(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary

Salesforce Business Analyst with In-depth working knowledge of CRM setup, Configuration, Customization, Administration,Reporting, Data Analysis , Migration, Mapping, and Integration. Resourceful, energetic, competent and results-oriented multitasker with extensive experience in SDLC methodologies like Waterfall, and Agile/Scrum. Strong business acumen, attention to detail, excellent verbal & written communication and interpersonal skills.

  • Certified Salesforce Platform App Builder
  • Certified Salesforce Administrator
  • Testing and troubleshooting
  • In-depth knowledge of Salesforce
  • Data collection and analysis
  • Workflow analysis
  • Expert in Excel and Visio
  • Microsoft SQL
  • Agile methodology
  • Documentation review
  • JIRA software
  • Jira issue tracking
  • Self-motivated professional
  • Reporting and Dashboard creation.
  • Power BI
North Lake College Irving, TX Expected in 05/2014 Associate of Science : Computer And Information Sciences - GPA :
Work History
Rightpoint - Salesforce Business Analyst
Seattle, WA, 12/2019 - Current
  • Implemented BI solution framework for end-to-end business intelligence projects using Power BI and Einstein Analytics.
  • Facilitated daily stand ups(Internal and Contractors), sprint planning, Sprint review, backlog grooming, Sprint Demos and post deployment validation meetings between the business and the technical team.
  • Acted as a liaison between the main developers and the Business Users resulting in a 90% success rate in new feature enhancements and 70% reduction in bugs that required hot fixes.
  • Collaborated with the different departments to create a process that enabled communication to all teams prior to making any enhancements to avoid conflicts once the enhancements were deployed to production.
  • Created sequence diagrams and use case specifications to facilitate the developers and stakeholders in understanding business process during the installation and integration of several applications including but not limited to vLocity, DocuSign, Chargent, Formstack and Copado.
  • Created reports and dashboards in Salesforce and PowerBI to assist all teams across the company to track performance, revenue and also projections. This entailed the writing of SQL scripts to extract data from azure DB, Reports and Dashboard creation in Salesforce for different departments with different access levels and pulling performance reports from Jira using the PowerBI/Jira integration addon.
  • Assisted in setting up the Jira instance for thei Salesforce
  • Lead the Data Cleanup project for a parent Company (AHS) during the installation of the Salesforce instance. Duties included Process documentation, Solution Design, Field/Object/Process flows creations, third party app integration (Chargent and Formstack),Support and Sales process implementation, Member enrollment process automation, Dashboards and Reports creation, Data clean up in Excel prior to moving the QuickBooks data into Salesforce and .Enhancement Project. This entailed the creation of bug, epics, and story workflows and addition of Custom fields and JQL filters to better track progress and performance.
Rightpoint - Salesforce Business Analyst
Houston, TX, 09/2015 - 12/2019
  • Served as liaison between business and technology department, enhance communication lines between executives, managers, peers
  • Worked on the designing of custom objects, fields, role-based page layouts, custom reports, report folders, report extractions to various formats, Dashboards and various other components as per the business requirements
  • Added new custom objects, assigned fields, designed page layouts, custom tabs, components, custom reports & dashboards
  • Continuously identified and implemented CRM business process improvements and changes, in close coordination with IT, including third party add-on solutions or other connected software applications, including Power BI
  • Created various Reports and Dashboard with Power BI to assist Sales managers to monitor the adoption of CPQ after migration from the Legacy Order Entry System
  • Analyzed the changes performed in CRM application for the Operations Department, translated them to business and functional requirements for Service Cloud in SFDC
  • Created and maintained User Stories by interviewing the business users to communicate the requirements to development and testing teams
  • Responsible for documenting user stories, business rules and workflow diagrams for the operations functionality
  • Reviewed Test case, Test data and Test Scenario to make sure testing should perform properly
  • Closely monitored the Testing, Facilitated UAT Sessions & worked on defect life cycle using JIRA
  • Actively participated in Post Production Validation (PPV) and handled issues appropriately
Vmly&R - Business Systems Analyst
Miami, FL, 12/2014 - 09/2015
  • Analyzed and discussed the business and functional requirements with the Engineering department to determine the Hardware and Software requirements
  • Supported installation, troubleshooting and maintenance of Assembly and Engineering Applications (CATIA, Pro-E, AS-400, Polyworks)
  • Worked with Finance Department and Vendor Sales Teams in procuring equipment and software Licenses
  • Used Salesforce, SQL, Crystal Reports, Excel for reports & ticketing and Dameware and Goverlan for inventory and remote support
  • Organized system infrastructure documentation and operating procedures, strengthening controls and enhancing overall performance
First Financial Corporation Indiana - CRM ADMINISTRATOR
Hopkinsville, KY, 11/2012 - 12/2014
  • Responsible for overall system administration, application integration, data quality, process improvement, and content management in GICS(Proprietary Infosys System for HR)
  • Set up user accounts, security levels, sharing rules, permission, profile settings and user roles in GICS
  • Developed user training guides, dashboards, reports for new and existing GICS users
  • Created weekly and monthly progress and performance reports for the Senior HR Partners

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Resume Overview

School Attended

  • North Lake College

Job Titles Held:

  • Salesforce Business Analyst
  • Salesforce Business Analyst
  • Business Systems Analyst


  • Associate of Science

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