Summary
Overview
Work History
Education
Skills
Certification
Awards
Accomplishments
Timeline
Generic

Abhishek R Sharma

Pune

Summary

Senior Salesforce Business Analyst with over 10 years of experience in CRM and automation projects within finance, banking, and enterprise SaaS. Proficient in requirements analysis, process mapping, and test automation across Sales Cloud, Service Cloud, and Financial Services Cloud. Expertise in leveraging AI tools for automated test case creation and business analysis, driving data-driven enhancements through Agile methodologies. Proven track record in improving sales operations through business process re-engineering and effective stakeholder engagement.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Senior Salesforce Business Analyst

Iris Software Inc.
Pune
05.2024 - Current
  • The project aims to transform RBC Capital Markets' current CRM application built on Salesforce.com Classic/Tier1CRM and transition to a pure native Salesforce.com Financial Services Cloud (FSC).
  • Engage with business stakeholders to understand requirements, pain points, and objectives.
  • Document and analyze business processes, workflows, and system integrations.
  • Translate business needs into detailed functional specifications for Salesforce solutions.
  • Design and propose scalable, future-ready Salesforce configurations.
  • Led CRM transformation for RBC Capital Markets using Salesforce Financial Services Cloud, enhancing native and custom functionality.
  • Integrated Helios AI Test Agent for end-to-end automated test case preparation and regression testing, improving coverage, and defect detection.
  • Used the Copilot AI tool for advanced business analysis, efficiently automating requirements gathering, documentation, and gap analysis for stakeholder requests.
  • Documented and mapped business processes, workflows, and system integrations to deliver scalable solutions.
  • Kept up to date on Salesforce platform features and industry best practices to maximize project ROI.

Senior Salesforce Business Analyst

Tata Consultancy Services
Pune
10.2023 - 05.2024
  • Work closely with cross-functional teams, including developers, solution architects, and project manager, to ensure seamless delivery.
  • Act as a trusted advisor for Sales and Service Cloud implementations, ensuring alignment with industry best practices and organizational goals.
  • Develop and execute test cases to ensure the functionality, quality, and performance of Salesforce implementations.
  • Support user acceptance testing (UAT) and provide post-implementation support.

Senior Salesforce Business Analyst

Tata Consultancy Services
Toronto
10.2018 - 09.2023
  • Lead the day-to-day operations, administration and maintenance of the Salesforce platform from a business outlook.
  • Own data hygiene, deduplication, enrichment processes and help maintain a high level of CRM data quality.
  • Manage user roles, permissions, profiles and license usage in line with compliance and security standards.

Salesforce Business Analyst

Tata Consultancy Services
Mumbai
11.2015 - 09.2018
  • Provide expertise in Salesforce Industry Clouds Financial Services Cloud, Sales Cloud & Services cloud to deliver tailored solutions.
  • Collaborate with cross-functional teams to support GTM initiatives like lead lifecycle, opportunity management, forecasting etc.

Quality Assurance Automation Lead

Tata Consultancy Services
Mumbai
02.2014 - 10.2015
  • Company Overview: Equifax is one of the largest sources of detailed consumer and business data in UK. Equifax products and services help organizations to protect against fraud and comply with regulation, and help consumers protect their identity and access credit.
  • Performed Web UI Automation Testing using Selenium IDE & Execution of the automation scripts using SeleniumWebDriver.
  • Equifax is one of the largest sources of detailed consumer and business data in UK. Equifax products and services help organizations to protect against fraud and comply with regulation, and help consumers protect their identity and access credit.

Business Technology Analyst

Tata Consultancy Services
Mumbai
11.2011 - 01.2014
  • Conduct research to determine if solutions to business requirements currently exist within or outside the business unit, and if not, whether new solutions are feasible.

Senior Software Engineer

Polaris Consulting & Services Ltd
Mumbai
04.2011 - 10.2011
  • Polaris had internal application suite Intellect designed for client Deutsche Bank to perform their investment banking operations, as a Functional tester perform testing of end to end trade flow in Intellect GUI.
  • Diagnose trading issues by working with clients, vendors and internal units including the QA, operations and market control teams.

Risk Management Analyst

JPMorgan Chase & Co.
Mumbai
12.2007 - 02.2011
  • Project was to perform end to end testing of application for Treasury & security service line of Business.
  • As a QA was responsible both functional and non-functional testing and requirement gathering & analysis for conducting feasibility studies to determine the viability of business requirements.

Education

Bachelor of Engineering - BE - Information Technology

Mumbai University
Mumbai
08.2007

Skills

  • Team leadership
  • Stakeholder engagement
  • Lightning web components
  • Salesforce Financial Services Cloud
  • API testing
  • A/B testing
  • Test automation
  • Automation strategies
  • Salesforce integration
  • Validation rules
  • Subject matter expertise
  • Functional analysis
  • Creative problem solving
  • Workload management
  • User story development
  • Scope management
  • Interpersonal communication
  • User acceptance testing
  • Business systems analysis
  • Project management
  • Agile methodology
  • Financial Services Cloud
  • Business process mapping
  • Salesforce configuration
  • Data migration
  • Service cloud implementation

Certification

  • Salesforce Certified Administrator (SCA), Salesforce
  • Salesforce administrator and programmer using App Builder, Edureka
  • Robotic Process Automation (RPA), UiPath
  • ISTQB, ISTQB - International Software Testing Qualifications Board
  • ITIL Foundation Level, ITIL Certified

Awards

  • Innovation Pride Award, Tata Consultancy Services, 08/01/21, Won award for best Innovative Idea for client with Salesforce mobile application.
  • Accolades for excellent performance, Iris Software Private Ltd, 04/01/25

Accomplishments

  • Successfully led a major CRM transformation project for RBC Capital Markets, migrating from Salesforce Classic to Financial Services Cloud
  • Implemented scalable Salesforce solutions across multiple industry verticals, including financial services, healthcare, and technology
  • Reduced UAT cycle time by 40% through the implementation of structured testing methodologies and automation frameworks
  • Enhanced data quality by 35% through the implementation of robust data governance and validation processes
  • Trained over 200 end users across multiple Salesforce implementations, achieving a 95% user adoption rate

Timeline

Senior Salesforce Business Analyst

Iris Software Inc.
05.2024 - Current

Senior Salesforce Business Analyst

Tata Consultancy Services
10.2023 - 05.2024

Senior Salesforce Business Analyst

Tata Consultancy Services
10.2018 - 09.2023

Salesforce Business Analyst

Tata Consultancy Services
11.2015 - 09.2018

Quality Assurance Automation Lead

Tata Consultancy Services
02.2014 - 10.2015

Business Technology Analyst

Tata Consultancy Services
11.2011 - 01.2014

Senior Software Engineer

Polaris Consulting & Services Ltd
04.2011 - 10.2011

Risk Management Analyst

JPMorgan Chase & Co.
12.2007 - 02.2011

Bachelor of Engineering - BE - Information Technology

Mumbai University

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Abhishek R Sharma