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Salesforce CPQ Consultant Resume Example

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SALESFORCE CPQ CONSULTANT
Professional Summary

Capable Salesforce Consultant with proven history of enhancing sales and back office operations. Proficient in best practices, leadership strategies and employee motivation to boost productivity and job performance. Well-coordinated in addressing problems, investigating root causes and implementing successful resolutions.

Skills
  • JIRA
  • Conga
  • Agile Methodology
  • Project Management
  • Production support
  • Data migration
  • HTML
  • Configuration management
  • Testing and Deployment
  • Training & Development
  • Multitasking abilities
  • Systems administration
Certifications
  • Certified Salesforce Administrator
  • Certified Salesforce CPQ Specialist
  • Certified Salesforce Platform Developer I
Work History
Salesforce CPQ Consultant | Company Name - City, State02/2020 - Current
  • Worked with developers, project managers and others to help ensure high quality and timely software delivery on multiple implementation projects of varying sizes and complexities.
  • Implemented Pick lists, dependant pick list, lookup, junction objects, master detail relationships, formula fields to custom objects.
  • Worked with advanced approval rules, approval conditions, variables to match business requirements.
  • Worked with native Salesforce quote to cash functionality such as Opportunities, Product configurations, Product rules, Price rules, Quotes, Orders and contracts, Lead-to-Cash business processes.
  • Reviewed and analyzed the effectiveness and efficiency of existing systems and developed strategies for improving the application under test.
  • Coordinated with Legal, Business Operations, Orders and Finance teams to execute customer engagements and process purchase orders.
  • Built and maintained dashboards focused on pipeline, bookings, risk, account performance and Sales Rep performance.
  • Provided Production support for Sales rep team. Performing ongoing Sandbox refresh after monthly releases.
  • Provided day-to-day end user support and assist users with best practices to improve and increase Salesforce knowledge.
  • Utilized JIRA, to track assigned tickets and triage the bugs for monthly product releases.
  • Performed testing and customization of objects, fields, record types, page layouts, workflow and validation rules in salesforce.
  • Optimized end-to-end workflow efficiency related to Sales, Logistics and Finance transactions between Salesforce and integrated business applications.
  • Provided support to end users to resolve issues with salesforce and related applications & conducted weekly demos of new functionality for business stakeholders.
  • Analyzed key performance indicators to measure sales productivity and prepare reporting packages on monthly and quarterly results to executive management.
  • Reviewed internal systems and organized training plans to address areas in need of improvement.
Salesforce CPQ Consultant | Company Name - City, State04/2019 - 01/2020
  • Worked with native Salesforce quote to cash functionality to design quotes, order management and billing for Back office operations.
  • Coordinated with Business Users and Pricing team to gather requirements for CPQ implementation.
  • Working knowledge of product and service configuration, complex pricing rules, defining product bundle structures, constraint rules and options.
  • Worked on Salesforce CPQ (Steel brick) pricing using list, cost/markup, percent total, block, price rules, calculator plugins, filter rules, system and user discounts.
  • Coordinated with Legal, Business Operations, Orders and Finance teams to execute customer agreements and process purchase orders.
  • Performed administrative tasks such as creating users, roles, profiles, sharing rules, email alerts and business processes.
  • Elicited the business requirements for the project using One-One Interviews, Document analysis, Surveys, JAD sessions and used the standard template of the organization to develop requirements.
  • Collected feedback from management and end users to determine business requirements for future releases.
  • Configured Pricing factors like variance pricing, volume-based pricing, attribute-based pricing.
  • Created Test Case, Test Plan Document for Project Modules Cases using JIRA.
  • Worked on integrating doc-u-sign with salesforce for emailing the envelopes to the members and configured doc-u-sign end-to-end.
  • Involved in Sales cloud Application setup activities and customized the apps to match the functional needs of the organization.
  • Performed business process modeling, user experience modeling and basic technical architecture diagramming.
  • Developed other supporting documentation such as source to target mapping documents, use cases, business logic flows, process flows and documenting training sessions.
  • Performed Quality assurance by creating test scenarios, conducting unit testing, smoke testing etc.
Salesforce Consultant | Company Name - City, State10/2018 - 03/2019
  • Designed and mapped CPQ objects to Salesforce custom objects and involved in Advanced Workflow Approvals.
  • Functioned as an SME for the salesforce CPQ customization.
  • Worked with native Salesforce quote to cash functionality such as Opportunities, Products, Price books, Quotes, Orders and contracts.
  • Coordinated with Legal, Business Operations, Orders and Finance teams to execute customer agreements, process purchase orders and renewal opportunities.
  • Developed workflow rules and defined related tasks, time triggered tasks, email alerts, field updates to implement business logic.
  • Worked with Sales and Marketing teams to understand the business process to elicit requirements for the Salesforce customization.
  • Performed testing and customization of objects, fields, record types, page layouts, workflow and validation rules.
  • Created relevant documentation such as UML diagrams - use cases, sequence diagrams, process flow charts, and prototypes, wireframes & closely worked with other consultants while implementing the solutions for the needs of organization.
  • Performed Gap Analysis of the As-Is and To-Be process within the organization to analyze and fill the existing gaps in the business processes.
  • Managed salesforce application user profiles, roles, permissions, generating security tokens, validation rules.
  • Developed test scripts and performed UAT testing and documented the same in JIRA.
Salesforce Consultant | Company Name - City, State06/2017 - 07/2018
  • Effectively worked with end users, third party vendors and the application development teams to elicit requirements.
  • Performed testing and customization of objects, fields, record types, page layouts, workflow and validation rules.
  • Created various reports and dashboards based on business requirements.
  • Created Permission Sets, Profiles, Public groups, Users and Security Settings based on role hierarchy.
  • Involved in Data Migration from Legacy Systems to Salesforce.
  • Developed and maintained custom reports, dashboards and processes to continuously improve data quality, integrity and productivity.
  • Involved in Sales cloud Application setup activities and customized the apps to match the functional needs of the organization.
  • Created email templates for approval processes automation.
  • Reviewed Test Strategy and Test Plans to ensure that test cases reflect user needs for the functional, User Interface, Performance, Usability and Security requirements.
Education
University Of The Cumberlands - CityExpected in 04/2022MBA: Business Analytics
Embry-Riddle Aeronautical University - Daytona Beach - City, State05/2017Master of Science: ASE
Sree Vidyanikethan Engineering College - City04/2015Bachelor of Science: Mechanical Engineering Technology
Badges
  • Salesforce Business Administration Super Specialist badge
  • Salesforce Security Super Specialist badge
  • Salesforce Lightning Experience Reports & Dashboards Super Specialist badge
  • Salesforce Lightning Specialist and Billing Super Specialist badge
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Resume Overview

School Attended

  • University Of The Cumberlands
  • Embry-Riddle Aeronautical University - Daytona Beach
  • Sree Vidyanikethan Engineering College

Job Titles Held:

  • Salesforce CPQ Consultant
  • Salesforce Consultant

Degrees

  • MBA : Business Analytics
    Master of Science : ASE
    Bachelor of Science : Mechanical Engineering Technology

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