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(Actualizado 2020-03-26.)Salesforce Consultant
Madrid, Spain
Nativo Hungarian, English, Fluido Spanish, Intermedio German
- Certified Salesforce App Builder and Administrator.
- Speaks English, Spanish, German, Hungarian.
- 8+ years of Salesforce experience in Sales, Service and Marketing Cloud.
Habilidades (32)
CUSTOMER RELATIONSHIP MANAGEMENT
REQUIREMENT GATHERING
Trainer
system design
BA
demo
DATA CLEANSING
DOCUMENTING
Solution Architecture
LOADER
SFDC
UAT
CRM
TESTING
Data Migration
workshops
DOCUMENTATION
User Training
TRAINING DOCUMENTATION
technical specification
Salesforce
OUTLOOK
MICROSOFT OUTLOOK
Change Management
Procurement
INTEGRATOR
INTEGRATION
OFFSHORE
LOTUS NOTES
BILLING
GENERAL LEDGER
RFP
Resumen
Salesforce consultant available for freelance contracts with over eight years of experience in
implementation, solution design, data migration, business analysis, team leadership, project
management, development and training.
Experiencia profesional
Salesforce Implementation Consultant
Union Tank Eckstein
2018-12 - 2019-10
Frankfurt
Analyzing the current system and liaising with stakeholders to outline the new system design and processes. Scoping requirements for RFP and evaluating offers of external partners. Working with an
external Salesforce delivery team integrating Salesforce with different external data providers and internal systems via Mulesoft. Defining architecture, ERD, documenting processes and conducting
trainings. Supporting top managers defining global IT roadmap in order to maximize the benefits of Salesforce. Managing resource capacity, cost and project timeline.
Projects
CRM migration from IBM Lotus Notes to Salesforce
* Challenge: Managing various integration points and filtering features in use vs. features
delivered during the years. Designing a scalable, simple architecture while respecting
country specifics. Automating quote approval, offer generation and client credit check via
various external agencies.
* Role: Implementation Expert
* Functions: Workshop leader, mediator between departments, solution architect, user story
and specification writer, procurement manager, trainer, data migration specialist,
documenter, roadmap planner.
* Methodology: Agile
* Duration: 10 months
* Users: 210
* Platform: Sales Cloud
InxMail integration
* Challenge: Evaluating different solutions (ExactTarget, Pardot) and implementing a phased
approach to provide adequate tools for the marketing department.
* Role: Marketing Integrator
* Functions: Workshop leader, user story and specification writer, data migration specialist,
trainer, roadmap planner.
* Methodology: Agile
* Duration: 7 months
* Users: 60
* Platform: Sales Cloud, Marketing Cloud
Analyzing the current system and liaising with stakeholders to outline the new system design and processes. Scoping requirements for RFP and evaluating offers of external partners. Working with an
external Salesforce delivery team integrating Salesforce with different external data providers and internal systems via Mulesoft. Defining architecture, ERD, documenting processes and conducting
trainings. Supporting top managers defining global IT roadmap in order to maximize the benefits of Salesforce. Managing resource capacity, cost and project timeline.
Projects
CRM migration from IBM Lotus Notes to Salesforce
* Challenge: Managing various integration points and filtering features in use vs. features
delivered during the years. Designing a scalable, simple architecture while respecting
country specifics. Automating quote approval, offer generation and client credit check via
various external agencies.
* Role: Implementation Expert
* Functions: Workshop leader, mediator between departments, solution architect, user story
and specification writer, procurement manager, trainer, data migration specialist,
documenter, roadmap planner.
* Methodology: Agile
* Duration: 10 months
* Users: 210
* Platform: Sales Cloud
InxMail integration
* Challenge: Evaluating different solutions (ExactTarget, Pardot) and implementing a phased
approach to provide adequate tools for the marketing department.
* Role: Marketing Integrator
* Functions: Workshop leader, user story and specification writer, data migration specialist,
trainer, roadmap planner.
* Methodology: Agile
* Duration: 7 months
* Users: 60
* Platform: Sales Cloud, Marketing Cloud
Salesforce Data Migration Specialist
eBay Classifieds
2017-08 - 2018-03
Berlin, Sydney
Working with onshore and offshore resources to ensure day-to-day case resolution and data related
projects get delivered smoothly. Building and leading an offshore support team handling cases
logged. Fixing data quality issues and setting up new processes to improve data quality enabling
reliable reporting. Onboarding new countries to the global Salesforce platform including full cycle data
migration and integration with different systems. Updating user access level across countries and roles.
Projects
Onboarding a new country to the global Salesforce platform
* Challenge: Migrating data to a new platform, creating new processes and training users.
* Role: Data Migration Lead
* Functions: Process builder, specification writer, tester, data migration specialist, trainer, on
site go-live manager.
* Methodology: Agile
* Duration: 6 months
* Users: 50
* Platform: Sales Cloud, Marketing Cloud
Fixing a derailed data migration project
* Challenge: Cleansing existing data and updating sync methods between systems while
keeping the system active in production.
* Role: Data Quality Manager
* Functions: Process builder, specification writer, tester, data migration specialist,
demonstrator, trainer.
* Methodology: Agile
* Duration: 5 months
* Users: 60
* Platform: Sales Cloud
Rebuilding sync between Salesforce, billing platform (TRACT) and general ledger (SAP)
* Challenge: Updating failing sync jobs causing continuous mismatch between different
systems and cleaning up data simultaneously.
* Role: Data Quality Manager
* Functions: Process builder, specification writer, tester, data cleanser.
* Methodology: Agile
* Duration: 4 months
* Users: 60
* Platform: Sales Cloud
Working with onshore and offshore resources to ensure day-to-day case resolution and data related
projects get delivered smoothly. Building and leading an offshore support team handling cases
logged. Fixing data quality issues and setting up new processes to improve data quality enabling
reliable reporting. Onboarding new countries to the global Salesforce platform including full cycle data
migration and integration with different systems. Updating user access level across countries and roles.
Projects
Onboarding a new country to the global Salesforce platform
* Challenge: Migrating data to a new platform, creating new processes and training users.
* Role: Data Migration Lead
* Functions: Process builder, specification writer, tester, data migration specialist, trainer, on
site go-live manager.
* Methodology: Agile
* Duration: 6 months
* Users: 50
* Platform: Sales Cloud, Marketing Cloud
Fixing a derailed data migration project
* Challenge: Cleansing existing data and updating sync methods between systems while
keeping the system active in production.
* Role: Data Quality Manager
* Functions: Process builder, specification writer, tester, data migration specialist,
demonstrator, trainer.
* Methodology: Agile
* Duration: 5 months
* Users: 60
* Platform: Sales Cloud
Rebuilding sync between Salesforce, billing platform (TRACT) and general ledger (SAP)
* Challenge: Updating failing sync jobs causing continuous mismatch between different
systems and cleaning up data simultaneously.
* Role: Data Quality Manager
* Functions: Process builder, specification writer, tester, data cleanser.
* Methodology: Agile
* Duration: 4 months
* Users: 60
* Platform: Sales Cloud
Salesforce Consultant
Wipro
2016-02 - 2017-02
(Costa Rica)
Leading and participating in full cycle Salesforce projects of key accounts from requirement gathering to rollout and training sessions. Main focus on scalability (in a major project reduced number of objects in use from 29 to 14) and user adoption (trained over 300 end users in person in Costa Rica and the USA).
Projects
Salesforce migration at a major worldwide credit rating provider
* Challenge: Moving users to a new Salesforce platform creating custom functionalities
according to business needs. Training end users in person.
* Role: Lead Consultant
* Functions: Workshop leader, user story and specification writer, process builder, developer,
demonstrator, tester, documenter, trainer.
* Methodology: Combination of waterfall and agile.
* Duration: 8 months
* Users: 300
* Platform: Sales Cloud, Service Cloud, Marketing Cloud
Major European payment solution provider
* Challenge: Complete revision of current SF setup converting code based functionalities to scalable solutions.
* Role: Lead Consultant
* Functions: Workshop and UAT leader, user story and specification writer, process builder,
developer, demonstrator, tester, documenter, trainer.
* Methodology: Combination of waterfall and agile.
* Duration: 5 months
* Users: 180
* Platform: Sales Cloud, Service Cloud
Major worldwide payment solution provider
* Challenge: Automating lead allocation process to achieve a fair system with no manual
interaction.
* Role: Lead Consultant
* Functions: Workshop leader, user story and specification writer, process builder, developer,
demonstrator, tester, trainer.
* Methodology: Combination of waterfall and agile.
* Duration: 3 months
* Users: 90
* Platform: Sales Cloud
Global Press Agency
* Challenge: Implementing Pardot using existing Salesforce Platform.
* Role: Consultant
* Functions: Data migration specialist, Pardot configurator, documenter, tester.
* Methodology: Combination of waterfall and agile.
* Duration: 1 month
* Users: 40
* Platform: Sales Cloud, Service Cloud
Leading and participating in full cycle Salesforce projects of key accounts from requirement gathering to rollout and training sessions. Main focus on scalability (in a major project reduced number of objects in use from 29 to 14) and user adoption (trained over 300 end users in person in Costa Rica and the USA).
Projects
Salesforce migration at a major worldwide credit rating provider
* Challenge: Moving users to a new Salesforce platform creating custom functionalities
according to business needs. Training end users in person.
* Role: Lead Consultant
* Functions: Workshop leader, user story and specification writer, process builder, developer,
demonstrator, tester, documenter, trainer.
* Methodology: Combination of waterfall and agile.
* Duration: 8 months
* Users: 300
* Platform: Sales Cloud, Service Cloud, Marketing Cloud
Major European payment solution provider
* Challenge: Complete revision of current SF setup converting code based functionalities to scalable solutions.
* Role: Lead Consultant
* Functions: Workshop and UAT leader, user story and specification writer, process builder,
developer, demonstrator, tester, documenter, trainer.
* Methodology: Combination of waterfall and agile.
* Duration: 5 months
* Users: 180
* Platform: Sales Cloud, Service Cloud
Major worldwide payment solution provider
* Challenge: Automating lead allocation process to achieve a fair system with no manual
interaction.
* Role: Lead Consultant
* Functions: Workshop leader, user story and specification writer, process builder, developer,
demonstrator, tester, trainer.
* Methodology: Combination of waterfall and agile.
* Duration: 3 months
* Users: 90
* Platform: Sales Cloud
Global Press Agency
* Challenge: Implementing Pardot using existing Salesforce Platform.
* Role: Consultant
* Functions: Data migration specialist, Pardot configurator, documenter, tester.
* Methodology: Combination of waterfall and agile.
* Duration: 1 month
* Users: 40
* Platform: Sales Cloud, Service Cloud
Salesforce Consultant
CloudSymphony
2015-03 - 2016-02
Maidenhead
Implementing Salesforce for major non-profits and commercial organizations. Working with special
non-profit solutions (NPSP) delivering the optimal tools for lead, donor and pledge management.
Working mostly on-site of charity organizations and offshore delivery teams.
Projects
Major UK overseas development charity
* Challenge: Saving a derailed project by revision of requirements and changing delivery
approach.
* Role: Consultant
* Functions: Workshop and UAT leader, user story and specification writer, roadmap planner,
process builder, developer, tester, demonstrator, documenter, trainer.
* Methodology: Agile
* Duration: 7 months
* Users: 80
* Platform: Sales Cloud, Service Cloud, Marketing Cloud
Major London based medical charity
* Challenge: Adding new functionalities and enrolling new teams to existing Salesforce
instance.
* Role: Consultant
* Functions: Workshop and UAT leader, user story and specification writer, roadmap planner,
process builder, developer, tester, demonstrator, documenter, trainer.
* Methodology: Waterfall
* Duration: 12 months
* Users: 100
* Platform: Sales Cloud
UK youth charity organization
* Challenge: Rolling out Salesforce to accommodate charity program and supporter
relationship management.
* Role: Solution Architect, Lead Consultant
* Functions: Workshop and UAT leader, user story and specification writer, roadmap planner,
process builder, developer, data migration and process automation specialist, tester,
demonstrator, documenter, trainer.
* Methodology: Agile
* Duration: 5 months
* Users: 50
* Platform: Sales Cloud
London based licensing company
* Challenge: Automating various steps of the business process using the most advanced
Salesforce functions.
* Role: Consultant
* Functions: Specification writer, process builder, developer, tester.
* Methodology: Agile
* Duration: 3 months
* Users: 30
* Platform: Sales Cloud
Accenture
Implementing Salesforce for major non-profits and commercial organizations. Working with special
non-profit solutions (NPSP) delivering the optimal tools for lead, donor and pledge management.
Working mostly on-site of charity organizations and offshore delivery teams.
Projects
Major UK overseas development charity
* Challenge: Saving a derailed project by revision of requirements and changing delivery
approach.
* Role: Consultant
* Functions: Workshop and UAT leader, user story and specification writer, roadmap planner,
process builder, developer, tester, demonstrator, documenter, trainer.
* Methodology: Agile
* Duration: 7 months
* Users: 80
* Platform: Sales Cloud, Service Cloud, Marketing Cloud
Major London based medical charity
* Challenge: Adding new functionalities and enrolling new teams to existing Salesforce
instance.
* Role: Consultant
* Functions: Workshop and UAT leader, user story and specification writer, roadmap planner,
process builder, developer, tester, demonstrator, documenter, trainer.
* Methodology: Waterfall
* Duration: 12 months
* Users: 100
* Platform: Sales Cloud
UK youth charity organization
* Challenge: Rolling out Salesforce to accommodate charity program and supporter
relationship management.
* Role: Solution Architect, Lead Consultant
* Functions: Workshop and UAT leader, user story and specification writer, roadmap planner,
process builder, developer, data migration and process automation specialist, tester,
demonstrator, documenter, trainer.
* Methodology: Agile
* Duration: 5 months
* Users: 50
* Platform: Sales Cloud
London based licensing company
* Challenge: Automating various steps of the business process using the most advanced
Salesforce functions.
* Role: Consultant
* Functions: Specification writer, process builder, developer, tester.
* Methodology: Agile
* Duration: 3 months
* Users: 30
* Platform: Sales Cloud
Accenture
Salesforce Consultant, Business & Systems Integration Team Lead
2014-10 - 2015-01
Jena, Bonn
Working with the training team, designing documents for end user and "train the trainer" sessions.
Kicking off a global Salesforce rollout for a leading worldwide logistic enterprise. Enhancing internal
Salesforce platform to manage client information and project flow.
Projects
Leading worldwide logistics enterprise
* Challenge: Rolling out Salesforce for the whole organization.
* Role: Lead Consultant
* Functions: Proposal contributor, roadmap planner, workshop leader, process builder.
* Methodology: Combination of waterfall and agile.
* Duration: 4 months
* Users: 1500
* Platform: Sales Cloud
Leading worldwide pharmaceutical company based in Switzerland
* Challenge: Creating training documentation meeting the highest standards.
* Role: Training Documenter
* Duration: 2 months
* Users: 350
* Platform: Sales Cloud
Working with the training team, designing documents for end user and "train the trainer" sessions.
Kicking off a global Salesforce rollout for a leading worldwide logistic enterprise. Enhancing internal
Salesforce platform to manage client information and project flow.
Projects
Leading worldwide logistics enterprise
* Challenge: Rolling out Salesforce for the whole organization.
* Role: Lead Consultant
* Functions: Proposal contributor, roadmap planner, workshop leader, process builder.
* Methodology: Combination of waterfall and agile.
* Duration: 4 months
* Users: 1500
* Platform: Sales Cloud
Leading worldwide pharmaceutical company based in Switzerland
* Challenge: Creating training documentation meeting the highest standards.
* Role: Training Documenter
* Duration: 2 months
* Users: 350
* Platform: Sales Cloud
Salesforce Business Analyst, Salesforce Business Analyst Team Lead
Morgan Stanley Capital International
2011-11 - 2014-09
New York
Managing a complex Salesforce environment with integrated forecasting, finance, client licensing,
product delivery, contract management and marketing functions. Supervising day-to-day Salesforce
support and leading Salesforce enhancement projects worldwide. Identifying pain points, coordinating
different user groups to agree on goals and priorities, delivering solutions with the development team.
Successfully setting up two off-shore teams of Salesforce business analysts, and leading one.
Projects
MSCI acquired major global real estate indexing company
* Challenge: Updating exiting MSCI Salesforce platform to accommodate the migration of data
and business processes from Sage.
* Role: Business Analyst
* Functions: Requirement documenter, user story and specification writer, process builder,
developer, tester, data migration specialist, demonstrator, trainer.
* Methodology: Agile
* Duration: 6 months
* Users: 80
* Platforms: Sales Cloud, Service Cloud
MSCI acquired financial data provider
* Challenge: Migrating data and harmonizing two different Salesforce instances.
* Role: Business Analyst
* Functions: Data cleansing and migration specialist, process builder.
* Methodology: Waterfall
* Duration: 2 months
* Users: 40
* Platform: Sales Cloud
MSCI Internal project automating contact generation using Apttus
* Challenge: Reducing manual work and mistakes upon generating contracts.
* Role: Business Analyst
* Functions: Workshop and UAT leader, user story and specification writer, roadmap planner,
process builder, developer, data migration and process automation specialist, tester,
demonstrator, documenter, trainer, post go-live supporter.
* Methodology: Agile
* Duration: 14 months
* Users: 45
* Platform: Sales Cloud
Improving Salesforce experience for all users (chatter, cases, validations, applications and layout functionalities and improving in-house solutions)
* Challenge: Promoting salesforce within the organization.
* Role: Business Analyst
* Functions: Workshop leader, roadmap planner, process builder, developer, tester, trainer,
post go-live supporter.
* Methodology: Agile
* Duration: 28 months
* Users: 1500
* Platform: Sales Cloud, Service Cloud
Improving Salesforce experience for sales users
* Challenge: Increasing salesforce adoption within the Sales Team.
* Role: Business Analyst
* Functions: Workshop and UAT leader, user story and specification writer, roadmap planner,
process builder, developer, procurement manager, data migration and process automation
specialist, tester, demonstrator, documenter, trainer, post go-live supporter.
* Methodology: Agile
* Duration: 28 months
* Users: 400
* Platform: Sales Cloud
Pardot rollout
* Challenge: Implementing a marketing solution with a simple but suitable model.
* Role: Business Analyst
* Functions: Workshop leader, roadmap planner, procurement manager, implementation
manager, process builder, developer.
* Methodology: Waterfall
* Duration: 4 months
* Users: 40
* Platform: Marketing Cloud
Managing a complex Salesforce environment with integrated forecasting, finance, client licensing,
product delivery, contract management and marketing functions. Supervising day-to-day Salesforce
support and leading Salesforce enhancement projects worldwide. Identifying pain points, coordinating
different user groups to agree on goals and priorities, delivering solutions with the development team.
Successfully setting up two off-shore teams of Salesforce business analysts, and leading one.
Projects
MSCI acquired major global real estate indexing company
* Challenge: Updating exiting MSCI Salesforce platform to accommodate the migration of data
and business processes from Sage.
* Role: Business Analyst
* Functions: Requirement documenter, user story and specification writer, process builder,
developer, tester, data migration specialist, demonstrator, trainer.
* Methodology: Agile
* Duration: 6 months
* Users: 80
* Platforms: Sales Cloud, Service Cloud
MSCI acquired financial data provider
* Challenge: Migrating data and harmonizing two different Salesforce instances.
* Role: Business Analyst
* Functions: Data cleansing and migration specialist, process builder.
* Methodology: Waterfall
* Duration: 2 months
* Users: 40
* Platform: Sales Cloud
MSCI Internal project automating contact generation using Apttus
* Challenge: Reducing manual work and mistakes upon generating contracts.
* Role: Business Analyst
* Functions: Workshop and UAT leader, user story and specification writer, roadmap planner,
process builder, developer, data migration and process automation specialist, tester,
demonstrator, documenter, trainer, post go-live supporter.
* Methodology: Agile
* Duration: 14 months
* Users: 45
* Platform: Sales Cloud
Improving Salesforce experience for all users (chatter, cases, validations, applications and layout functionalities and improving in-house solutions)
* Challenge: Promoting salesforce within the organization.
* Role: Business Analyst
* Functions: Workshop leader, roadmap planner, process builder, developer, tester, trainer,
post go-live supporter.
* Methodology: Agile
* Duration: 28 months
* Users: 1500
* Platform: Sales Cloud, Service Cloud
Improving Salesforce experience for sales users
* Challenge: Increasing salesforce adoption within the Sales Team.
* Role: Business Analyst
* Functions: Workshop and UAT leader, user story and specification writer, roadmap planner,
process builder, developer, procurement manager, data migration and process automation
specialist, tester, demonstrator, documenter, trainer, post go-live supporter.
* Methodology: Agile
* Duration: 28 months
* Users: 400
* Platform: Sales Cloud
Pardot rollout
* Challenge: Implementing a marketing solution with a simple but suitable model.
* Role: Business Analyst
* Functions: Workshop leader, roadmap planner, procurement manager, implementation
manager, process builder, developer.
* Methodology: Waterfall
* Duration: 4 months
* Users: 40
* Platform: Marketing Cloud
Revenue Management Analyst
Amadeus IT Group
2008-09 - 2011-06
Business Fulfillment Representative
NXP Semiconductors
2007-06 - 2008-09
logistics for automotive industry, SAP (SD, BO)
June 2007 to September 2008
Budapest
June 2007 to September 2008
Budapest
Formación académica
University Degree
International Business School
2004-01 - 2008-01
High School Diploma
General William Mitchell High School
2003-01 - 2004-01
Certificaciones
Salesforce App Builder
Salesforce Administrator