Seasoned Business Analyst offering 8 years of Salesforce experience. Expert on business and systems requirements, user acceptance testing and end-user training. Accomplished at leveraging past lessons to inform future decision-making.
Overview
8
8
years of professional experience
Work History
Teaching Assistant
CIEE Teach English Abroad Program
09.2023 - 06.2024
Support local teachers at public schools and facilitate conversational activities and cultural exchange lessons in English
Assist classes and small groups of students to develop their listening and conversational skills, as well as their understanding of the culture of the United States
Fulfill the role of a cultural ambassador and advance the education of the English language to students.
Business Process Analyst
insightsoftware
04.2021 - 06.2023
Expert skill in IT ticket resolution relating to Salesforce Sales Cloud, CPQ, Service Cloud, and Salesforce Billing incidents
Act as a liaison between teams to prioritize and translate business objectives into requirements in Salesforce
Act as the subject matter expert for Salesforce Billing and address gaps in the order to cash cycle
Gather and analyze data to identify trends and implement best practice procedures to improve data quality
Assist in data integration for acquisitions to ensure smooth transitions from financial reporting systems
Perform root-cause analysis of system bugs throughout the quote to cash process
Lead end-to-end UAT sessions with various stakeholders for quote to cash workflow, including systems integrations between Salesforce, NetSuite, OpenAir and license fulfillment tools
Initiate reports and SFDC dashboards for monitoring system errors and inefficiencies in order to target key areas for improvement, and proposing data-driven solutions
Train and mentor SFDC end-users, CPQ admins and developers on existing processes and procedures
Lead meetings with Accounting, Order Management, and Renewals on SFDC ticket resolution and train functional business leads on SFDC CPQ, quoting, Salesforce Billing, and renewal forecasting.
Order Operations Administrator
insightsoftware
07.2019 - 04.2021
Train sales representatives on best practices for quoting, managing contracts, and proper workflows in Salesforce CPQ
Create and maintain key documentation such as process flows and instructional materials for the Sales organization
Identify opportunities and provide recommendations to improve and automate Sales tools and processes
Review sales quotes, opportunities, and order forms for accuracy ensuring that they adhere to company policy.
Order Management Specialist
Relias
01.2018 - 06.2019
Responsible for the preparation and analysis of all business transactions
Invoice new deals, contractual renewals, add-ons, migration opportunities, and E-Commerce orders
Perform credit and rebills to ensure accurate billing and revenue
Convert approved orders to invoices and set up revenue schedules
Reconcile the monthly deposits to ensure accurate revenue reporting
Collaborate with Sales Operations, Business Systems, and Legal teams.
Client Support Consultant
Relias
07.2016 - 12.2017
Provide high caliber customer service and quick response time to our clients
Act as an intradepartmental liaison in training employees from other divisions
Explain industry best practices, system functionality and trouble-shooting steps on a regular basis.
Education
Bachelor of Human Environmental Science -
The University of Alabama
Tuscaloosa, AL
05.2016
Skills
Process change management
Eliciting, writing, and reviewing SFDC requirements
Flow and process diagramming
Knowledgeable in Salesforce Sales Cloud, CPQ, Service Cloud, and Salesforce Billing