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.