managing multiple user setup, profiles and roles, customization of objects, fields, record types, page layouts and validations

Confidential

Environment: Salesforce.com, Visual Force, Data Loader, Force.com IDE

Support Administrator

Responsibilities:

  • Created Profiles, Sharing rules and levels, Role hierarchies, public groups and employed manual sharing, restricted access to sensitive organization’s data
  • Assisted the team on creating workflow & Approval process
  • Function as a resource for company-wide Salesforce requests and projects both as a SME and liaison for external vendors.
  • Track, manage and resolve daily support requests, issues, and administrative needs of users to keep pace with rapidly changing program operations and procedures
  • Perform daily administration of data manipulation tasks such as data loading, merging of duplicates, ownership and task assignments, etc
  • Work with business to identify customization and development needed in the Salesforce CRM solution
  • Keeping abreast of new Salesforce features and functionality and providing recommendations for process improvements
  • Maintain user roles and profiles, security settings, access settings etc. User Profiles, Role Hierarchy, Sharing Rules and Security
  • Create and manage custom fields, objects, layouts, list views, triggers, security configuration, complex workflows, and overall system configuration
  • Train new and existing users and assisted the team in preparing the training manuals
  • Ability to understand the organizational structure and culture to help build relationships with key groups

Confidential

Environment: Salesforce.com, Web UI, Data Loader, Force.com with Eclipse

Technical Project/Product Manager

Responsibilities:

  • Developed and Implemented Requirements Traceability Matrix, Project Status reports, Issue /defect matrices, UAT test plans and User Training documents.
  • Call/Contact Center environment setup facilitating end customers to approach easily.
  • Involved in the analysis and design of work-flow and processes as a part of TDD
  • Help develop change management procedures for implementing requirement changes and/or enhancements and consistently tracked the requirements status throughout the project life cycle.
  • Monitored data conversions and potential impact on UAT. Worked with UAT team to come up with tests to validate accuracy of financial data imported in the global repository.
  • Gather and define Clear and unambiguous Business and Functional requirements for Order management Business component
  • Developed requirements repository and maintained the same for future enhancements.
  • Wrote functional specifications and worked on aggregation and testing of global reference data for Distribution centers and risk management analytic of the same

We'd love your feedback!