Shubhi Srivastava
Salesforce Business Analyst
Prayagraj
Summary
Senior Salesforce Business Analyst with 7+ years of experience delivering end-to-end CRM solutions across Sales Cloud, Service Cloud, Experience Cloud, Data Cloud and compliance-driven implementations. Proven expertise in requirement engineering, process transformation, stakeholder management, and Agile delivery. Committed to continuous learning and leveraging Salesforce best practices, enhancing business processes, and enabling data-driven decision-making.
Overview
7
7
years of professional experience
2019
2019
years of post-secondary education
8
8
Certifications
2
2
Languages
Work History
Senior Consultant
PwC India
05.2023 - Current
- Lead requirement elicitation, analysis, and documentation using user stories, acceptance criteria, and GWT scenarios.
- Drive Salesforce implementations across Sales Cloud, Service Cloud, and Experience Cloud.
- Own out-of-the-box, versus configuration, versus custom decision-making to deliver scalable, maintainable, and cost-effective solutions.
- Collaborate closely with architects, developers, QA, and integration teams to ensure high-quality, on-time releases.
- Support Agile delivery, including backlog grooming, sprint planning, sprint demos, and UAT execution.
- Define and manage requirements for integrations with external systems, such as payment gateways, KYC vendors, ERP, and messaging platforms.
- Continuously drive business process optimization through Salesforce best practices and automation.
- Contribute to pre-sales activities, including RFP/RFI responses, proposal preparation, solution walkthroughs, and effort estimations.
- Prioritized projects and project tasks depending upon key milestones and deadline dates.
- Improved user adoption rates with targeted training sessions and customized user documentation.
- Collaborated with cross-functional teams to ensure successful implementation of Salesforce projects.
- Developed custom reports and dashboards to provide actionable insights for executive decision-making processes.
Business Analyst
Navatar
10.2021 - 05.2023
- Delivered Salesforce advisory and implementation engagements by leading requirement discovery, solution design, and functional documentation.
- Conducted business process assessments, AS-IS/TO-BE modeling, and gap analysis to support digital transformation initiatives.
- Translated complex business requirements into Salesforce user stories, functional designs, and process flows.
- Advised clients on OOB capabilities, configuration options, and customization trade-offs to drive scalable solutions.
- Configured Salesforce features, including Flows, security models, approval processes, dashboards, and reports.
- Managed stakeholder expectations through workshops, walkthroughs, and governance forums.
- Supported Agile delivery lifecycle, including backlog management, UAT planning, defect triage, and release execution.
- Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
- Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
Business Analyst
Inforica
06.2020 - 10.2021
- Handled day-to-day JIRA tickets related to configuration, defect fixes, and enhancements.
- Owned requirement elicitation, user stories, GWT scenarios, and acceptance criteria, reducing rework, and UAT defects.
- Drove out-of-the-box, versus configuration, versus custom decisions, optimizing cost, performance, and long-term scalability.
- Designed and improved lead, onboarding, KYC, and payment journeys, enhancing operational efficiency.
- Translated business and user requirements into system requirements and design, ensuring alignment with technical feasibility.
- Managed projects through regular status meetings, risk identification, and resolution tracking.
- Performed Root Cause Analysis (RCA) for ongoing defects and implemented corrective actions.
- Used SQL to manage, validate, and manipulate backend data for reports, dashboards, and issue resolution.
- Used SQL as a backend tool to manage data.
- Collaborated with teams to understand pain points for process automation.
Associate Analyst
Wipro
07.2018 - 06.2020
- Worked on the US Health and Welfare domain.
- Provided technical support to development teams and debugged test systems.
- Contributed to project plans by providing time-scale estimates.
- Conducted root cause analysis for recurring issues to propose long-term solutions aimed at addressing the underlying problem.
- Acknowledged the business requirements, and developed test scenarios and test cases to test the complete functionality of the application.
- Designed, built, and analyzed data and data infrastructure to support business initiatives.
- Participated in regular training sessions to stay current on industry trends, improving personal expertise and job performance.
- Maintained organized documentation of completed work, ensuring easy access to historical records for future reference or audits.
- Constructed test environments and designed and executed test plans.
Education
Bachelor in Technology - Computer Science And Engineering
United Institute of Technology
PrayagrajSkills
Microsoft Word PowerPoint Excel Google Docs Google Slides SharePoint Salesforce Reports & Dashboards Tableau Power BI Google Sheets Jira Confluence Figma Balsamiq Visio Postman Data Loader ETL tools Project management
Certification
1. Salesforce Certified Data Cloud Consultant
Affiliations
1. IndiaFirst Life Insurance – Salesforce CRM & Mobile App (2024-2025)
Designed and delivered a scalable, future-ready Salesforce CRM and mobile platform to enable a seamless digital experience for agents and customer onboarding teams. The solution supported end-to-end journeys including lead management, onboarding, reporting, and enterprise integrations to drive operational efficiency and business outcomes.
Key Contributions:
- Delivered the Financial Health Calculator (FHC) module covering child planning, retirement planning, savings, wealth growth, and insurance recommendation calculators.
- Designed and implemented Agent Confidential Report (ACR) flows for BDMs, ABHs, and managers, supporting both online and offline execution.
- Designed and managed 20+ customer and agent-facing forms, primarily generated from Salesforce, and embedded across the end-to-end onboarding and advisory journey.
- Designed and delivered Salesforce dashboards and reports to provide operational insights and track agent performance.
2. IDFC First Bank – Salesforce CRM (2023-2025)
- Designed and supported the implementation of a Salesforce CRM platform to streamline lead management, customer onboarding, and relationship management for banking sales and service teams, enabling improved visibility, compliance, and operational efficiency.
- Also designed integration workflows for transaction status tracking, UPI verification, and mandate registration
3. Private Equity & M&A – Salesforce CRM
- Designed and enhanced a Salesforce CRM solution to support deal sourcing, evaluation, and pipeline management for Private Equity and M&A teams, enabling improved visibility into fundraising activities, mandates, and deal performance.
4. Research & Innovation – Salesforce
- Drove continuous improvement by researching Salesforce platform enhancements and evaluating new features to improve product capabilities and user experience.
Business Analyst skills
BFSI/Insurance Domain | Salesforce CRM (Sales, Service, Experience Cloud) | Business Analysis & Requirement Elicitation | Client & Stakeholder Management | Agile/Scrum, SDLC/STLC | AS-IS/TO-BE, Gap & Impact Analysis | Backlog Grooming & Prioritization (MoSCoW) | BRD/FRD, User Stories & Acceptance Criteria | Process Flows, Wireframing & Solution Design | UAT/CAT | Release, Change & Adoption Management | Integrations & Pre-sales Solution Walkthroughs | Executive Presentations & Client Workshops | Cross-functional Delivery | Risk & Dependency Management | Product Strategy & Market Research
Hobbies
- Travel Planning & Cultural Exploration
- Writing & documentation
- Watching series
Timeline
1. Salesforce Certified Data Cloud Consultant
01-2025
2. Salesforce Certified Business Analyst
08-2024
Senior Consultant
PwC India
05.2023 - Current
3. Salesforce Certified Administrator by Salesforce
12-2022
4. Scrum Foundation Professional Certificate SFPC CertiProf
10-2021
5. PSM | PSPO Trained by TrainSmart Academy
10-2021
6. Lean Six Sigma White Belt Certified MSI Certified (10/21/2021)
10-2021
7. Project Management Essentials Certified - MSI Certified
10-2021
8. CBAP - Certified Business Analysis Professional
10-2021
Business Analyst
Navatar
10.2021 - 05.2023
Business Analyst
Inforica
06.2020 - 10.2021
Associate Analyst
Wipro
07.2018 - 06.2020
Bachelor in Technology - Computer Science And Engineering
United Institute of Technology