Salesforce CRM Analytics Lead, Financial Services
EQT
(Banks and financial services, 1000-5000 employees)
Keywords
Salesforce.Com
Data Analysis
Extract Transform Load (ETL)
Artificial Intelligence
Analytic Applications
Business Logic
Business Intelligence
Business Analysis
Certified Business Analysis Professional
Cloud Computing
Skills
AI, analytical tools, business logic, Service Cloud, Virtual Collaboration, Analytics, Analytics Platform, Dataflow, Data Sync, UI/UX, ETL, ETL Process, Cognos, JSON, Performance Optimization, SQL, Salesforce Sales Cloud, Salesforce CRM, Salesforce , SFDC, Salesforce.com, Scrum Master, Workflow Software
Project history
01/2024
-
12/2024
Implement Salesforce CRM Analytics for private wealth and institutional investors.
05/2022
-
12/2024
Salesforce CRM Analytics Lead, Life Science
Phonak
(Pharmaceuticals and medical technology, 1000-5000 employees)
Ongoing
Purpose : Migrate reports from Cognos to CRM Analytics and further development.
Roles: CRMA Advisor, CRMA Developer, Functional Consultant and Trainer
Tasks: Migrate dashboards for Hearing Aids / Products from Cognos based on SQL to CRMA. Further
development of reports and dashboards for Lyric Products. Used complex ETL to create versatile dataset.
Delivered CRM Analytics Training Modules: Intro + Enabler Course.
Purpose : Migrate reports from Cognos to CRM Analytics and further development.
Roles: CRMA Advisor, CRMA Developer, Functional Consultant and Trainer
Tasks: Migrate dashboards for Hearing Aids / Products from Cognos based on SQL to CRMA. Further
development of reports and dashboards for Lyric Products. Used complex ETL to create versatile dataset.
Delivered CRM Analytics Training Modules: Intro + Enabler Course.
04/2024
-
06/2024
Salesforce CRM Analytics Lead, Automotive
Mercedes Benz
(Automotive and vehicle construction, >10.000 employees)
Implement Salesforce CRM Analytics for orders overview across models.
12/2023
-
03/2024
Salesforce CRM Analytics Lead, Healthcare Sector
Atlantic Industries
(Pharmaceuticals and medical technology, 500-1000 employees)
Implement Salesforce CRM Analytics to cater for advanced pipeline management.
02/2023
-
08/2023
Salesforce CRM Analytics Lead, Betting Industry
Necessidad
Purpose : PoC on Sales optimization and overview.
Roles: CRMA Advisor, CRMA Developer
Tasks: Built a custom dashboard in CRM Analytics to track sales and rep performance across product groups.
Roles: CRMA Advisor, CRMA Developer
Tasks: Built a custom dashboard in CRM Analytics to track sales and rep performance across product groups.
05/2020
-
08/2023
Salesforce Admin Trainer
BEC; Virtual, Bank & Finance
05.2020 As per below, delivered a 3 day online/virtual course instead of physical.
02/2020
-
08/2023
Salesforce Admin Trainer
BEC; Bank & Finance
Purpose: Compile and run 3-day course introducing multiple banks to the BEC CEM Managed Package and
Salesforce Admin functionality.
Roles: Facilitator and Presenter
Tasks: Creation materials, exercises and setting up the physical environment - all to create the foundation
for a solid course. With a co-presenter, we went through the BEC CEM Managed Package - a solution the
Banks will work with going forward. Furthermore, the Salesforce environment in general and Salesforce
Admin functionality were presented. By using relevant examples, the attendees had to go through
themselves, we delivered a good hands-on experience.
Salesforce Admin functionality.
Roles: Facilitator and Presenter
Tasks: Creation materials, exercises and setting up the physical environment - all to create the foundation
for a solid course. With a co-presenter, we went through the BEC CEM Managed Package - a solution the
Banks will work with going forward. Furthermore, the Salesforce environment in general and Salesforce
Admin functionality were presented. By using relevant examples, the attendees had to go through
themselves, we delivered a good hands-on experience.
01/2019
-
08/2023
RFP Lead Life Science
Atos Medical AB
(Pharmaceuticals and medical technology, 1000-5000 employees)
Atos Medical was looking at a Salesforce as their new CRM Platform covering Sales and
Service processes. As Lead, I was my responsibility to:
* Have the e2e overview of the RFP.
* Run discovery workshops with stakeholders for further clarification.
* Run internal workshops in Capgemini.
* Solution scoping and designing.
* Planning and phasing the project.
* Estimate FTE/consultancy hours and availability, both on/off-shore.
* Presenting proposal to client with sales and managers.
Capgemini took 1st place and continued as solution partner
Service processes. As Lead, I was my responsibility to:
* Have the e2e overview of the RFP.
* Run discovery workshops with stakeholders for further clarification.
* Run internal workshops in Capgemini.
* Solution scoping and designing.
* Planning and phasing the project.
* Estimate FTE/consultancy hours and availability, both on/off-shore.
* Presenting proposal to client with sales and managers.
Capgemini took 1st place and continued as solution partner
10/2020
-
12/2022
Salesforce CRM Analytics Lead, SFDC Configuration, Logistics
PostNord
Purpose : Guide, design and drive the implementation of CRM Analytics for Postnord's Nordic countries.
Solution entails both Sales, Service and Finance. Support PN in shaping/structuring their CRMA roadmap.
Ensure CRMA becomes operational and delivers value to the business.
Roles: CRMA Advisor and Architect, Team Lead of 2-3 consultants, Functional Consultant, Mentor/Training
and CRMA Developer
Tasks: Advisory on how utilize CRMA, Einstein Discovery and AI features for Sales and Service Cloud.
Implement and built CRMA solutions. Establishing best practice and governance. Mentoring colleagues and
training client admins in CRMA.
Developed highly complex Dataflows and Recipes to incorporate advanced business logic for both Sales and
Service. Built and deployed prediction models to enhance lead and opportunity conversion rates. Deployed
to both CRMA Apps and Lightning Pages.
Continuously leveraged and tested new CRMA Features - e.g. Sentiment Analytics.
Solution entails both Sales, Service and Finance. Support PN in shaping/structuring their CRMA roadmap.
Ensure CRMA becomes operational and delivers value to the business.
Roles: CRMA Advisor and Architect, Team Lead of 2-3 consultants, Functional Consultant, Mentor/Training
and CRMA Developer
Tasks: Advisory on how utilize CRMA, Einstein Discovery and AI features for Sales and Service Cloud.
Implement and built CRMA solutions. Establishing best practice and governance. Mentoring colleagues and
training client admins in CRMA.
Developed highly complex Dataflows and Recipes to incorporate advanced business logic for both Sales and
Service. Built and deployed prediction models to enhance lead and opportunity conversion rates. Deployed
to both CRMA Apps and Lightning Pages.
Continuously leveraged and tested new CRMA Features - e.g. Sentiment Analytics.
11/2021
-
01/2022
Salesforce CRM Analytics Lead, Banking & Finance
Nykredit
Purpose : Architectural review of current CRMA solution and advisory of future scalability.
Roles: CRMA Advisor, Team Lead of 1 CRMA Consultant, Functional Consultant and Developer
Tasks: Architectural assessment of current in-house CRMA solution covering Banking Advisor activities and
finding solutions for how to scale further.
Continues development of CRMA App for tracking Nykredit Live Events.
Required understanding of Salesforce Activities data model and Fonteva (SFDC Plugin)
Roles: CRMA Advisor, Team Lead of 1 CRMA Consultant, Functional Consultant and Developer
Tasks: Architectural assessment of current in-house CRMA solution covering Banking Advisor activities and
finding solutions for how to scale further.
Continues development of CRMA App for tracking Nykredit Live Events.
Required understanding of Salesforce Activities data model and Fonteva (SFDC Plugin)
01/2020
-
12/2021
RFP Analytics Lead - Life Science
Coloplast DK A/S
(Pharmaceuticals and medical technology, 1000-5000 employees)
Coloplast was looking at a new CRM Platform (Salesforce). As Analyst Lead, I was responsible
for how Salesforces' analytical tools could contribute to the implementation process phases
aligned with client requirements and other track / Lead input.
Function: RFP Lead
2020 Coloplast DK A/S
Function: RFP Reporting Lead
Coloplast was looking at a new CRM Platform (Salesforce). As Reporting Lead, I was
responsible for reporting requirements were extracted and aligned with processes and
solutions from other tracks / Leads.
for how Salesforces' analytical tools could contribute to the implementation process phases
aligned with client requirements and other track / Lead input.
Function: RFP Lead
2020 Coloplast DK A/S
Function: RFP Reporting Lead
Coloplast was looking at a new CRM Platform (Salesforce). As Reporting Lead, I was
responsible for reporting requirements were extracted and aligned with processes and
solutions from other tracks / Leads.
12/2020
-
02/2021
Technical Solution Owner - Health Cloud
Coloplast A/S
(Pharmaceuticals and medical technology, 1000-5000 employees)
Purpose : Continuous improvement on Salesforce Health Cloud solution.
Roles: Functioned as Technical Solution Owner on Coloplast's Continuous Improvement track, ensuring best
development practice and quality of solutions matching Coloplast standards.
Tasks: Configuring solutions on Salesforce Health Cloud, specifically process optimization of Territory
Manager Session booking and Showpad Activities (external system).
Roles: Functioned as Technical Solution Owner on Coloplast's Continuous Improvement track, ensuring best
development practice and quality of solutions matching Coloplast standards.
Tasks: Configuring solutions on Salesforce Health Cloud, specifically process optimization of Territory
Manager Session booking and Showpad Activities (external system).
06/2020
-
10/2020
Salesforce CRM Analytics Developer, Automotive
Volkswagen
Purpose : Volkswagen requested a reporting setup on Fleet Emission and Co2 Forecasting regarding car
production across all major car brands. EU directives on Co2 emission rates/limits had to be included, with
the objective to visualize adherence.
Roles: CRMA Developer, developing the solution in SAQL and JSON, and Solution Architect
Tasks: Build a CRMA solution, adhering to inflexible requirements in terms of calculation, data model, and
UI/UX. Due to this, the solution became immensely advanced, taking the combination of SAQL and JSON to
the extreme, powering dynamic calculations and projections. Solution was used by Salesforce US, to test
Dashboard load times.
production across all major car brands. EU directives on Co2 emission rates/limits had to be included, with
the objective to visualize adherence.
Roles: CRMA Developer, developing the solution in SAQL and JSON, and Solution Architect
Tasks: Build a CRMA solution, adhering to inflexible requirements in terms of calculation, data model, and
UI/UX. Due to this, the solution became immensely advanced, taking the combination of SAQL and JSON to
the extreme, powering dynamic calculations and projections. Solution was used by Salesforce US, to test
Dashboard load times.
08/2020
-
10/2020
Salesforce CRM Analytics Lead and Developer
Medtronic
Purpose : Medtronic required a dashboard to track sales performance and activities across their Restorative
Therapies Group.
Roles: CRMA Project Lead and Developer, Functional Consultant, Project Management and Einstein advisory.
Tasks: Implementing a custom reporting setup based CRMA, including dashboards, dashboard designs,
dataflows, security, automated external data uploads, mobile layout, advisory and training. Requirement
gathering and stakeholder management. UX Design guide.
Therapies Group.
Roles: CRMA Project Lead and Developer, Functional Consultant, Project Management and Einstein advisory.
Tasks: Implementing a custom reporting setup based CRMA, including dashboards, dashboard designs,
dataflows, security, automated external data uploads, mobile layout, advisory and training. Requirement
gathering and stakeholder management. UX Design guide.
06/2020
-
07/2020
Advisor and Trainer on CRM Analytics and Functional Consultant
Santander, CRM Analytics Advisory, Bank & Finance
Purpose: Advise Santander on CRM Analytics and Discovery and building a data model to figure out how to
position the marketing program Datorama in their IT landscape.
Roles: Advisor and Trainer on CRM Analytics and Functional Consultant.
Tasks: Running discovery sessions, investigating how, and if, CRMA should be a part of Santander's IT
landscape instead of, or contribute to, Datorama (back then Datorama was not part of SFDC). Advising on
data model. Training the Santander BI department in CRM Analytics and best practices.
position the marketing program Datorama in their IT landscape.
Roles: Advisor and Trainer on CRM Analytics and Functional Consultant.
Tasks: Running discovery sessions, investigating how, and if, CRMA should be a part of Santander's IT
landscape instead of, or contribute to, Datorama (back then Datorama was not part of SFDC). Advising on
data model. Training the Santander BI department in CRM Analytics and best practices.
12/2019
-
02/2020
Salesforce and CRMA developer. BA, Project Management
Sandvik Mining & Rock Technology, CRM Analytics, Mining
Purpose : The project focused on implementing CRM Analytics on a global scale covering native Salesforce
Sales Cloud data and data via external connections.
Roles: Salesforce and CRMA developer. BA, Project Management
Tasks: Validating Salesforce Org. setup and data readiness for correct reporting.
Providing guidance regarding further insights and optimized visualization. Developed the solution applying
CRM Analytics functionalities, such as Dataflow, Data Sources, Edgemarts, Dashboards, SAQL, Data Sync and
visualizations combined with Lightning Pages.
Sales Cloud data and data via external connections.
Roles: Salesforce and CRMA developer. BA, Project Management
Tasks: Validating Salesforce Org. setup and data readiness for correct reporting.
Providing guidance regarding further insights and optimized visualization. Developed the solution applying
CRM Analytics functionalities, such as Dataflow, Data Sources, Edgemarts, Dashboards, SAQL, Data Sync and
visualizations combined with Lightning Pages.
10/2018
-
06/2019
Lead on the Service Track, Functional Consultant, BA and Developer
FOSS A/S, SFDC Service, FSL & CPQ Configuration, Agriculture
Purpose : FOSS had decided to replace their current CRM platform with Salesforce. A project divided into 2
phases. A Readiness phase to outline the scope of the requirements and a development phase where the
solution was built and tested.
Roles: Functioned as Lead on the Service Track, Functional Consultant, BA and Developer.
Tasks: The Development phase focused on building the solution in Salesforce. The areas I developed, and
tested, covered Case Management, Entitlements and SLAs, Service Contracts and Quotes. I also automated
several processes and made them scalable for FOSS to gradually expand into 28 countries. In all I worked
with functionality from the Service Cloud, Field Service Lightning, Salesforce CPQ and Sales Cloud.
phases. A Readiness phase to outline the scope of the requirements and a development phase where the
solution was built and tested.
Roles: Functioned as Lead on the Service Track, Functional Consultant, BA and Developer.
Tasks: The Development phase focused on building the solution in Salesforce. The areas I developed, and
tested, covered Case Management, Entitlements and SLAs, Service Contracts and Quotes. I also automated
several processes and made them scalable for FOSS to gradually expand into 28 countries. In all I worked
with functionality from the Service Cloud, Field Service Lightning, Salesforce CPQ and Sales Cloud.
Certifications
Local Availability
Only available for remote work
