Pooja Tripathi

Pooja Tripathi Email and Phone Number

Digital Engineer @ Trina Energy Storage || Helping Businesses Leverage Salesforce, Quickbase & HubSpot for Success || 3x Salesforce Certified Administrator & 3x HubSpot Certified || Trailhead Double Star Ranger @ Trina Solar
changzhou, jiangsu, china
Pooja Tripathi's Location
San Francisco Bay Area, United States
About Pooja Tripathi

As a Salesforce Certified Administrator & Business Analyst, I bring a deep commitment to optimizing operational efficiency and streamlining business processes. My professional profile combines the best of both worlds - I am a creative thinker with a flair for innovation, complemented by strong analytical abilities and a knack for problem-solving. With over four years of experience as a business operations manager and cosmetic professional, I have honed a unique skill set that encompasses exceptional visual presentation, effective communication, adaptability, and adept multitasking.Customer service excellence and unwavering commitment to customer satisfaction have always been at the core of my professional ethos. These principles have guided me throughout my career journey. My academic background includes a project management certification, which has significantly strengthened my soft skills, enabling me to connect with individuals and teams effectively.I’m looking to help organizations customize and optimize their Salesforce environments to meet their unique business needs. I also have an interest in understanding data and utilizing it to make informed business decisions. I’m actively engaged in multiple Salesforce communities and groups to increase Salesforce knowledge, awareness, and work on professional connections. Outside of my passion for Salesforce, I enjoy spending time with my family, learning any form of art & listening to music and Podcasts.

Pooja Tripathi's Current Company Details
Trina Solar

Trina Solar

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Digital Engineer @ Trina Energy Storage || Helping Businesses Leverage Salesforce, Quickbase & HubSpot for Success || 3x Salesforce Certified Administrator & 3x HubSpot Certified || Trailhead Double Star Ranger
changzhou, jiangsu, china
Website:
trinasolar.com
Employees:
2278
Pooja Tripathi Work Experience Details
  • Trina Solar
    Digital Engineer
    Trina Solar May 2024 - Present
    Remote
  • Clicked
    Salesforce Consultant
    Clicked Jan 2023 - Present
    • Crafted user stories to encapsulate user requirements and guide the development process. 
• Constructed a comprehensive business process map utilizing UPN for clear visualization and in-depth 
analysis of business workflows. 
• Designed dashboards and reports, furnishing users with impactful insights and visually compelling data 
representations. 
• Created varied record types, configuring unique business processes, and adapting data organization 
and workflows to match specific needs. This involved different record types with distinct sales 
processes, picklists, and page layouts. 
• Used automation to allocate records (e.g., leads, cases) based on criteria, streamlining tasks to the right 
users or queues. This improved efficiency in routing tasks for effective handling. 
• Utilized Flows to enhance task efficiency and consistency, simplifying complex automations for non- developers. This tool automates repetitive tasks, saving time and reducing errors by handling actions 
like record updates and user guidance.• Skillfully managing tasks, tracking progress, and generating detailed status reports through a seamless integration of Atlassian JIRA, Confluence, & Slack to ensure transparent and efficient team collaboration.• Taking charge of sprint meetings to thoroughly assess enhancements, prioritize the sprint backlog, and strategically plan for forthcoming client sessions, fostering continuous improvement.• Expertly configuring data integration and automations, encompassing data import, email alerts, and flows, to provide tailored solutions that precisely meet the dynamic business needs.
  • Clicked
    Salesforce Business Analyst
    Clicked Sep 2023 - Oct 2023
    • As a Salesforce Business Analyst, I collaborated with the Digital Engagement team managing the Dreamforce conference. We first recommended adjustments for the conference mobile app. Then, we focused on setting up a new Salesforce org for post-conference follow-up. • Stakeholder Interview: In a meeting with Davina Groh, Head of Digital Engagement, we understood the team's objectives, requirements, and challenges, guiding our actions.• Current State Process Mapping: To comprehend existing processes, we created a "Current State" process map using the Elements cloud, based on stakeholder interviews.• Future State Process Mapping: Expanding on the "Current State" map, we designed a "Future State" process map to depict the team's workflow with the new Salesforce org and mobile app data which included KPIs and visualization requirements.• Refining User Stories: I improved and prioritized user stories, ensuring they were well-defined, complete, and developer-friendly.• Change Management Plan: I developed a Change Management Plan for a smooth Salesforce transition, addressing communication, training, and user adoption strategies.As a Salesforce Business Analyst, I collaborated with the Digital Engagement team managing the Dreamforce conference. We first recommended adjustments for the conference mobile app. Then, we focused on setting up a new Salesforce org for post-conference follow-up.
  • Clicked
    Salesforce Administrator Team Sprint
    Clicked Sep 2023 - Oct 2023
    My learnings from the sprint->• Crafting User Stories in Jira Work Management• Creating User Story & their grooming• Creating User Personas• Business Process Map in Lucidchart• Configuration and Setup in Salesforce• Object Manager and Lightning App Builder• Sales and Service Management• Data Analytics in Salesforce Org• Workflow and Process Automation
  • Clicked
    Salesforce Administrator Team Sprint
    Clicked Jun 2023 - Aug 2023
    • Navigated a simulated Salesforce Consulting project as a Salesforce Administrator• Practiced eliciting requirements, documentation and business process analysis to produce solutions for the client• Developed and demonstrated a custom Salesforce app solution to meet client requirements
  • Plentitude Technologies Inc.
    Salesforce Administrator/Business Analyst
    Plentitude Technologies Inc. Jun 2022 - May 2024
    Dublin, California, United States
    • Collaborating with clients and business stakeholders to understand current business processes, crafting and supporting prioritization of user stories, and perform gap analysis to design tailored Salesforce business solutions• Responsible for salesforce configuration changes including but not limited to object, field, and record management, workflow, process builder, flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, actions, custom settings, mobile administration, dashboards, and reports• Improving processes & procedures, creating/updating system documentation including configuration changes, data mapping requirements, test cases and deployment plans as needed• Supporting the existing configuration and continue to refine and improve on system processes with current users• Implementing change management processes and techniques to handle change within a business with minimal disruption to business activities• Provide user training and support to ensure effective utilization of Salesforce platform• Utilize Jira, Slack and Lucid chart to manage the backlog and maintain effective communication• Drive end to end user acceptance testing, author test scripts and obtain sign offs from stakeholders
  • Qlik
    Salesforce Application Specialist
    Qlik Apr 2017 - May 2018
    Bangalore,India
    • Managed all declarative features in Salesforce such as custom objects/fields, page layouts, advanced formulas, automations, workflows, validation rules and security (roles, profiles, sharing rules, and permission sets)• Administered user account maintenance, reports and dashboards to assist individual team members and management in measuring progress against goals, efficacy of new initiatives, and improving performance • Acted as Technical Systems Specialist in business reviews of new tools & functionalities to make recommendations and help support business case development• Developed project documentation to ensure accurate and effective business processes, SOPs and test cases• Performed routine updates for reports, dashboards, process documentation, test scenarios and implemented within sandbox and production environments • Implemented data management tasks, including data cleansing, de-duplication, and migration to ensure accuracy and integrity using dataloader.io • Assisted development of Salesforce reports, analytics and dashboards to support and monitor selling activity and key performance metrics• Collaborated with global application development teams to Identify and gather business and technical requirements, translating into best practice, scalable solutions with a focus on exceptional user experience• Created ServiceNow and JIRA live issues tracking dashboards in Confluence to document current progress of global cross-functional teams• Improved internal business processes and systems for QlikSense & QlikView by making recommendations for corrective actions• Mentored and supervised junior team members and interns to foster solution-focused, supportive, and transparent workplace environment• Engaged with business stakeholders to gather and analyze requirements and propose solutions that leverage Salesforce functionality
  • Freelance
    Business Operations Manager And Cosmetic Professional
    Freelance Apr 2014 - Mar 2017
    India
    • Built and nurtured strong client relationships by actively listening to their preferences and providing tailored makeup services, resulting in a 30% increase in repeat business and numerous referrals.• Effectively communicated makeup techniques and product recommendations to clients with varying levels of expertise, ensuring they were well-informed and satisfied with their choices.• Managed a flexible freelance schedule, effectively prioritizing and coordinating client appointments to meet deadlines and deliver exceptional service.• Utilized effective sales and marketing strategies to promote makeup services, resulting in a 25% increase in client bookings within the first year.• Prioritized customer satisfaction in makeup artistry, earning a reputation for exceptional client service and positive reviews.• Gathered project requirements, identified timelines, planned budgets • Collaborated with third party companies to contract various services for clients • Managed up to 20 client accounts and bookings using studio CRM software• Edited images in Photoshop and Lightroom, designed photo albums
  • Pinnacle Career Institute
    Teaching Faculty
    Pinnacle Career Institute Apr 2012 - May 2014
    Bhopal, Madhya Pradesh, India
    Tutored 200+ students for Public sector competitive exams in a classroom setting.

Pooja Tripathi Education Details

Frequently Asked Questions about Pooja Tripathi

What company does Pooja Tripathi work for?

Pooja Tripathi works for Trina Solar

What is Pooja Tripathi's role at the current company?

Pooja Tripathi's current role is Digital Engineer @ Trina Energy Storage || Helping Businesses Leverage Salesforce, Quickbase & HubSpot for Success || 3x Salesforce Certified Administrator & 3x HubSpot Certified || Trailhead Double Star Ranger.

What schools did Pooja Tripathi attend?

Pooja Tripathi attended Salesforce Talent Alliance Career Cohorts, Las Positas College, Calbright College, The American Dream Academy, Trailhead By Salesforce, Rajiv Gandhi Prodyogiki Vishwavidyalaya, Rajiv Gandhi Prodyogiki Vishwavidyalaya.

Who are Pooja Tripathi's colleagues?

Pooja Tripathi's colleagues are Tim. Z., Karl Chen, 王子良, Xing Lu, Waseem Khan, Kevin Shu, 丁晓春.

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