Summary
Overview
Work History
Education
Skills
Certifications
Timeline
Generic

Diane Janda

Summary

As a Salesforce Administrator, I've optimized processes, improved user experiences, boosted data reliability and enhanced data collection methods in agile settings, notably in Sales and Implementation teams in FinTech, Home Healthcare, and Government sectors. I collaborate with stakeholders to define requirements and bridge the technical gap. I manage data, create reports, and maintain systems with attention to detail and accuracy. My roles have involved training, documentation, and clear communication, enabling me to work effectively in dynamic environments and promote teamwork.

Overview

6
6
years of professional experience

Work History

Revenue Systems Analyst

HHAeXchange
06.2022 - Current
  • (200+ users) and key support for all Sales Teams, providing support from error resolution, user questions, and user permission changes to record deduplication / merging, process configurations, and mass data updates / inserts / upserts
  • Provide solutions to anticipated issues such as developing new record types and page layouts to accommodate new sales teams or preparing validation rule modifications in advance of organization restructuring
  • Engage and communicate with stakeholders to refine requirements, enhance user experience, and improve data collection
  • Effectively communicate with users with descriptive yet concise release notes ahead of releases
  • Using Agile and Software Development Lifecycle (SDLC) best practices, manage a wide range of tasks in a fast-paced environment from modernizing and mapping business processes into Salesforce to provisioning users
  • Manage user provisioning, user support, and error resolution to integrated applications such as SalesLoft, Chili Piper, and DocuSign
  • Build business solutions using Flows, Validation Rules, Workflow Rules, Formula Fields, Record Types, Lightning Pages and Apps, Permission Set, Email Alerts, and other Salesforce tools
  • Conduct routine checks and data cleansing, ensuring optimal system functionality
  • Develop and deliver personalized training for non-technical users, focusing on what they need to know to succeed in their specific role
  • Keep current with tri-annual Salesforce releases by testing new features in preview sandbox ahead of releases, attending relevant Salesforce and relevant integrated tools webinars, and receiving update information through choice industry online newsletter subscriptions such as SalesforceBen.

Salesforce Administrator Onfido

FinTech Industry
07.2021 - 06.2022
  • Collaborated with sales and implementation teams to refine processes and reports
  • Managed multiple competing tasks and projects in a fast-paced Agile environment
  • Revamped user onboarding and decommissioning, introducing cost-efficient licensing processes
  • Crafted custom Objects for customer onboarding, customer success, and risk assessment, providing quick solutions to stretched governor limits
  • Managed user provisioning, user support, and data syncing maintenance to integrated applications such as Clari and Mixmax
  • Built business solutions using Flows, Validation Rules, Workflow Rules, Formula Fields, Record Types, Lightning Pages and Apps, Permission Set, Email Alerts, and other Salesforce tools
  • Addressed daily user requests, from data updates and report building to record deduping and account troubleshooting
  • Maintained system health and managed third-party integrations.

Salesforce Administrator

Revolent Group
05.2020 - 06.2021
  • Participated in the "Revols for Good" volunteer initiative providing Salesforce org analysis, sandbox management, and report generation
  • Accomplished Salesforce Administrator and Platform App Builder certifications
  • Spearheaded the Platform App Builder Exam Prep group, mentoring aspiring colleagues
  • Achieved key Revolent Tech certifications, emphasizing security, data quality, and process development.

Business Systems Analyst

Revolent Group
11.2020 - 02.2021
  • Airbnb – www.airbnb.com, Lead the Procurement Team's Legal Department Migration Project between Salesforce instances as part of the company's consolidation efforts, eliminating tech debt and ensuring new security measures
  • Tailored Permission Sets, aligning with stakeholder needs and Salesforce security standards
  • Enhanced both Sales Cloud and Service Cloud through strategic configurations
  • Managed user provisioning via LDAP, ensuring alignment with profiles, roles, and permissions.

Salesforce Administrator and Project Manager

Clarity Cloud, LLC
06.2019 - 09.2019
  • On Government project
  • Integrated third-party apps and streamlined updates via Change Sets into Salesforce Sales Cloud environment
  • Collaborated on object creation, page layouts, and workflow setups
  • Drove project success onsite, spearheading scrum calls, crafting user stories, and updating system flows
  • Delivered comprehensive system guides and training materials.

Education

Bachelor of Arts - Psychology

College of William And Mary
Williamsburg, VA

Skills

  • Salesforce Security and User Management
  • Salesforce Data Management and Hygiene
  • Salesforce Process Development and Configuration (Flows, Validations, Alerts)
  • Salesforce User Interface Customization (Lightning App and Page Development, Record Types, Profiles Management)
  • Salesforce Reporting and Dashboards
  • Salesforce Sandbox Management, Testing, and Coordinated Deployment
  • Requirements Gathering and Stakeholder Management
  • Project Management
  • Documentation and Training
  • User Tech Stack Integration, Support, and Troubleshooting
  • Basic HTML
  • Tools
  • Chili Piper
  • Clari
  • ClickUp
  • Copado
  • Data Loader
  • DocuSign
  • Field Trip
  • Github
  • Jira
  • LinkedIn Navigator
  • Lucid Charts
  • Microsoft Teams & Office 365
  • Mixmax
  • Salesforcecom, Enterprise Edition (for all employment listed)
  • Salesforce CPQ
  • Salesforce Inspector
  • SalesLoft
  • Slack
  • Sonar
  • Trello
  • Troops
  • Xappex XL-Connector 365
  • Zapier
  • User Provisioning
  • Extraction Transformation and Loading (ETL)
  • Client Requirements
  • Technical Integration
  • Customer Satisfaction
  • Business Requirements Documents (BRDs)
  • Requirements Definition
  • Document Design
  • Security Standards
  • Productivity Software
  • Preventative Maintenance
  • Google Drive
  • Problem Resolution
  • Computer Hardware Knowledge
  • Administering Databases
  • Business Software Applications
  • Status Updates
  • Bug Fixes
  • Application Stacks
  • Team Support
  • Training Junior Team Members
  • Technical Documentation
  • User Acceptance Testing (UAT)

Certifications

  • Certified Platform App Builder, Salesforce, 2020
  • Certified Salesforce Administrator, Salesforce, 2020

Timeline

Revenue Systems Analyst

HHAeXchange
06.2022 - Current

Salesforce Administrator Onfido

FinTech Industry
07.2021 - 06.2022

Business Systems Analyst

Revolent Group
11.2020 - 02.2021

Salesforce Administrator

Revolent Group
05.2020 - 06.2021

Salesforce Administrator and Project Manager

Clarity Cloud, LLC
06.2019 - 09.2019

Bachelor of Arts - Psychology

College of William And Mary
Diane Janda