SUMMARY

• Serve as a liaison between business and technology teams, drive improvements in product development and delivery.
• Subject Matter Expert and experienced in Platform integration with Salesforce Development Platform, upgrade from Salesforce native client to Lightning experience, document and implement CRM workflows specific to customer needs.
• Extensive knowledge of Salesforce.com implementation cycle in Sales, Marketing, Services and Support modules.
• Possess working knowledge on domain specific subject areas like Commercial Lending, Telecommunications and Mass Media company, Insurance and Claims line of services and CRM workflows.
• Expert in the use of CRM applications, customize and configure CRM applications for systems integration, contribute to business and enterprise solution delivery, data integration, data normalization and ETL data projects.
• Proven knowledge in creating metadata catalogs for enterprise Data Lake projects, create ETL requirements for enterprise Data Warehouse projects and post processing of data to support BI and Analytics teams.
• Expert in Cloud Services and Cloud Foundry for Data Management projects and configuration of AWS S3 for storage.
• Proficient in application design, development, testing and deployment of software solutions to Financial systems, Home Mortgage and Loan Origination systems, Equity Loans and Capital Market solutions.
• Proficient in creating business and technical specifications for Data Mapping, Data Modeling and Data Profiling tasks.
• Expert in creating data models in relational database and noSQL data structures like JSON formatted data, dimensional modeling, techniques in data modeling, create templates to model logical and physical data structures and generate actual SQL scripts to model the database.
• Define and document system workflows, Use Cases, Data Flows, UI/UX design patterns and review with business teams, stakeholders, user groups and conduct design review sessions for the product in planning phase.
• Expert in using Balsamiq and prototype tools to create visual and logical UI specifications, wireframes and conduct review.
• Use professional tools for data modeling like Erwin modeler, work with data governance instructors, data governance professionals and DBAs to create data flow diagrams and deliver business related object definition documents.
• Use SQL to write simple to complex queries. conduct database testing and perform Data validation of stored procedures.
• Conduct ETL Regression testing and ETL Integration testing to meet business requirements in Data Migration projects.
• Create reports using Advanced Excel, Pivot tables, Atlassian Jira, Rally, Microsoft TFS Kanban Board and other Agile tools.
• Manage Test Plans, Test Cases, Test Sets and Defects in HP ALM, Quality Center and execute Test Summary reports.
• Possess great communication skills, both written and verbal and be a team player, will adapt to shifting priorities.

AREAS OF EXPERTISE

• Business/Data Analysis Salesforce Platform, APEX Product Management, CRM
• Data Quality Management UI/UX RESTful APIs, SOAP
• CI / CD AGILE - JIRA/Rally Data Analysis
• Enterprise Reports SQL, ETL Advanced Excel

TECHNICAL SKILLS

Project Management Tools: Atlassian JIRA, Rally, Confluence, MS Project

CRM Delivery: Salesforce CRM - Sales Cloud, Services Cloud, Marketing Cloud, Chatter, Salesforce Lightning, AppExchange

Source Control and SCM: Microsoft TFS, Jenkins, SVN, CVS, GitHub

Programming Languages: HTML, CSS, JavaScript, Java, SQL, Python, VBScript

Databases: DB2, Oracle, SQL Server 2016, MS Access, MySQL, Google SQL, Big Data

Operating Systems/Platforms: Windows, Unix, Linux, iOS, Ubuntu, Citrix, IBM MQ Series, Microsoft Azure, Google Cloud, Amazon EC2, AWS S3

SDLC: RUP, Waterfall, AGILE (Scrum), Prototype and Iterative Model

PROFESSIONAL EXPERIENCE

Confidential, Seattle, WA

Salesforce Product Manager

Responsibilities:

• Responsible for ensuring Quarterly Big Room Planning sessions for stakeholder identification, stakeholder management and expectation management around software development best practices.
• Conducted requirements gathering through targeted Feature Workshops and Solutioning sessions to ensure accurate estimation of LoE
• Conducted whiteboarding sessions for optimal visual representation of business process and data flow mapping and enhance business partners visibility into and fluency using BPMN.
• Created templates for epic, feature, user story documentation for Quip.
• Created and consolidated End-to-End process maps for business and data mapping process across multiple vertical and horizontal swim lanes indicating functional, technical and phase-based transformations and highlighted handovers and handoffs (soft and hard).
• Lead Technical Product Manager for Salesforce.com B2B instance that for three major business units - Enterprise Data Solutions, Dedicated Experts, Non-Standard Support.
• Coordinated Agile process through backlog grooming, prioritization, scrums, sprint planning and review ceremonies.
• Maintained and organized user stories for the aforementioned three main business units and technical partners.
• Collaborated with team of Salesforce teams to evaluate data quality, defects, enhancements and training opportunities to improve enterprise platform in step with Salesforce releases.
• Implemented ISDC PowerDialer to improve at-risk reporting for Dedicated Experts team, launched August 5, 2019
• Conducted thorough research and reported findings on how the instance could best leverage a data lake ingestion of Salesforce objects through Heroku connections.
• Successfully lead the Non-Standard Support enhancements configuration within a condensed timeline to improve efficiency of a previously identified defect suite.
• Leveraged VLocity CLM suite to configure a product suite of 800 custom and redline Negotiable Items for use across the board by Legal, CSCA, IoT, MVNO and CARE teams
• Ensured platinum standard user experience through post-deployment BVT and validation of user stories in multiple environments.
• Lead an SAP to Salesforce CLM migration of contract data to the tune of 1.2 million records within a condensed time-frame of 45 days.
• Configured junction object Catalog Product Relationship records to streamline Contract Lifecycle Management in Salesforce for CSCA usage.
• Provided technical systems guidance for modifications to current systems and/or recommends design solutions for new CRM Enterprise System.
• Acted as liaison between the Business Units and Developers to assess business requirements and determine the quality of accuracy of the equivalent technical solution developed in Salesforce.com
• Developed reports and dashboards in salesforce for Director reporting leveraging existing report types and building new report types for non-related object reporting
• Collaborated with partner portals to create custom intake forms
• Integrated improved Facebook Lead algorithm through Infosec review and API profile creation to streamline lead process
• Integrated Pardot Scoring Category object into salesforce for select profiles and permission sets to increase Lead engagement for FedGov
• Experience with Third Party Applications (FieldTrip, Inseego, Coapdo, Roambee and Quip)
• Acted as user advocate during development process, coordinated early stage design reviews, conducted Storyboard presentations for business teams and related company goals and values to meet business change in order to drive change management.
• Continuously monitored the business process using the (BPMN) tools like Appian.
• Created site-maps, empathy maps, screen design prototypes in Balsamiq and used MS Visio Lucidcharts and Blueworks to demonstrate user flow and data flow diagrams to business and engineering teams.

Environment: MS Office, Balsamiq, SharePoint, Salesforce.Com, VisualForce, Lightning Components, Einstein analytics, Apex, Mulesoft, Data Loader, SQL, SQL Server 2012, SOQL, Visio, Config Workbook, Geopointe, WalkMe, BlueWorks, Inseego, Pardot, Quip, Copado, Oracle.

Confidential, Baltimore, MD

Salesforce Product Analyst

Responsibilities:

• Responsible for ensuring SAFe Program Increments sessions for stakeholder identification, stakeholder management and expectation management around software development best practices
• Conducted requirements gathering through targeted Feature Workshops and Breakout sessions to ensure accurate estimation of workload balancing
• Conducted whiteboarding sessions for optimal visual representation of business process mapping and enhance business partners visibility into and fluency with business process mapping notations
• Created templates, created Power Forms, and worked with Salesforce and Draw loop for integration to APEX services.
• Created a consolidated End-to-End process maps for business and data mapping process across multiple vertical and horizontal swim lanes indicating functional and phase-based transformations and handovers.
• Lead Functional Product Analyst for Salesforce.com B2B instance that caters to three major business units.
• Coordinated Agile process through backlog grooming, prioritization, scrums, sprint planning and review ceremonies.
• Maintained and organized user stories for three main business units and technical partners.
• Collaborated with team of Business Analyst by evaluating data, defects, enhancements and training opportunities to improve enterprise platform.
• Implemented Marketo for setup for users in such a way that campaigns help users to evaluate each marketing activity.
• Conducted thorough research and reported findings on how the firm could best leverage Robotic Process Automation, Machine Learning, and other Artificial Intelligence technologies.
• Extensive experience using DrawLoop by controlling the content of the Document Package and the document delivery.
• Extensive experience using DrawLoop for building forms, creating PDF files and sending them out automatically.
• Ensured platinum standard user experience through post-deployment validation of user stories through multiple environments and performed job duties as Product Owner by accepting User Stories for completion.
• Peer Reviewed Salesforce.com best practices through internal community, blogs and conferences.
• Developed and facilitated Instructor led training and e-learning modules for functional, non-functional, business and technical dimensions of business analysis.
• Provided technical systems guidance for modifications to current systems and/or recommends design solutions for new CRM Enterprise System and conducted user training to Trade Markers, Sales Reps, Marketing & Sales Leaders.
• Acted as liaison between the Business Units and Developers to assess business requirements and determine the quality of accuracy of the equivalent technical solution developed in Salesforce.com
• Developed business dashboard using requirements such as scope, processes, alternatives, and risks using tools like PowerBI, Tableau, Excel and SAP.
• Collaborated with client to gather business requirements, translate those requirements into Market and Salesforce.com
• Integrated the application with DrawLoop managed Package to create dynamic document packages (DDPs) using mail merge template, Microsoft word, merging data from multiple objects, including custom objects
• Working knowledge in Agile Development Methodology and user story creation.
• Experience with Third Party Applications (SFO, WalkMe, Riva, Conga and Geopointe).
• Acted as user advocate during development process, coordinated early stage design reviews, conducted Storyboard presentations for business teams and related company goals and values to meet business change in order to drive change management.
• Continuously monitored the business process using the (BPMN) tools like Appian.
• Created site maps, empathy maps, screen design prototypes in Balsamiq and used MS Visio and Blueworks to demonstrate user flow and data flow diagrams to business and engineering teams.

Environment: MS Office, Balsamiq, SharePoint, Salesforce.Com, VisualForce, Lightning Components, PowerBI, Apex, MuleSoft, Data Loader, SQL, SQL Server 2012, MS Excel, PowerPoint, Visio, Config Workbook, Geopointe, WalkMe, Blueworks.

Confidential, Minneapolis, MN

Salesforce Business Analyst

Responsibilities:

• Reviewed system and software requirements for the implementation of Salesforce Classic experience to support CPA - Client Plan Activity, Book Building Process, Client Team Generation and PCG - Principal Client Group automation.
• Used Salesforce Classic out-of-the-box components to build new screens and created mockup screens for New Client Plan, Primary Team Member selection and workflow rules for the assignment of client plan to current members.
• Established Client Plan Management rules as part of the client plan setup with 6-10 activities depending upon whether the client belongs to segment A, B, C or D and the assignment of Proactive calls.
• Enabled Salesforce Classic experience to PCG user group, assigned roles and responsibilities and allocated client duties and activities for Birthday Cards, Holiday Cards, Insight Letters and Annual Reviews.
• Documented detailed functional requirements for Salesforce user experience and user journeys with PCG teams to include Book Building Process, Tiering of Clients, Set Plan Start Date and Set Activities.
• Conducted UAT testing and End-to-End testing of current Salesforce Classic View functionality from Leads Management, Client Management, Referral Management, Prospect Management, Customer Management and Client Management.
• Created workflow documents and Use Cases in MS Vision for adding new Client Groups, used Salesforce Developer console to mockup screens, create dummy objects and Classic config Components and add to resources.
• Coordinated with Salesforce developer to understand UX wireframe with the application component, document interface rules, events and tokens that are necessary for the PCG resource development.
• Worked with Salesforce developer to add CSS in Components, handle Events with client-side Controllers, design resources and provide Component Documentation and adding helper functions to share JavaScript code across resources.
• Created documentation for Salesforce Classic views and screens from Accounts, Contacts and Opportunities and Case Management modules and documented workflow scenarios for Child Cases, Queue, Assign and Cancel a Case, etc.
• Worked with business, IT and Wealth Management CRM teams to identify scope, document Epics and Use Stories.
• Coordinated work breakdown structure in backlog view, documented User Stories in Atlassian Jira, created filters and modified into Dashboard views and reports.
• Collaborated with Release Management teams for release roll out plan, set up a new Vision and most functionality that will be available by Salesforce Lightning experience and walkthrough business scenarios.
• Conducted user training to CRM teams like Sales, Services and Marketing teams, provide knowledge transfer on the use of Account management functionality, gain Account insights, integrate information with Contacts, navigate as an end-user, create influential campaigns, identify key components, create new and configure the system.
• Coordinated with project management team, plan for incremental delivery and release timeframes.
• Coordinated with QA teams, conducted ad hoc UAT testing, setup test data and executed critical business scenarios.

Environment: Salesforce.com. Apex APIs, Classic, Salesforce Lightning, Java, Oracle, SQL Server, Flat Files, Toad, SharePoint, Office365, Windows10, IE10, Data Warehouse, Data Integration, Informatica PowerCenter.

Confidential

Business Analyst/Salesforce Implementation

Responsibilities:

• Responsible for requirements management, documented business and technical requirements for Quote Unum Journey team, managed Change Control across Broker Transparency Initiative for successful implementation of enhancements.
• Coordinated with project management, Product Owner and Scrum Master for the release of Quote Prioritization custom Salesforce enhancements, streamline source code delivery to DevOps and release management for Change requests.
• Designed and delivered wireframes, user stories, user journeys and mock-up screens using Balsamiq, integrated and added Balsamiq mock-up screens to Agile Central Rally for requirements and User Story management.
• Used Data Loader for insert, update, and bulk import or export of data from SalesForce.com subjects. Used it to read, extract and load data from comma separated values (CSV) files.
• Performed mass insert, update, and upset, delete using Apex Data loader, Salesforce workbench and imported data from Data Import Wizard for identifying any duplicate records
• Acted as user advocate during development process, coordinated early stage design reviews, conduct Storyboard presentations for business teams and related company goals and Values to meet business Change.
• Created site-maps, empathy maps, screen design prototypes in Balsamiq and used MS Visio and Blueworks to demonstrate user flow and data flow diagrams to business and engineering teams
• Involved in performing extensive Back-End testing by writing SQL queries and PL/SQL stored procedures.
• Executed SQL queries to retrieve data from databases for analysis.
• Worked with Production Support team to understand CRM workflows and business rules, customized Salesforce workflows, created business rules for tasks, case-management and customer profile screen design.
• Coordinated changes to Salesforce UI, streamlined customer data migration to support Salesforce implementation and subject matter expert in Salesforce deployment of Leads, Mark-as-Sold and Quoting related applications.
• Gathered business requirements for pre-work, work breakdown schedules for digital asset management solution.
• Facilitated and managed meeting sessions with committee of Asset Management SMEs for Salesforce.com implementation project plan for App Exchange and Broker Transparency initiatives.
• Served as key point of contact between the business users/counterparts and Tech Central, engaging with other teams (Probability of Sale custom Python solution, Siebel, Infrastructure, other), providing a single point of contact to the business partners, both internal and external.
• Coordinated with APEX development team and documented workflows, web services functionality and worked with application development teams for service data support, design and implement changes to XML schema definition.
• Used Data Loader to read, extract and load data in batch mode into Salesforce platform, created business requirements for data load in batches based on subject areas and bulk extraction by 200 records of increment.
• Documented business requirements for bulk data load by allowing field truncation in pick-list data, email address, encrypted data and customer accounts information and perform insert, update, delete and hard-delate options.
• Used SOQL to select data objects and write export queries for data export operation and validated CSV output files.
• Conducted data mapping walkthroughs with Salesforce team to understand legacy data model and implementation of data migration from CRM database to Salesforce environment.
• Successfully implemented UI migration and data migration of CRM to Salesforce platform and supported Quote UNUM release enhancements, data touches to the tune of 1 million plus records during deployment, managed hot-fixes and planned, resolved defects for final cut release.

Environment: MS Office, Balsamiq, Atlassian JIRA, Rally- Agile Central, Microsoft Test Manager, Oracle10g, DB2, Salesforce.Com, VisualForce, Apex Data Loader, SQL, TOAD, SQL Server2012, MS Excel, PowerPoint.

Confidential

Business Analyst

Responsibilities:

• Conducted requirements review for MPS platform, worked with business team, stakeholders, 3rd party vendors for MPS integration and platform services integration to media channels, media streaming and source-to-target mapping.
• Used Jira to plan, create Epics and User Stories, prioritize and itemize user stories into Sprints for development and iterative testing, coordinated with offsite teams on requirements management and reviews.
• Monitored network traffic on Splunk and to capture API calls made on various NBC applications using URLs and validated the functionality of Ads publish, resource path, media site, data streaming duration and synchronization options.
• Conducted Data Analysis using Advanced Excel and SQL and created Power Query, Power Pivot and Power Charts.
• Conducted Data Analysis for Billboards related to traffic count on Google Earth/ Google Maps.
• Designed and developed WordPress websites for clients with advanced HTML and CSS and demonstrated to Product Owners on content management, display of content and media resources.
• Conducted database validation, coordinated with DB teams in the development of enhancements, table changes, deployment scripts, design, Query Tuning, Procedures, Triggers and Views.
• Conducted analysis and review of current documents from Data Governance processes, data lineage, Metadata Management and use of business data for support of new platform services.
• Created system and data requirements for enterprise Data Lake, metadata requirements for data repository, data requirements for operational data from both structured and unstructured.
• Created data transformation rules in FSD for data discovery and remediation techniques to meet enterprise Data Quality, iterative measures for improving the quality of data and integration to Enterprise Data Lake.
• Wrote SQL queries for data analysis, validated service operations and API validation, provide forecast on increasing data volumes that increases workload complexity.
• Created Epics and Issues in Atlassian JIRA, documented work efforts, work estimates, story sizing and acceptance criteria for API consumption by front-end applications.
• Gathered business requirements and maintained product documentation for EDW enhancements, data acquisition changes by implementing micro-services and designed enterprise Data Lake.
• Created User Stories to support Continuous Delivery Pipelines by Continuous Exploration, Continuous Integration, Continuous Deployment and Release in Demand to support Agile implementation.
• Created workflows and business rules for data inject and data streaming into enterprise Data Lake by batch processing, created supply-demand model for reports and analytics interfaces.
• Responsible for Document Management, used SharePoint and integration to Office365 and organized project and program documents from BRDs, FSD and Change Control implementation.
• Coordinated efforts in data migration and data conversion from legacy to Oracle platform, documented data mapping and data profiling requirements, data transformation requirements for ETL and data integration.
• Created data flow diagrams for data load into DIM tables from staging, Dim to Fact and Fact to reporting.
• Used NBC Display and Video360 and integrated media store to Cloud Services, used Cloud SQL to connect to Google Cloud, managed and validated file uploads, used Google Ad Manager to perform Digital Analytics.

Environment: Google Cloud, Cloud SQL, Google Analytics, HTML, CSS, JavaScript, Java Web Services, RESTful APIs, Jira, SQL.