George B. Email & Phone Number

Chicago, Illinois, United States

• Interacted with various team business team members to gather requirements and document the requirements.• Analyze the scope of the Requirements and manage requirements to avoid Scope Creep.• Participated in Requirement Gathering Sessions and JAD sessions.• Identified, planned and implemented new Salesforce.com features and functions (workflows, reports, apex code) in response to business needs in Sales Cloud.• • Leveraged Equifax Business Connect and Salesforce to enhance data integration and analysis, resulting in a 25% increase in lead conversion rates and a 15% improvement in customer segmentation accuracy.• Integrated Equifax credit data into Salesforce, enhancing customer profiles and enabling more accurate credit risk assessments, resulting in a 15% improvement in loan approval efficiency.• Customized Salesforce Experience Cloud to create a tailored user experience, enhancing user engagement by 30%• Implemented security controls within Salesforce Experience Cloud to protect sensitive data ensuring compliance with industry standards.• Performed CPQ configuration for product setup, approval matrices, approval rules, process builders and flows.• Configured pricing factors like volume based, variance and attribute-based pricing.• Experience in Salesforce testing and administration tasks like gathering CPQ requirements on workflows.• Worked with Service Cloud technology and on-premise infrastructure integration for Salesforce.com• Implemented new customer support solution using Salesforce.com Service Cloud• Conducted GAP analysis to understand new business model and additional functionalities to be incorporated into the new application and worked on change requests impacting Salesforce Experience cloud.

Chicago, Illinois, United States

Designed CRM solutions, Providing the roadmap, and training strategy for user adoption of salesforce solutions. • People management/Leadership and Product/Program Management.• Interacted with project managers to develop and perform requirements gathering and analysis, estimated time required for project completion, design documentation, design reviews, testing and deployment of application enhancements as well as project release planning.• Worked on Sales Cloud objects such as accounts, leads, contacts, campaigns, opportunities, opportunity products, orders, and price books• Implemented and created users with permissions for up to 3000 user’s org wide on the Salesforce platform.• Created profiles, roles based on Organization role hierarchy and implemented field-level security and configured their sharing settings• Worked with salesforce.com objects, created junction objects based on business needs and implemented picklists, dependent picklists, lookup relationships, master detail relationship, formulas to the custom objects.• Customized groups, queues, list views, record types, apps, related lists, buttons, links, actions, roll-up summary fields, tabs, search filters, email alerts, email templates to support vital business functions• Worked on Process Automation using workflow rules, validation rules and approval processes. Designed and developed Lightning Flows using Lightning Flow Builder- created screen flow, record triggered flow, schedule triggered flow and auto launched flow using loops, decisions, assignments, and actions• Experience in development of asynchronous processes using batch, schedulable, future and queueable approaches

United States

Chicago, Illinois, United States

• Administrated and monitored the company’s Salesforce CRM application. Created workflows for automated lead routing, lead escalation and email alert.• Created profiles and roles based on organizational role hierarchy and implemented Record – Level and Field – Level security and configured their sharing settings. Customized salesforce.com application based on the user needs.• Developed field and page layout customization for standard objects like accounts, contacts, and leads. Maintained and gave permissions to communication templates based on profiles. • Performed data analysis and migrated data from SQL server database to Salesforce.• Created reports and dashboards as per customer requirements. Worked on record types, validation rules, triggers, and page layouts. Worked with senior team members to analyze each product and its competitor, integrate new products, and optimize existing products.• Imported accounts and contacts data through Import Wizard. data migration from databases to SFDC using Data Loader. Build the organization's role hierarchy by adding the Roles as per the organization structure and created custom profiles to satisfy the organization's hierarchy.• Performing the Risk Analysis and Cost Assessment for the Project implementation. Created Workflow Rules, Page Layouts, Approval Process, Tasks, Email Alerts, Field Updates and Outbound Messages to manage the Workflow & Approvals.• Worked on various salesforce.com standard objects like Accounts, Contacts, Leads, Campaigns, Opportunities, Quotes, Activities, Dashboards and Reports. Created new custom objects, assigned fields, custom tabs, components, custom reports.• Created custom Reports based on business need and associated them to Dashboard. Customizing Company Profile, Security Controls and Communication Templates of the organization as per the organization requirements.

Chicago, Illinois, United States

• Administer and maintain Salesforce platform for 100 users, ensuring data integrity and system stability.• Customize Salesforce to meet specific business needs, including creating custom objects, fields, page layouts, and workflow rules.• Collaborate with cross-functional teams to gather requirements, design solutions, and implement enhancements.• Conduct user training sessions and provide ongoing support to increase user adoption and proficiency.• Manage data imports, data cleansing, and data migration activities to ensure accurate and up-to-date information.• Implemented automation solutions using Process Builder, Flow, and Apex triggers to streamline repetitive tasks.• Perform regular system audits to identify and resolve data quality issues and security concerns.• Develop and maintain reports and dashboards to provide insights into key performance metrics and business trends.• Assist in the integration of third-party applications and tools with Salesforce to enhance functionality.• Stay current with Salesforce updates and best practices to optimize platform performance.

Chicago, Illinois, United States

• Created interactive dashboards and visualizations using Tableau Desktop to analyze and present data.• Assisted in data cleaning, transformation, and preparation for visualization purposes.• Collaborated with senior team members to gather requirements and understand business needs.• Conducted basic data analysis and communicated findings effectively to stakeholders.• Participated in Tableau training sessions to improve skills and proficiency with the software.• Designed and developed complex dashboards and interactive visualizations to support business decision-making processes.• Worked closely with cross-functional teams to gather and understand requirements for Tableau dashboards.• Conducted in-depth data analysis using Tableau Desktop, SQL, and other tools to identify trends, patterns, and insights.• Implemented best practices for data visualization and dashboard design to ensure clarity and effectiveness.• Mentored junior team members on Tableau techniques and best practices.

Chicago, Illinois, United States

• Work with stakeholders to identify and document business requirements for projects or systems.• Act as a liaison between stakeholders and the technical team.• Clearly communicate business requirements and objectives to the development team and ensure that the solutions meet business needs.• Assist in the development of test cases.• Collaborate with quality assurance teams to address issues and defects.• Analyze and interpret data to identify trends, patterns, and insights that can inform business decisions.• Build and maintain positive relationships with stakeholders.• Worked with Product Owner and Scrum master to distribute different functional areas in iterative sprint cycle according to scheduled Client-Vendor due dates.• Planned Daily Standups, Scrum Reveals and Retrospectives.• Developed artifacts of Unified Modeling Language (UML) such as activity diagrams, sequence diagrams and process flow diagrams by using MS Visio.• Created and maintained Product backlog with Product owner and helped product owner prioritize stories using JIRA to achieve business value as early as possible in the project. (Agile Scrum Methodology)

Chicago, Illinois, United States

• Collect, analyze, and interpret data related to marketing performance, including customer behavior, market trends, and campaign effectiveness.• Evaluate the effectiveness of marketing campaigns and initiatives.• Measure key performance indicators (KPIs) such as conversion rates, return on investment (ROI), and customer acquisition cost.• Provide insights into different customer segments to tailor marketing strategies.• Monitor and analyze the activities of competitors in the market.• Prepare regular reports summarizing key marketing metrics and insights.• Provide actionable recommendations based on data analysis to improve marketing strategies and tactics.• Communicate findings to marketing teams and other stakeholders in a clear and understandable manner.• Collaborate with marketing teams to implement recommended changes.• Analyze digital marketing channels, such as website traffic, social media, and online advertising.• Work closely with cross-functional teams, including marketing, sales, and product development, to align strategies and goals.• Communicate findings to non-technical stakeholders in a way that supports decision-making.