Lakshmi Gupta

• Understand the requirements, intake process, and engage with business stakeholders.
• Understand the SKU setup process and price list in Apttus, Zuora, and Oracle.

• Oversaw RTB backlog management, including enhancements, projects, and production bugs.
• Prioritized tickets across L2O, Partners, and Customer Support tracks.
• Coordinated with business stakeholders to define requirements clearly.
• Facilitated Agile ceremonies, including daily stand-ups and backlog grooming sessions.
• Collaborated with Developers, QA, and Business for successful project implementations.
• Delivered regular updates on sprint progress to stakeholders.

RTBOPT: Established mid-size team, JIRA project setup, and maintained sprint cycles effectively.

• Gathered and prioritized product requirements from stakeholders.
• Managed sprints and monitored progress against project timelines.

Slack Integration: Business Technology (BT) M&A. Slack is part of the integration team at Salesforce to sell Slack products.

• Gained knowledge of Slack products and business processes, integrating them with Salesforce systems.
• Analyzed Slack products to ensure alignment with business goals.
• Understood the Salesforce Q2C flow, and architecture changes in integrating both systems. Gather requirements, and create user stories in GUS.
• Aligned the objectives of business stakeholders with developers and QA testers.

Multi-Account Transfer (MAT) was a manual process, which resulted in SOX exposure and a poor employee experience.

• The project goal was to set up a new UI, an Opportunity Record type, and to leverage the Deal Work Space system to create a new quoting process.
• Responsible for understanding existing Early Renewals, On-time Renewals, and Swaps flow. Understand the Salesforce deal workspace flow.
• Understand the architecture changes in integrating renewals, swaps, deal workspace, and building a new MA license transfer/swap flow.
• Gather requirements, and create user stories in GUS.
• Served as a liaison between the Business team, Developers, and QA testers.

India Billing Entity (IBE) is a geo-expansion project that enables Salesforce's sales to B2B and B2C customers in India.

• This project required Salesforce to be set up for the Revenue Owner, ERP systems for tax compliance, and APIs to connect with the Government Portal for tax compliance.
• Responsible for invoice changes for the revenue owner, which includes tax computation based on the taxable and non-taxable customers, state and central taxes, including a QR code that enables B2C customers to pay with Google Pay, including GSTIN numbers for the seller and 'Ship To' and 'Bill To' customers, including all the product compliance in the invoice details section, including an E-Mudra signature after the round trip with the ERP system, and including the legal language based on the type of the customer.
• Responsible for all the changes in credit memos and debit memos.
• Responsible for creating user stories in GUS.
• Slack Integration: Business Technology (BT) M&A. Slack is part of the integration team at Salesforce to sell Slack products.

• Hands-on experience in the implementation and configuration of Apttus CLM, Apttus CPQ, and Apttus Billing projects on the Salesforce platform.
• Interacted with clients, presented demos, discussed requirements, and led UAT. Completed projects with high customer satisfaction.
• Developed and updated project plans to document objectives, technologies, schedules, and funding.
• Prepared presentations summarizing key aspects of a project's progress or results.

• Company Overview: Orion builds Portfolio Accounting Systems for accounting advisors and firms. Orion is built on an open architecture to operationalize it. They have a robust billing engine that supports a custom fee schedule, billing methods, payout schedules, multiple fee structures, custodian-specific statements, and projects future revenue.
• Liaison between the business client, developers, system architecture, and QA team. Interacted with various business team members to gather the requirements, and documented the requirements.
• Analyzed the scope of the requirements and managed requirements to avoid scope creep. Responsible for conducting UAT with the business users, gathering feedback, and implementing it with the development team.
• I reviewed the test cases for end-to-end testing with the team and provided feedback.
• Orion builds Portfolio Accounting Systems for accounting advisors and firms. Orion is built on an open architecture to operationalize it. They have a robust billing engine that supports a custom fee schedule, billing methods, payout schedules, multiple fee structures, custodian-specific statements, and projects future revenue.

• Gather requirements from the clients, and create a Business Requirement Document. Managed and developed end-to-end project planning and scheduling.
• Load legacy data into Salesforce Service Cloud objects.
• Write SOQL queries.
• Experienced in training end users and preparing related documentation (training documents and process flows).

• Company Overview: Entrust Data Card creates a line of high-quality printers that are easy to use for designing ID cards with a quick drag-and-drop of the right identity elements and prebuilt templates.
• Business Systems Analyst/Salesforce Admin for this implementation to set up the overall system for five different process flows, including all Salesforce configuration.
• Set up the email template, workflows, data validation, user profiles, and permission sets. Configuration of templates using Apttus X-Author.
• Build the Apttus Advance approval process for the CLM project.
• Created custom fields and custom objects.
• Prepared all training documentation, the Test Case Document, as well as the Solution Design Document.
• Entrust Data Card creates a line of high-quality printers that are easy to use for designing ID cards with a quick drag-and-drop of the right identity elements and prebuilt templates.

• Company Overview: The American Psychiatric Association (APA) mission is to promote the advancement, communication, and application of psychological science and knowledge to benefit society.
• Involved in analyzing and writing a test plan in accordance with business requirements. Writing Test Case Document and Solution Design Document.
• Created and optimized automated testing tools for repetitive tasks.
• Provide a periodic testing report that includes the test cases that were executed and the issues that were solved by coordinating with the Development team.
• The American Psychiatric Association (APA) mission is to promote the advancement, communication, and application of psychological science and knowledge to benefit society.

• Company Overview: Human Good is a California-based senior living community.
• Configured Salesforce solutions to support four distinct process workflows.
• Configured templates utilizing Apttus X-Author.
• Developed comprehensive training materials.
• Human Good is a California-based senior living community.

• Streamlined monthly employee payroll operations and ensured comprehensive health insurance coverage.
• Managed tracking of travel and monthly expenditures by employees. Oversaw bank transactions in US and India.
• Created detailed financial analyses with QuickBooks.
• Oversaw financial transactions, ensuring efficient AP/AR processes.

• Led end-to-end implementation of SAP Business One as Systems Analyst.
• Facilitated requirement definition workshop, data mapping, integration testing, and UTA sessions.
• Skilled in custom development utilizing SAP Business One.

• Managed development, integration, and testing for Clarify-based solutions. Successfully implemented solutions for various major clients.
• Creating a GUI for new custom forms.
• Install and configure the rule manager.
• Understanding legacy data, data mapping, data migrations, coding, and testing.