SFDC with CPQ & Sales Force BA @ Philadelphia, PA - Contract
Subbu Chaturvedula
Hello,
Greetings of the Day!!!
This is Subbu from Cliecon Solution.
Please share suitable profiles for the below positions to su...@cliecon.com
Role: Salesforce Report Developer
Location: Philadelphia, PA
Duration: 6+ Months Contract
· Leverage Salesforce reporting tools to develop sales reporting and dashboards for individual contributors, managers, directors
· Build and modify a range of reports & dashboards for sales, marketing and other key groups
· High level degree of skill set in using Salesforce reporting tools to achieve business objectives of reporting on key Sales KPI – new business, renewals, total business and key activity metrics including pipeline, quoting progress, etc. Analyze sales data and provide fit-for-purpose metrics that are used to make business decisions
· Experience with reporting with SFDC CPQ
· Responsible for implementing reporting and tools that will maintain the integrity and accuracy of Salesforce.com data
· Assist in the development of internal audits and controls to ensure the integrity of business processes and data.
· Acts as liaison with other groups by understanding the sales model and ensuring the integrity of information available through the various system and reporting structures.
· Update documentation and other supporting materials, as needed
· Provide routine support to sales reporting team to support adoption of reports and dashboards
· At least three years of sales analyst and related systems experience
· Strong Microsoft Excel skills (hands-on experience with formulas, comparing datasets, etc.)
· Salesforce Certified Administrator certification preferred
· Salesforce Lightning user interface experience is a plus
· Knowledge of Salesforce configuration, security & access is a plus
General Project Experience:
· Participate in meetings and projects with staff, project managers, and developers to automate, upgrade, or expand functionalities that accomplish client requirements.
· Configure reporting client requirements without depending on the developers
· Provide configuration expertise for validation and testing
· Analyze and assist in data migration testing if required
· Advice on test plans and scripts and manage User Acceptance Testing (UAT)
· Identify major milestones and establish critical path within the project plan while monitoring and reporting progress toward milestones on a daily or weekly basis as required
· Serve as liaison between the Consultant and Team members facilitating daily and weekly project review meetings
· Foster and maintain good relationships with IT colleagues, both internal and external
Role: Sales Force Business Analyst
Location: Philadelphia, PA
Duration: 6+ Months Contract
· Understands Sales Force product suite, and partners with business to leverage, optimize
and socialize these platforms.
· Leads requirements gathering sessions, proactively drawing out requirements from
stakeholders.
· Hands-on from requirements, through development with internal team (SF Developer) and
deployment. This role has start to finish (meaning operational) responsibility.
· Performs gap analysis to identify opportunities for process improvement or management
control of work flow.
· Creates requirements definition documentation, including use cases, and functional
specifications to capture business needs and for validation and QA with the customer and
share with project stakeholders.
· Creates workflow diagrams to document current and future business environment.
· Identifies and resolves problems which may impact projects by monitoring progress and
project status. Escalates important issues to the attention of Management so that decisions
can be made promptly.
· Responds and communicates efficiently between the business, tech and QA team on
projects and to facilitate resolution of user issues as and when necessary.
· Communicates in written, oral and presentation formats to best represent and express user
and organizational requirements to audiences up to mid-level management.
· Forms productive relationships with internal customers by listening, clarifying, and
responding effectively.
Qualifications:
· Deep functional working knowledge of Salesforce. With the ability to do some functional
changes and reporting with the application.
· Exceptional communication skills – written, presentation skills, etc.
· Exceptional client handling skills – able to work with all levels within the client portfolio
· Demonstrated ability to deliver business-oriented solutions, across a portfolio of projects
· Able to successfully manage a varied workload with minimal intervention from Management
· Possesses the aptitude to quickly understand work processes and flows in various business
units and recognize those that could benefit from technology
· Possesses an understanding of current business analysis and project management
methodologies, tools and techniques
· Established project management skills including familiarity with project scheduling and
tracking documents
· 5+ years in CRM Business Analysis and or Product Management role
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