salesforce business analyst resume example with 5+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
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6+ years of IT Industry and Consulting experience in business analysis, project management,configuration and implementation of IT Solutions. Well versed in ITIL Concepts and Agile methodologies. 8X Salesforce Certified with over 2 years of experience in Salesforce Industry as a salesforce business analyst and salesforce administrator. Hardworking employee with customer service, multitasking and time management abilities.

  • Salesforce Sales Cloud, Service Cloud, Experience Cloud, OmniStudio
  • JIRA, Kanban, Figma
  • SQL Server 2008, 2011, 2012, MySQL Workbench, Alteryx.
  • Ultra Edit, Monarch, Envoy Ticketing Tool, Microsoft Excel, Cherwell ITSM Tool, JIRA, ServiceNow, Google Sheets, Google docs, Google Slides, Lucid Chart
  • Configuration, create/write user stories, User Acceptance Testing.
  • Administration and Project Management
  • Requirements Analysis, Documentation Management, Presentations and Decks
  • Customer Service, Sales and Marketing Support
  • Systems Analysis, Team Collaboration, Database Management and Technical Support
Salesforce Business Analyst, 06/2021 - Current
Rightpoint , ,
  • As a business analyst, responsible for acting as a liaison between the Stakeholders and development team.
  • Responsible for writing user stories, refine and assign them, participate actively in daily stand-up meetings(Scrum), adhering to Agile methodologies.
  • Gather requirements from several business stakeholders on system needs for various implementations. Draft and finalize business requirement documents based on stakeholders needs and development feasibility, working closely with development team.
  • Participate actively in User Acceptance Testing, act as a liaison between the Developers and QA Team to resolve the bugs.
  • Perform constant Regression and performance Testing to ensure the all the environments are in sync
  • Handled multiple salesforce projects on Sales Cloud, Experience Cloud, Service Cloud and Omnistudio.
  • Responsible for salesforce configuration for multiple projects such as account management, case management, user management and, Knowledge transfers, Demo Sessions, Discovery Sessions, Train the Trainer.
  • Participated in the Hiring process, interviewed new hires and provided feedback.
Project Executive, 02/2021 - 06/2022
Clark Construction Group San Francisco, CA,
  • Work with Senior Director of Sales to provide administrative support for the sales team.
  • Support the Manager of operations administratively. Keep all the up-to-the minute information on Sales opportunities.
  • Managed relationships between project stakeholders and internal departments.
  • Attend all the sales meetings to accurately capture information, record, assign follow-ups, and be responsible for documenting in CRM System.
  • Monitor the CRM system to ensure it has most up to date information and representation of the current sales environment.
  • Participate in phone and email campaigns in order to generate sales, involved in research, prospecting using LinkedIn, Zoom Info, Office 365.
  • Act as a liaison between the Sales team and Senior Director of Sales.
  • Worked alongside business leadership to assess trends and operational needs and create strategic roadmaps.
  • Defined project deliverables and monitored status of tasks.
  • Informed stakeholders of daily activities and progress by providing in-depth field reports.
  • Developed work teams and delegated project tasks according to individual strengths.
Experienced Associate, 09/2017 - 01/2020
Kpmg Baton Rouge, LA,
  • Played the role of a Support Analyst fo a CRM client migrating to Salesforce from their legacy system, such as providing access to users, deleting users, adding users, restricting access.
  • Involved in Salesforce point and click configuration activities like creating custom custom fields, page payouts, record types, validation rules, permission sets and profiles.
  • Participated in User Acceptance Testing. Coordinated with the QA team to streamline and reduce bugs.
  • Performed audits of operational and financial areas to check compliance. Analyzed balance sheets for mistakes and inaccuracies. Posted financial data in Excel spreadsheets and managed inventory.
  • Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances as part of Fraudulence Testing.
  • Performed SAS99 Journal Entry Testing using CAAT (Computer Aided Audit Techniques) for more than 100 Clients, which includes Fortune 500 Companies by providing Auxiliary support to various PwC Audit Teams.
  • Built and maintained relationships with peers and upper management to drive team success.
  • Cross-trained employees, enabling completion of priority tasks during personnel absences.
  • Collaborated with external partners to complete audits such as SSAE 16 Audit.
Programmer Analyst, 12/2015 - 05/2017
Qualcomm Washington, MN,
  • In-depth knowledge and practice of Project Management principles including Agile Methodologies and Waterfall Model.
  • Build and execute the day-to-day configuration, reporting, training, support, maintenance and overall improvement of the Salesforce CRM platform, used organization-wide.
  • Involved in Salesforce point and click configuration activities like creating custom fields, dependent picklist, page payouts, record types, validation rules.
  • Involved in administration, configuring, maintaining Salesforce Users, Profiles, Roles, and Permissions Sets, suggesting security standards by monitoring Health Check Tool.
  • Created Approval Process, Workflows, process builders, Flows, validation rules, escalation rules, assignment rules for automated lead routing, email alerts, email templates.
  • Performed data migration activities using Data Loader to insert, update and export of data from objects.
  • Participated in team-oriented environments, working cohesively and successfully on multiple projects.
  • Responded to escalated issues and implemented successful resolutions to resolve conflicts and restore project trajectory.
  • Implemented and tested enhancement feature requests to improve product functionality and extend performance.
  • Performed regression and performance tests for updated systems.
Education and Training
Master of Science: Computer Applications, Expected in 2015
KIIT University - Bhubaneshwar,
Status -
Bachelor of Science: Computer Applications, Expected in 2011
Techno India - Kolkata,
Status -
  • Salesforce Business Analyst
  • Salesforce Administrator
  • Salesforce Platform App Builder
  • Salesforce Platform Developer I
  • Salesforce Sales Cloud Consultant
  • Salesforce Service Cloud Consultant
  • Salesforce Experience Cloud Consultant
  • Salesforce OmniStudio Consultant

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Resume Overview

School Attended

  • KIIT University
  • Techno India

Job Titles Held:

  • Salesforce Business Analyst
  • Project Executive
  • Experienced Associate
  • Programmer Analyst


  • Master of Science
  • Bachelor of Science

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