Results-oriented business analyst and salesforce administrator skilled in leading cross-functional teams, stakeholder engagement, and process improvement.
Overview
14
14
years of professional experience
Work History
Principal Business Analyst
Momentive Software - Nimble AMS
11.2017 - 12.2024
Provide mentorship and guidance to junior business analysts and project team members.
Provided technical and functional leadership to cross-functionality project teams; mentor junior business analysts and contribute to internal best practices, accelerators, and solution frameworks.
Facilitate discovery session and stakeholder workshops to capture business, functional, and technical requirements; translate needs into solution designs, user stories, and implementation roadmaps.
Lead critical issue resolution and risk mitigation activities
Identifies system enhancements, documents business needs, and determines development impact to current processes.
Develop business requirements, specifications, process flows, application design, and configuration alongside testing and deployment.
Provide consulting and coaching around best practices in Salesforce Administration and implementation to enhance user experience.
Manage multiple stakeholder engagements and work with associated team members to understand requirements, facilitate business process analysis sessions and develop solutions for these teams.
Provide day to day administration, troubleshooting, and maintenance of the Salesforce platform.
Provides technical expertise and drive process improvement initiatives to achieve measurable productivity results that translate to financial benefits
Meets regularly with strategic business partners to review current challenges, uncover root causes, recommend course correction, and implement strategies to support implementation effectiveness based on feedback.
Coordinate with business stakeholders to identify business requirements and translate them into scalable Salesforce solutions.
Create configurable solutions that comprise workflows, reports, custom objects, and validation rules.
Manage various salesforce projects, including gathering information, planning, and executing projects.
Formulate and maintain salesforce solution documentation. (e.g., process flows, data models, and technical specifications)
Membership & Project Manager
American Society of Ophthalmic Administrators (ASOA)
07.2010 - 07.2017
Develops and implements an annual recruitment and retention plan with key focus on membership growth with outreach and promotion
Serves as the primary staff lead for data analytics – collecting and analyzes key data sources and trends related to membership recruitment and retention, membership offerings, marketing, and member communications ▪ Provides project leadership including budget control, production timeline, status reporting, client/project team coordination, and quality assurance
Maintains overall data quality and integrity in Salesforce, including reviewing member and prospect data for accuracy and notifies the appropriate departments of anomalies; streamlines processes from Salesforce to Drupal website ▪ Works closely and extensively with the IT department on projects as a project lead
Responsible for managing all AMS projects and finances in conjunction with the IT Director
Researches, recommends, and implements new membership benefits and programs
Responsible for yearly membership campaigns – Members4Members and Member Appreciation Month ▪ Manages the new administrator group, Administrator Beginner’s Circle (ABC)
Coordinates monthly dues invoicing and membership packets
Answers general membership inquiries via phone and email
Coordinates monthly webinars
Responsible for maintaining and updating the society’s three Drupal websites: asoa.org, ontour.asoa.org, and celebrate30.asoa.org
Writes, coordinates, and sends all marketing messages (email and mail)
Responsible for the oversight of the mentoring program
Oversees the society’s online communities including troubleshooting issues
Maintains the society’s social media accounts
Responsible for volunteer management
Responsible for survey management and distribution
ion guides in meetings, group games and icebreakers, and extended feedback to each other about the day’s events
Education
Bachelor of Arts - Political Science
Virginia Polytechnic Institute And State University
Blacksburg, VA
06-2010
Skills
▪ Superb management and organizational skills
▪ Quick learner and proven team leader
▪ Thrives in fast-paced, creative work environments
▪ Self-starter, skilled in time management
▪ Operates with innovation and a strong passion for people
▪ Keen ability to think “outside the box”
▪ Demonstrated success in team environments and
able to work independently with minimal supervision
▪ Excellent analytical and quality assurance skills with a strong attention to detail
▪ Adept at fostering relationships with members and vendors
▪ Exceptional project management skills
▪ Experienced managing multiple, concurrent projects and multi-tasking
Timeline
Principal Business Analyst
Momentive Software - Nimble AMS
11.2017 - 12.2024
Membership & Project Manager
American Society of Ophthalmic Administrators (ASOA)
07.2010 - 07.2017
Bachelor of Arts - Political Science
Virginia Polytechnic Institute And State University