Salesforce Accredited Financial Services Cloud Consultant

- Assisted Solution Architects and the client through the Systems Development Life Cycle (SDLC), requirements gathering, analysis, design, testing, integration, acceptance and customer support in a hybrid waterfall and agile environment- Acted as the Salesforce administrator for multiple clients with users ranging from 5-1500- Built custom objects to manage Opportunity assignment based on Geography, built custom fileds and applied FLS to them- Customized Profiles, Permission Sets, Roles and Responsibilities, and Public Groups to manage data access- Built Validation rules to prevent unauthorized users from making changes to records and prevent users from skipping business process steps- Built Workflows and Process Builders to automate certain processes, updated related fields and trigger API calls- Managed the technical process of layout customization, navigation and translation of user stories into acceptable enhancements- Conducted mass data migration, manipulation, analysis and clean up using Data Loader- Created and managed Salesforce reports and dashboards- Worked with other consultants on issues and bug fixes during user acceptance testing- Created training material according to the user stories and customization in salesforce- Deployed successfully tested environment from sandbox to production using change sets and performed smoke testing to fix any bugs in production- Handled service issues and questions from relevant stakeholders - Salesforce consultant with successful end to end implementation in internal and customer facing environment- Experience with Salesforce functional implementation and configuration- Performed testing on implemented solutions and assisted clients with UAT- Excellent understanding of force.com domain/AppExchange and Salesforce development life cycle- Project management of internal and customer facing technology implementations on time and on budget - Business analysis to gather and analyze client requirements

As an executive committee member, I am responsible for strategic planning of the relationship management team. The role requires:- Growing the number of corporate partnerships for ALPFA Boston chapter to support and expand their diversity and inclusion initiatives- Growing the number of strategic partnerships to create synergies with sister non-profit organizations and other in kind partners- Lead a team of Relationship Managers to maintain on going relations with partners in Boston- Develop opportunities to grow and diversify incoming revenue for ALPFA Boston- Assist organizational Employee and Business Resource Groups grow their impact in the organization by sharing best practices and creating opportunities for their employees to shine

- Successfully acquired sponsors for events & retained existing partners- Manage team of Relationship Managers in Boston- Track deliverables as part of sponsor agreements- Collaborate with the national team to develop sponsorship levels and deliverables as part of it- Develop calendar of events and newsletters seeking additional event specific sponsorship

- Manage team of four Project Managers to successfully execute events- Part of the national team responsible for transition to new CRM solution- Manage the ALPFA Boston website & other technology assets- Manage team of volunteers in Boston on as needed basis

- Work on the migration of a legacy Association Management and CRM System to a new platform.- Participate in evaluation and due diligence before the purchase of software.- Participate in understanding the requirements of different divisions and assisting in the creation of project plan according to the implementation deadlines.- Coordinating between different teams, executive management and the vendor.- Assisting with managing communication on project management software and weekly status calls.- Assisting with data transition and cleanup of the old database.- Handling miscellaneous roles as needed.

Organized information sharing sessions for fellow students who are interested in Finance industry, guest lectures at school.

Building a better relationship between the school and ALPFA for the students coming next year.

- Managed a team of 13 Support Consultants- Weekly and daily performance reporting for team- Quality feedback to analysts on performance and measured improvement- Handled escalations for customers- Improved customer satisfaction by 10% in two months by utilizing Six Sigma methodologies- Managed team dashboard on Salesforce and ran custom reports to present to management- Promoted to Team Leader role within two years, a faster rate than average- Collaborated with developers, customers and management to implement change and improve the product

- Received “Star of the Month” award and the CLEAR award for exceptional performance on the team.- Selected as first Subject Matter Expert for the Practice Management (Tiger) product

- Provided technical support to customers with their issues and questions related to the practice management application “Tiger” and Salesforce CRM

Assisted geographically dispersed Halliburton employees with issues related to personal computers, workstations, tablets, printers, mobile devices, LAN, WAN and RDP

Assisted corporate clients with logging and routing cases according to the product

- Assisted Mobile customers in Europe with issues related to their network and cell phones- Received various awards for best quality and exceeding SLAs- Trained fellow team members on new technologies like GPS on cell phone and how to troubleshoot equipment- Worked in a team to design and test process workflows to reduce call handling time and errors

Represented the London office of Air Canada to book international flights for the European market

Trained new employees on how to use the reservation system and assisted US customers to book domestic flights on United Airlines