Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Payel Sarkar

Summary

A Solution-focused Salesforce Certified Consultant with 3+ years of experience in Salesforce CRM analysis and implementation with strong technical and functional aspect

Overview

5
5
years of professional experience
1
1
Certification

Work History

Salesforce Administrator

Boostlingo
11.2023 - Current
  • Work as cross-functional collaborator across go-to-market teams
  • Support the RevOps team by using Salesforce to solve business problem
  • Coordinate with stakeholders to gather requirements and ensure project milestones are met
  • Work closely with sales, marketing, and customer success teams to streamline and optimize revenue processes
  • Identify and implement best practices for lead management, opportunity tracking, and forecasting
  • Analyze revenue data to identify trends and areas for improvement
  • Provide support to the cross functional team by managing the case queue, answering any prompted questions from Sales, Marketing or customer success team, fulfilling all the requests coming from the teams
  • Manage user accounts, roles, and permissions
  • Maintain and customize Salesforce objects, fields, page layouts, and record types
  • Configure and manage Salesforce automation tools such as workflows, flow etc
  • Ensure data accuracy and integrity through data import/export, validation rules, and data cleansing
  • Monitor and resolve data quality issues
  • Develop and maintain reports and dashboards to provide insights into sales performance, pipeline health, and other key metrics
  • Integrate and manage third-party tools and ensure they are properly integrated and aligned with Salesforce like Outreach, Ringlead, ZoomInfo, DealHub, Chorus, 6Sense, Revenue Hero, Hubspot, SuperAdmin, Salesforce Maps, Definitive Healthcare, Tableau etc
  • Lead Salesforce-related projects, including upgrades, migrations, and new implementations

Salesforce Administrator

Akeneo Inc.
04.2023 - 11.2023
  • Managed day-to-day administration, maintaining the CRM platform, and troubleshooting
  • Ensured optimal performance of Salesforce systems and products.
  • Upgraded and configured Salesforce systems for optimized integration.
  • Managed Salesforce roles, profiles, sharing rules, workflows, and groups
  • Handled the build-out of critical reports and dashboards, integrity upkeep, and data administration
  • Recommended new improvements and features to take out the maximum benefit of the platform
  • Being a Sales Operation connect with key stakeholders to improve the functions and processes
  • Gave technical specifications and handle overall business documentation
  • Implemented best practices and create guidelines for security practices
  • Maintained following integration with Salesforce: Pardot, ZoomInfo, Prospect, Partner Portal
  • Managed Lead, Opportunity, Account and Contact as a part of Sales Operation
  • Managed Salesforce CPQ and Advanced Approval as a part of RevTech team

Salesforce Consultant

Fionta
06.2022 - 03.2023
  • Worked with Standard, designed and deployed Custom Objects, Data Validation, Workflow, and Approval Processes, Reports, and Dashboards
  • Conducted workshops/walkthroughs of requirements with the project stakeholders Conducted rapid impact analysis for the finalized requirements
  • Created various UML diagrams such as use case, sequence, business process diagrams using MS Visio
  • Prepared Detailed business requirements and non-functional requirements document
  • Conducted walkthroughs of the documents prepared with all the business stakeholders Guided development teams to develop an effective and user-friendly solution
  • Reviewed low-level designs prepared by development teams
  • Collect user requirements and configure Salesforce to meet requirements
  • Manage user setup, profiles, roles, sharing rules, customization of objects, fields, record types, page layouts and validations
  • Built business automation via Flow
  • Implemented Salesforce from end to end to drive Business Value using Dashboards as Call to Action
  • Worked in NPSP, Grant Management, Out-bound Funds, Fonteva, Experience cloud and Sales cloud
  • Integrated 3rd Party tool with Salesforce such as Conga eSign, Conga Solutions, Survey Vista, Data Integrity, Apsona, DLRS, Financial force, Accounting Seed, iwave Deployed changes via GearSet and used CI/CD tool such as BitBucket
  • Extensively used JIRA for writing and tracking user stories.

Salesforce Implementation Consultant

Arkus,Inc
11.2021 - 05.2022
  • Worked with clients to understand, document, and prioritize their business requirements
  • Explored clients' IT environment and assessing gaps to meet technical requirements
  • Provided clarity about project scope, cost, and timeline in a detailed project plan
  • Coordinated with Salesforce vendors alongside or on behalf of the client
  • Ensured development of Salesforce solution stays on track and met client needs
  • Worked in Non- profit Cloud, Experience Cloud and Sales Cloud
  • Implemented Salesforce Nonprofit Success Pack, Program Management Module and Case Management Module
  • Integrated Salesforce with 3rd Party tools such as HubSpot, PandaDocs, Form Assembly, Outlook ( via Einstein Activity Capture), NetSuite, Blend, Apsona, Calendly.com etc
  • Deployed changes through Change set from Sandbox to Production
  • Used Gearset for Metadata migration
  • Migrated Data using Data Loader, NPSP Data Import and Apsona
  • Created Reports and Dashboard leveraging Salesforce out of the box tool and Tableau
  • Created screen auto launched, record triggered flows for automation
  • Worked on merge templates and eSignature by leveraging tools like Conga Composer, Conga eSign, DocuSign, SDocs etc
  • Conducted user testing of Salesforce systems during development
  • Documented and resolve bugs with Salesforce post-implementation
  • Produced deliverables from the Salesforce platform, such as reports
  • Assisted with change management post-implementation
  • Trained users on Salesforce and provided materials for asynchronous learning

Salesforce Administrator/Mentor

Talent Stacker (Client-Choose FI Foundation)
05.2021 - 10.2021
  • Guided client projects and internal teams through the project life cycle
  • Planned projects from requirements-gathering to solution design and development, testing, and deployment Used project deliverables, including kickoff presentations, project plans, status reports, burn reports, project requirements, user stories, design documentation, and deployment plans
  • Translated needs into user stories and technical requirements
  • Discovered client Salesforce-related needs through deep-dive conversations
  • Implemented Salesforce Nonprofit Success Pack to keep all the organization’s data in one place
  • Worked with client to define goals, processes, workflows
  • Identifed areas for technology usage improvements
  • Set up powerful Security and Sharing model, maintain user roles and permissions that allows limit access and functionality within the organization
  • Built solutions, favoring declarative configuration
  • Developed Apex triggers and classes to fulfill business requirements
  • Leveraged visual studio code for writing custom code & retrieving org metadata
  • Good understanding of version control system( Bitbucket) & code check in process
  • Leveraged change sets & ANT based tools for deploying changes from one environment to another
  • Validated configuration through quality testing and facilitation of user acceptance testing

Salesforce Administrator

Supermums
02.2021 - 08.2021
  • Worked on Salesforce CPQ
  • Built CPQ Quoting, Product configuration and Pricing
  • Configured Products, Options, features, Bundles, Bundles within Bundles, Quotes
  • Worked on Order and Contract generation
  • Worked on Amendmend and renewal for Subscription products
  • Worked on Package level settings
  • Implemented Communities for the employees
  • Created public groups based on each project and training modules
  • Gave employees right access to the records, object, fields and tabs based by implementing security and sharing model Implemented chatter groups and topics to support employees coming together and discuss on certain subject
  • Implemented document and content management where employees keep their important files centralized with different groups to ensure that everyone has right access to necessary information
  • Built Customer service portals for mentees and gave them access to FAQ and articles so they can find solutions independently.
  • Trained organization's employees and mentees how to effectively use Salesforce, a cloud-based customer relationship management CRM platform
  • Have increased the productivity with 35.

Salesforce Consultant

Upwork
10.2019 - 12.2020
  • Gathered business requirements
  • Implemented salesforce.com as a central CRM system for sales staff
  • Develop customized solutions with Apex code within the Salesforce platform to support critical business functions Modified and customized standard objects such as Accounts or Companies, Contacts, Leads, Opportunities
  • Created a Web 2 Lead form that is html code that needs to be embedded into website's contact form so when someone fills it out it will create a lead in Salesforce
  • Set up Validation rules, Security Access, Workflow Approval, Data Validation, Sales, Marketing, Customer Service and support for business needs
  • Created user profile, roles, security, permission set, Users, Page layout, Email Services, Approvals, workflows, Validation rules, Reports, Dashboards, Task and actions
  • Exported and imported data using import wizard Apex Data loader.

Education

Electronics and Communication Engineering -

West Bengal University of Technology

Electronics and Instrumentation Engineering -

West Bengal University of Technology

Skills

  • Software Development Life Cycle
  • Change Management
  • Salesforcecom
  • Non Profit Cloud
  • Sales Cloud
  • Salesforce CPQ
  • Experience Cloud
  • Agile Methodology
  • Jira
  • Data Management
  • GitHub
  • Copado
  • Form Assembly
  • Tableau
  • Conga Composer
  • Conga eSign
  • DocuSign
  • S-Docs
  • Gearset
  • Pardot
  • ZoomInfo
  • Prospect

Certification

  • Salesforce Certified Business Analyst
  • Salesforce Certified Administrator
  • Salesforce Certified Platform App Builder
  • Copado Certified Administrator
  • Agile with Atlassian JIRA
  • Agile Software Development

Timeline

Salesforce Administrator

Boostlingo
11.2023 - Current

Salesforce Administrator

Akeneo Inc.
04.2023 - 11.2023

Salesforce Consultant

Fionta
06.2022 - 03.2023

Salesforce Implementation Consultant

Arkus,Inc
11.2021 - 05.2022

Salesforce Administrator/Mentor

Talent Stacker (Client-Choose FI Foundation)
05.2021 - 10.2021

Salesforce Administrator

Supermums
02.2021 - 08.2021

Salesforce Consultant

Upwork
10.2019 - 12.2020

Electronics and Communication Engineering -

West Bengal University of Technology

Electronics and Instrumentation Engineering -

West Bengal University of Technology
Payel Sarkar