Blackthorn & Snaplogic Integration
As a Senior Salesforce Business Analyst, I led the integration of Blackthorn and Snaplogic by documenting requirements, recommending best practices, and ensuring alignment with business goals. I facilitated cross-functional workshops, wrote detailed Jira stories, and collaborated with vendors and developers to ensure the solutions were scalable and user-focused, enhancing event management and real-time data sync within Salesforce.
Salesforce CRM for Alumni Engagement
As a Senior Salesforce Business Analyst, I led requirements gathering and process design for a university wide CRM implementation in Development and Alumni Relations. I facilitated workshops to translate strategic goals into Salesforce solutions, streamlining constituent management processes. Partnering with Product Owners, I supported Agile delivery to align the solution with institutional priorities. This project highlighted my ability to deliver Salesforce solutions that drive business efficiency.
Impact Measurement with AMP Impact
As a Salesforce Business Analyst, I worked on a project that implemented AMP Impact from Vera Solutions, to track outcomes, performance, and cost-effectiveness across portfolios and program management across geographies. I gathered requirements, mapped workflows, developed user stories, and supported the administration side of salesforce as well as UAT. Additionally, I created documentation and training materials to ensure successful platform adoption, demonstrating my ability to drive impactful, data-driven solutions within Salesforce.
Data Migration, QA & UAT Lead
As a Salesforce Business Analyst, I led QA and UAT efforts across the CRM implementation, including data migration from legacy systems like BBEC. I developed test scripts, documented data mapping in Excel, and used Jira to manage test cases and issues. I worked closely with end users and technical teams to validate functionality, resolve defects, and ensure the solution met business needs.
Reengineering Support Model
As a Salesforce Business Analyst, I reengineered the support model using Salesforce and existing internal ticketing systems. I defined the partner user lifecycle, redesigned account termination workflows, and improved support processes. I contributed to UAT script development and conducted 1:1 sessions for feedback and Salesforce troubleshooting. This project showcased my ability to design scalable support models and optimize existing workflows.
Marketing Ops Streamlining
As a Salesforce Business Analyst, I streamlined processes across SFMC, CDP, and Datorama by aligning marketing and technical teams. I improved access workflows, co-led onboarding redesigns, created user-friendly documentation, and enhanced reporting to support adoption and visibility. Additionally, I collaborated with stakeholders to ensure seamless integration and long-term platform success.
Enhancing Salesforce Adoption
In a hybrid Salesforce Administrator and Business Analyst role, I supported Salesforce Sales Cloud adoption by enhancing sales visibility and reporting accuracy. Using tools like Flow, Reports & Dashboards, Jira, and Lucidchart, I gathered requirements, built automated flows, and configured dashboards for data-driven decisions. I managed user stories, led UAT, and created training materials to drive CRM adoption. This role showcased my ability to blend technical configuration with business analysis for scalable Salesforce solutions.
Salesforce HRIS Implementation
As the lead Salesforce Business Analyst for a custom HRIS solution, I collaborated with HR and IT to automate and unify onboarding. I gathered requirements, mapped workflows, and identified inefficiencies. I translated business needs into user stories, collaborated on solution design, and created process flows to guide decisions. I also supported UAT and developed documentation to ensure successful adoption. This project demonstrated my ability to align strategic goals with scalable Salesforce solutions and bridge communication between business and technical teams.
