Sourav Tripathy
Bangalore
Summary
Salesforce Analyst with robust experience in Sales Support,Operations, Data Management and Compliance as well as providing strategic solutions to complex business problems.Strengths include deep industry knowledge, superior problem-solving skills, and ability to collaborate effectively with diverse teams. Previous roles have contributed significantly to improving operational efficiency and driving revenue growth through innovative solutions implementation.
Overview
5
5
years of professional experience
Work History
Salesforce Analyst
Google
Bangalore
07.2024 - Current
- Providing business support to users using the Salesforce platform for Google.
- Taking note of ideas shared by users and developing those ideas into meaningful solutions in Salesforce.
- Triaging issues/bugs reported and investigating them to provide valid resolutions
- Scheduling meeting with business stakeholders on a weekly basis to understand their feature requests/requirements and proposing solutions in Salesforce to improve user experience and make the system more hassle-free.
- Guiding business teams with steps to raise user access requests for getting access to Salesforce.
- Proposing recommendations to existing processes to make it more user-friendly.
- Doing a prioritization assessment for each requirement for Sprints.
- Preparing reports and dashboards for business stakeholders to gather feedback received from users in Salesforce.
- Preparing survey forms and sending out User Satisfaction Surveys to users to gather feedback on the user experience. Also, tabulating the results for viewing by management.
Sales Technology System Specialist
Thomson Reuters
Hyderabad
04.2022 - 06.2024
- Working as System Specialist for multiple Salesforce orgs of Thomson Reuters- covering daily Salesforce administrative activities like creating new users and updating existing users , creating and assigning permission sets, managing user licenses, public groups, queues etc.
- Collaborating with multiple business segments within Thomson Reuters on a weekly basis to take stock of ongoing issues, challenges and noting down new features requested by business for further grooming and development.
- Scheduling meetings with development team regularly to discuss the major issues, blockers and action items. Also, assisting them with refinement of enhancement requests.
- Assisting business users with requests for new reports and dashboards- understanding the requirements and setting up the report types, new reports as well as dashboards to help the business segments derive data from the reports.
- Performing Salesforce administration duties like updating flows, updating workflows, page layouts, approval processes, assignment rules, record types, enabling Macros in Salesforce, custom settings, creating custom fields etc.
- Performing UAT and BVT testing to help business segments ensure timelines are met for full-proof testing of new functionalities being delivered as part of Sprint cycles.
- Performing SOX compliance auditing every month to ensure the users who have left the company have their accesses deactivated and data removed from the system
- Consulting with stakeholders and recommending changes to processes like user access request to make it more smooth and hassle-free for business teams.
- Preparing knowledge guides for users to help them navigate seamlessly in Salesforce
- Establishing a comms channel with business stakeholders and development teams for regular update on the status of the Sprint cycles.
- Performing mass data management activities(ex:license management) to ensure data hygiene is maintained in the Salesforce system
Sales Operations Executive
VOIS (Vodafone Group)
Pune
07.2019 - 03.2022
- Gained knowledge on the basics of CRM and use of Salesforce in business
- Worked with the Sales Operations Team as a Salesforce Certified Administrator to assist end-users with their deals, resolving issues as well as providing the best solutions and practices to end-users
- Simultaneously, led a team of 5 people to support end-users on other integrated applications like Oracle CPQ and CTI app Odigo in order to resolve their issues/concerns on priority so the users had a hassle-free experience while working on the applications for their business deals
- Understood Einstein Analytics (rebranded as Tableau CRM) and actively assisted business users on new Einstein Analytics related requests, issues and knowledge processes
- Performed additional UAT testing for new features developed during various Sprint releases for Salesforce instance
- Proposed system enhancements, discussed with the development teams and validated the changes for Salesforce instance
Education
B.Tech - Electrical and Electronics
Vellore Institute of Technology
06-2019
Skills
- Customer Relationship Management (CRM)
- Business Analysis
- Sales Support
- Requirements Gathering
- Salesforce CRM experience
- Troubleshooting product problems
- Creative solutions
- Stakeholder Management
- Project Management
Languages
English
Proficient
C2
Hindi
Proficient
C2
German
Beginner
A1
Certifications
- Salesforce Certified Administrator
Timeline
Salesforce Analyst
Google
07.2024 - Current
Sales Technology System Specialist
Thomson Reuters
04.2022 - 06.2024
Sales Operations Executive
VOIS (Vodafone Group)
07.2019 - 03.2022
B.Tech - Electrical and Electronics
Vellore Institute of Technology