Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Rasika Joshi

Boynton Beach,FL

Summary

Seasoned Salesforce CRM Manager with a proven track record at Cloud Connect Consulting, Inc., enhancing sales operations through strategic planning and team leadership. Expert in Salesforce administration and integration, holding multiple certifications including Salesforce Advanced Administrator. Demonstrates exceptional analytical skills and a commitment to fostering continuous improvement, with a notable achievement in driving user adoption and system optimization.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Manager - Salesforce CRM

Cloud Connect Consulting, Inc
West Palm Beach, Florida
04.2024 - Current
  • Strategic Planning: Collaborating with stakeholders to define business needs and develop a Salesforce roadmap aligned with company goals.
    Identifying areas for improvement and proposing solutions within the Salesforce platform.
    Staying abreast of new Salesforce features and updates, to leverage them for optimal functionality.
  • Team Leadership: Managing a team of Salesforce administrators, developers, and analysts, assigning tasks, and providing coaching and mentorship.
    Fostering a culture of continuous improvement and user adoption within the Salesforce platform.
    Monitoring team performance and identifying training needs.
  • Salesforce Administration: Configuring Salesforce objects, fields, workflows, validation rules, and approval processes to meet business requirements.
    Managing data quality, including cleansing, deduplication, and data governance practices.
    Implementing and maintaining custom objects, fields, and reports to support specific business needs.
  • Reporting and Analysis: Designing and creating customized dashboards and reports to track key sales metrics and KPIs.
    Analyzing data to identify trends and provide insights to inform strategic decisions.
  • Integration Management: Integrating Salesforce with other enterprise applications and systems to streamline data flow, manage data synchronization, and ensure data consistency across platforms.
  • Change Management: Communicating Salesforce updates and changes to users effectively to ensure smooth adoption, providing user training and support on new features and functionalities.

Consultant - Salesforce CRM

TransUnion
Chicago, IL
04.2019 - 03.2024
  • Understand client needs: Listen to clients, and understand their business goals, and challenges.
  • Design solutions: Use Salesforce to create customized solutions that address the client's needs.
  • Implement solutions: Lead the implementation of Salesforce solutions, ensuring they are integrated and functional.
  • Provide guidance: Share best practices for Salesforce administration and implementation.
  • Identify risks: Identify project issues and risks, and suggest ways to resolve them.
  • Collaborate with teams: Work with multiple teams to bridge the gap between business needs and technical solutions.
  • Explore innovation: Integrate Salesforce with other cloud platforms to explore opportunities for innovation.
  • The role of a Salesforce consultant is to improve the sales operations system within Salesforce and the sales team. They will meet with stakeholders to discuss and suggest technical requirements based on their needs. A Salesforce consultant creates strategies to improve operations by following business standards.

    A Salesforce consultant also monitors and manages the sales team. They will help team members transition, get onboarded on the platform, and provide support whenever they need guidance. To become a Salesforce consultant, you need to have an official certification provided by the platform.

Salesforce Administrator and Business Analyst

Valley Forge Fabrics Inc.
Fort Lauderdale, Florida
02.2015 - 03.2019
  • Provided technical support to internal users on Salesforce issues or questions.
  • Conducted training sessions for end users on the usage of Salesforce application features.
  • User management: Create and manage user accounts, profiles, roles, and groups.
  • Data management: Import and export data, ensure data integrity, and eliminate duplicates.
  • Security: Maintain security standards, and comply with security protocols.
  • System configuration: Design scalable solutions, configure fields and layouts, and install third-party integrations.
  • Automation: Design processes to reduce manual tasks.
  • Training and support: Provide customized training sessions, and help users troubleshoot problems.
  • Platform maintenance: Ensure data accuracy, perform diagnostic tests, and stay updated on Salesforce updates, new features, and app integrations.
  • Collaboration: Work with stakeholders to understand their requirements, and define system requirements.
  • Requirements Gathering: Conduct interviews with users across departments to understand business needs and pain points, documenting detailed functional requirements for Salesforce customizations.
  • System Design: Translate business requirements into Salesforce configurations, including custom fields, objects, workflows, validation rules, and reports, optimizing the platform to streamline processes.
  • Data Management: Ensure data quality by cleaning, importing, and managing data within Salesforce, including data governance practices.
  • User Administration: Create and manage user accounts, roles, and security permissions to control data access and system functionality.
  • Process Improvement: Analyze existing workflows and identify areas for improvement, designing and implementing new processes within Salesforce.
  • Reporting and Dashboards: Build customized reports and dashboards to provide key insights and track performance metrics for stakeholders.
  • Training and Support: Provide user training on new features and functionalities, troubleshoot issues, and answer user questions regarding Salesforce.
  • System Integration: Work with IT teams to integrate Salesforce with other systems and applications within the organization.
  • Change Management: Communicate upcoming Salesforce changes to users, manage user adoption, and address any resistance to new features.

Crystal Reports Developer

R2M Inc
West Palm Beach, Florida
05.2013 - 06.2014
  • Analyze business requirements, and create a report and Business Requirements Document (BRD) for each report.
  • Performed testing with end users, such as controllers and sales managers.
  • Utilize MS Excel extensively to analyze reports using VLOOKUPs, pivot tables, and basic macros for data analysis.

Banker Analyst

SunTrust Banks Inc
West Palm Beach, FL
05.2002 - 04.2013
  • Analyze sales data by preparing monthly, quarterly, and annual sales reports to identify patterns, and prepare actual sales versus projected revenue reports.
  • Prepared reports for regional leadership.
  • Worked with marketing teams and used their data and research to identify markets to target.

Education

Bachelor of Arts - Business Administration

University of Mumbai
Mumbai, India

Skills

  • Salesforce, Crystal Reports, SSIS, SSRS
  • MS SQL Server 2008 R2 and 2012, MS Access, Goldmine CRM, and Syspro ERP
  • Salesforce Inspector, Dataloader, Workbench
  • Rally, Azure
  • Informatica Cloud (IICS)
  • Copado

Certifications:

  • Salesforce Administrator Certification (Credential ID: 5889235)
  • Salesforce Advanced Administrator Certification (Credential ID: 17603543)
  • Salesforce Certified Sales Cloud Consultant (Credential ID: 19839360)
  • Salesforce Certified Service Cloud Consultant (Credential ID: 22037044)
  • Salesforce Certified Business Analyst (Credential ID: 4073017)
  • Copado Fundamentals I Certified
  • Certified SAFe 5 Practitioner (Credential ID: 46402259-3415)
  • Trained Conga Composer admin

Certification

  • Salesforce Administrator Certification (Credential ID: 5889235)
  • Salesforce Advanced Administrator Certification (Credential ID: 17603543)
  • Salesforce Certified Sales Cloud Consultant (Credential ID: 19839360)
  • Salesforce Certified Service Cloud Consultant (Credential ID: 22037044)
  • Salesforce Certified Business Analyst (Credential ID: 4073017)
  • Copado Fundamentals I Certified
  • Certified SAFe 5 Practitioner (Credential ID: 46402259-3415)
  • Trained Conga Composer admin

Timeline

Manager - Salesforce CRM

Cloud Connect Consulting, Inc
04.2024 - Current

Consultant - Salesforce CRM

TransUnion
04.2019 - 03.2024

Salesforce Administrator and Business Analyst

Valley Forge Fabrics Inc.
02.2015 - 03.2019

Crystal Reports Developer

R2M Inc
05.2013 - 06.2014

Banker Analyst

SunTrust Banks Inc
05.2002 - 04.2013

Bachelor of Arts - Business Administration

University of Mumbai

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Rasika Joshi