VELMA MCCONNELL
Senior Salesforce Consultant
Palm Coast,Florida
Summary
Strategic, forward-thinking Senior Consultant with 8 years of Salesforce experience in the healthcare, retail, manufacturing, and public sector industries. Known for successfully implementing comprehensive, click-not-code systems to save money, increase efficiency, and optimize business processes. A resilient, goal-oriented problem-solver who holds certifications in Sales Cloud, Service Cloud, Experience Cloud and Einstein Analytics among others.
Overview
7
7
Certifications
5
5
years of post-secondary education
8
8
years of professional experience
Work History
Senior Consultant
Coastal Cloud
Palm Coast, FL
07.2018 - Current
- Consultant for state level grants management and federal government clients
- Implementation and Customization of Einstein Analytics Templates
- Lead Test Engineer for large federal government project
- Conducted User Acceptance Testing with 92% success rate
- Configuration of Knowledge and Community for new contact center
- Participant in Requirements Gathering Sessions
- Created and tested 234+ Sprint Test Scripts with over all 86% success rate
- Determined areas for improvement and implemented processes to alleviate problems.
- Managed full spectrum SDLC testing including: Unit Testing, Sprint Testing, Functional Regression Testing, System Integration Testing, and User Acceptance Testing
- Created in-depth end user training for Tier II Contact Center support and trained 24 end users
- Created robust Train the Trainer program and conducted Train the Trainer sessions for 20 Trainers.
Salesforce Business Analyst
Tata Consultancy @Unum
Portland, ME
01.2017 - 07.2018
- Assisted off-shore development team with understanding of client reported issues, enhancements, and business requirements.
- Utilized sandbox environments for effective testing and change management.
- Created business and functional requirements required for Salesforce solutions to meet customer needs, expected delivery dates, and quality standards; interface with business users to understand business requirements and enhancement requests.
- Participated and coordinated delivery of work products with offshore teams during Lightning Migration.
- Facilitated successful remediation of over 40 technical gaps due to Lightning Migration Reviewed and revised 124 Page Layouts for Lightning Migration.
- Understand requirements (functional and technical) needed to address client needs.
- Created presentations to highlight value of migrating from Classic to Lightning.
- Assisted with review and update of training, as well as policy and procedure, documentation to reflect changing Salesforce UI.
- Performed routine administration functions for Salesforce.com.
- Contributed to success of client's organization by improving performance, motivation, job satisfaction, hiring practices, training programs and management systems.
Senior Report Analyst
Optum Analytics
Boston, MA
05.2015 - 09.2016
- Create business and functional requirements required for technology solutions to meet customer needs, expected delivery dates, and quality standards; interface with business users to understand business requirements and enhancement requests.
- Analyze client reports to measure care coordination efforts and organize and direct client report workshops, including performing onsite visits and WebEx presentations to discuss out-of-the-box reports and system functionality relating to reporting and dashboards.
- Compile, organize, and analyze data relating to client benchmarks, and investigate and troubleshoot client and reported technical issues.
- Oversee care coordination implementation project management for all new client deployments and collaborate with product and development teams to execute standard and client-specific configuration.
- Transfer knowledge to other team members to improve overall team education and work with Care Coordination Training team to develop training materials; assist training team from application technical support and practical use perspective.
Sales Operations Analyst/Salesforce Administrator
HIMSS Media
Porltand, ME
06.2013 - 05.2015
- Directed all aspects of insertion order management, including ensuring accuracy, total, and terms for each insertion order and verifying binding contract alignment with company policy.
- Delivered comprehensive reporting enabling executive management decision-making and restructuring of business models to adapt to changing business markets.
- Conducted monthly reviews and maintenance to consolidate publications and manage data.
- Collaborated with Chief Revenue Office, VP of Operations, Associate Publisher, and National Sales Director to meet informational needs such as reports on revenue by client, brand, and total average revenues.
- Partnered with Vice President of Operations to complete large-scale revenue reclassification project to support and align revenue reporting within new business model.
- Worked with sales team to improve revenue report reliability and adopt technological tools.
- Generated analytic reports on all revenue streams, including sales team profitability, media publication profitability, and media type profitability.
- Administered Launchpad (CRM/ERP hybrid) and Salesforce; reconciled data between two systems during migration from Launchpad and Salesforce.
- Designed and spearheaded sales team training on both systems to promote adoption while providing critical review of processes and identifying inefficiencies to recommend revisions.
Education
Masters of Business Administration (MBA) - Project Management
Kaplan University
05.2014 - 06.2016
Bachelor of Arts - Public Policy
University of Connecticut
Storrs, CT 09.2002 - 12.2005
Skills
Requirements & AnalysisAnalyticsClient and End-User TrainingProject DocumentationService Cloud
Business needs analysis
Project Management
Test scripts and diagnostics
Technical communication skills
Product Development
Design
Certification
Salesforce.com Certified Administrator
Timeline
Salesforce.com Certified Einstein Analytics and Discovery Consultant
06-2020
Salesforce.com Certified Experience Cloud Consultant
10-2019
Salesforce.com Certified Service Cloud Consultant
07-2019
Senior Consultant
Coastal Cloud
07.2018 - Current
Salesforce.com Certified Sales Cloud Consultant
06-2018
Salesforce.com Certified Platform App Builder
04-2018
Salesforce Business Analyst
Tata Consultancy @Unum
01.2017 - 07.2018
Senior Report Analyst
Optum Analytics
05.2015 - 09.2016
Salesforce.com Certified Administrator
04-2015
Masters of Business Administration (MBA) - Project Management
Kaplan University
05.2014 - 06.2016
Sales Operations Analyst/Salesforce Administrator
HIMSS Media
06.2013 - 05.2015
Bachelor of Arts - Public Policy
University of Connecticut
09.2002 - 12.2005