SUMMARY

• Over 7 years of IT experience, includes 6+ years of experience in various roles (Salesforce Business Analyst, Administrator, and Developer).
• Knowledge in specific business areas and general understanding of Commercial Aviation, Hotel & Hospitality, Banking, Insurance, Broker/Dealer and Financial Services Industries
• Extensive exposure to different Software Development Life Cycle (SDLC) methodologies including Agile.
• Well versed in analyzing CRM business processes that include Forecasting, Campaign management, Lead Management, Role Hierarchy, Territory Management, Order Management, Account Management, Case Management and merging management in a multi - tier environment.
• Extensive experience in Saleforce.com setup, Configuration, Customization, Administration, Data Migration & Mapping, and Integration.
• Extensive experience in creating Roles, Profiles, Page Layouts, Record Type, and Assignment rule, Workflow Alerts and Actions, Reports, Dashboards, Outbound messaging, and Approval Workflow.
• Proficient in designing of Custom objects, Custom components, Custom fields, Role based page layouts, Custom Tabs & Custom Application
• Strong exposure to Security and sharing rules implementation at object, field, and record level for different users at different levels of organization and also Single Sign-On (SSO) setup.
• Expert in creating Business Requirement Document (BRD), Functional Specification Documents (FSD), gap analysis, cost benefit analysis, Use Case Diagrams, Sequence Diagrams and Activity Diagrams using Microsoft Office Suite, Snagit 8 and MS Visio.
• Hands on experience in conducting Joint Application Development (JAD) sessions with End-users, SMEs, Developers, QAs and other stakeholders for project meetings, walkthroughs and customer interviews.
• Participated in each phase of one full SFDC lifecycle implementation, provided end-user training and post go-live support.
• Experience in data migration from Legacy Systems using Data Loader.
• Knowledge in Salesforce.com SFA, Force.com Apex Classes, Apex triggers, Integration, Visual force, Force.com API, SOQL, and SOSL.

TECHNICAL SKILLS

Salesforce.com: Objects, Workflows, Approvals, Formulas, Automation, Validation Rules, Relationships, Page Layouts, Email Templates, Roles & Profiles, Reports & Dashboards, Security and sharing rules, AppExchange, Apex DataLoader Salesforce Platform (Sandbox- Configuration type)

Web tools: MS Outlook, Lotus Notes, SharePoint, HP-PPM, Bug Tracking tools (TFS, JIRA)

Programming: Java

Packages: MS Project, MS Office suite, Open Office Suite, Snagit 8

PROFESSIONAL EXPERIENCE

Confidential - Atlanta, GA

Sr. Business Systems Analyst- Salesforce

Responsibilities:

• Analyzed, identified, and prioritized complex and competing business requirements across business functions for all advisor facing projects.
• Participated in transition activity to integrate Woodbury Financial onto Advisor Group supervisory tools, policies and procedures. Activity included planning, user testing and implementation.
• Communicated with technical teams and business partners to clarify requirements and ascertained internal compliance, FINRA, and SEC rules are satisfied in all applications developed.
• Worked in conjunction with business users to beta test and provide feedback on new technology created for the Supervision Department and first line supervisors
• Reviewed tactical implications of new strategic directions of projects and business units/functional areas while ensuring long-term strategic goals and an enterprise view are represented in requirements.
• Directed and resolved problems and issues with requirements, and performed impact analysis/ gap analysis and complex cost benefit analysis on requested changes to requirements.
• Influenced decisions once RFI/RFPs are received. Worked with executive sponsors on final decisions to align business solutions with strategy.
• Negotiated compromise among stakeholders and aligned them on shared objectives and benefits. Maintained ongoing relationships with stakeholders during and between projects by supplying weekly and monthly reports (e.g., status, cost, milestones).
• Coordinated implementation of changes to existing workflows or applications while documenting workflows and participating in walkthroughs.
• Created and executed test cases, test plans and scripts for all sizes of projects spanning multiple systems and validated them against expected results.
• Demonstrated developed applications, facilitated user acceptance testing and helped with triage and clarification of issues uncovered in user acceptance testing for the application development teams.
• Prepared testing strategy to be used during UAT, SIT and post-implementation testing as well as bug-scrub sessions.
• Partnered with training coordinators to ensure the changes are understood during end-user training.
• Took over Project Manager’s duties and responsibilities in their absence (2 months). Communicated and coordinated with business users, onshore and offshore development and QA teams and ensured timelines and scheduled releases are met.

Confidential - Atlanta, GA

Salesforce Admin/ Business Analyst

Responsibilities:

• Authored Systems Requirement Specification (SRS), Use cases, Change Requests, and Data Dictionary to Delta’s Salesforce implementations (Sales Cloud, Marketing Cloud and Salesforce Chatter).
• Carried out regular meetings and walkthroughs with development team members, Project Manager and Quality analyst to better understand system functionality
• Conducted JAD sessions with the management, different 3rd party vendors, users, and commercial and other stakeholders for open and pending issues to develop specifications
• Used detailed knowledge of application features and functions to assess the scope and impact of business needs throughout analysis and completion of all enhancement specifications for each business partner and cross impacted groups
• Documented cross functional requirements and walkthroughs for each system interface team
• Built relationship across multiple technology, operations, services, sales, program and product team to accomplish end goal
• Facilitated requirements gathering cross multiple vendors and organizations
• Tracked and maintained the requirements to functionality traceability and use case traceability
• Performed the detailed analysis of functional and technical requirements; designed and deployed the custom objects; identified the lookup and master-detail relationships; and created the junction objects.
• Implemented security and sharing rules at object, field, and record level for different users at different levels of organization. Also created various profiles and configured the permissions based on the organizational hierarchy.
• Created new custom objects, assigned fields, designed page layouts, custom tabs, components, custom reports.
• Implemented pick lists, dependent pick lists, validation and formula fields to the custom objects.
• Implemented the validation rules on the objects and tabs, Page layouts, Custom tabs, and Components to suit to the needs of the application.
• Implemented the workflows and approvals for various functional requirements.
• Implemented the searching and tagging functionality; developed various custom reports and dashboards for data analysis.
• Used field level security along with page layouts to manage access to certain fields.
• Assisted Project Manager in setting realistic project expectations and evaluating the impact of changes on the organization and conducted project related presentations.

Confidential - Atlanta, GA

Salesforce Admin/ Business Analyst

Responsibilities:

• Interacted with various business user groups, SMEs for gathering requirements for Salesforce implementation & developed and documented the Business and Software Requirements.
• Developed Business requirement Document, Need Analysis, Functional Specification and User Requirement Documents.
• Created Use Cases, Use Case Scenarios, and Use Case Specifications.
• Liaised between the project management team, developers, system designers and architects and business in crafting of the solutions to meet business challenges.
• Act as a primary point of contact for Salesforce users on the IT team on Salesforce usage/adoption concerns.
• Lead and develop strategy for enhancing systems to meet business needs, and mapped client business process and requirements onto the capabilities of Salesforce.com and the Force.com platform.
• Worked with various functions and end users to identify, document, and communicate standard business processes.
• Identified process flaws in the current system and recommended business process automation in the new system after analyzing and documenting AS-IS system and TO-BE system.
• Participated in cross-functional teams to address strategic and operational issues involving CRM and Salesforce instance.
• Implemented break fixes, business enhancements support, feasibility requests and administrative needs to Salesforce application users.
• Maintained system metrics and logs to track trends in usage & adoption, data quality & integrity, and application failures.
• Identified Salesforce usage problems and crafted technical / communication plans for remedial initiatives.
• Administered Salesforce setup functions for new users, roles, profiles, enforced security controls, permission settings and data access across fields, objects and at record levels, and maintained overall Salesforce configurations.
• Assisted in the creation of various Reports (summary reports, matrix reports, pie charts, dashboards and graphics) and Report Folders to assist managers to better utilize Salesforce as a sales tool and configured various Reports for different user profiles.
• Worked with the development team to design and deploy Custom objects, Entity-Relationship data model, validation rules on the objects and tabs, Page layouts, Custom tabs, Components, lookup and master-detail relationships on the objects and created junction objects to establish connectivity among objects.
• Utilized SOQL and SOSL to query and search for business data.
• Collaborated with the QA team in reviewing and validating test plans and test cases, and ensure that the application meets user requirements.

Confidential - Tampa, FL

Salesforce Business Systems Analyst

Responsibilities:

• Created Custom objects and fields- Leads, Marketing, Campaign, Dashboard, Sales, Account etc.
• Configured security and organizational hierarchy for sales for salesforce implementation.
• Customized page layouts for Salesforce standard and custom objects.
• Configured Reports for custom objects and associated them to Dashboard.
• Involved in Design and development of Workflows rules, triggers, validation rules and other customizations with Salesforce.
• Administered Salesforce CRM applications for Sales, Marketing and Support Departments. Involved in creating multiple analytical reports, with varying degreee of complexity.
• Created APEX triggers, classes, test methods and visual force pages to implement custom functionality.
• Responsible for all the activities related to configuring Data Loader, uploading data in CSV files into salesforce.com, checking for integrity of the data.
• Used SOSL and SOQL queries during the data migration and custom development.
• Developed S-Controls to manage sales plan call sheets within salesforce, capturing prep data and call activity.
• Customized agile methodology in a service based, reverse mortgage specialized for seniors.
• Analyzed the business processes for the three divisions in the organization that are using sales force.
• Redesigned the old sales force architecture to new design based on best practices.
• Organized business and end user meetings for discovery, business needs gathering and gap analysis.

Confidential - Melbourne FL

Salesforce Developer/ Admin

Responsibilities:

• Performed the roles of Salesforce.com Developer and Administrator in the organization.
• Primarily involved in developing prototype of the application as proof of concept (POC) for business team and as a guideline for development team.
• Developed, configured and supported the prototype application for its demo /UAT for various line of business from various cities, prepared deck for UAT & gathered feedback and followed up with further updates on the prototype and related documents.
• Created prototype using html and CSS.
• Worked on various Salesforce.com Standard objects like Accounts, Opportunities, Leads, Campaign and Reports.
• Created various Custom objects, Tabs, Workflows, Reports, Apex triggers and validation rules for the application.
• Created Email templates in Text, HTML and VisualForce necessary for the application.
• Developed Apex Classes, Controller Classes and Apex Triggers for various functional needs in the application.
• Used Data loader for all data adding, updating, and deleting, exporting data.
• Used Eclipse IDE for building scripts and deployment
• Documented Sales force fundamentals and reporting for easy understanding and navigation for business users
• Used Object Oriented Languages like C++, Java, J2EE, JSP, Servlets and other Java technologies.
• Used web technologies like HTML, XML, CSS, JSP, JavaScript, WSDL, and SOAP and databases such as SQL Server and MySQL

Confidential

Java Developer (Trainee)

Responsibilities:

• Involved in analysis and design of the several modules in the Project.
• Created use case diagrams, class diagrams, sequence diagrams, deployment diagrams.
• Designed and developed technical specifications using design patterns and OO methodology.
• Involved in the configuration, development, and deployment of EJBs, and JSPs & Servlets in Web logic Test Environment.
• Developed the java beans (POJO) to represent the model classes and mapped them to the tables using the Hibernate Mapping files.
• Implemented the Control Layer by using Struts Actions classes like Action, and mapping Dispatch Action classes.
• Designed and developed Session Beans for implementing Business logic.
• Involved in all phases (Unit/Integration/System) of testing.