Amrita Gupta

Salesforce Business Analyst at City National Bank

Role
Salesforce Business Analyst at City National Bank
Location
Richmond, VA, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Amrita Gupta

Certified Salesforce Business Analyst and Administrator with 7+ years of experience across Banking, Automotive, Healthcare, and Ecommerce sectors. Adept at managing full Salesforce project lifecycles from planning, requirement gathering, analysis, design, development, testing to production support. Proven expertise in applying SFDC concepts and Agile methodologies to optimize business processes. Skilled in strategic thinking, data management, problem-solving, and stakeholder engagement to drive successful outcome in dynamic environments.

Experience

  1. Salesforce Business Analyst

    City National Bank

    May 2021 — Present · Richmond, VA, US

    Leading requirement-gathering sessions with clients to determine project requirements and documenting current and future business processes to understand the business strategy and recommend technology solutions that meet a business unit\'s overall vision.• Collaborating regularly with technical leads, salesforce developers, and integration developers on functional requirements to implement custom extensions or application integrations to satisfy business requirements when needed.• Managing business security requirements through Organization-Wide Defaults(OWD) settings, profiles, roles, role hierarchy, permission sets, groups, field-level security, and sharing rules.• Performing Salesforce Admin tasks including configuration of the Approval process, custom objects/ fields, user setup, user account maintenance, platform development, process automation using flows, email alerts, web-to-case, email-to-case, workflow rule, classic email templates, API Integration, 3rd party application Integration.• Preparing project-related documents including training courses, job aids, flow diagrams, BDR, root cause analysis reports, use case diagrams, benefit decks, and other project-related artifacts.• Writing user stories, grooming them to prioritize for the next sprint, and logging enhancements and changes request to fulfill the business requirements.• Developing and analyzing As Is to be Business Processes.• Writing Test Plans / Test Scripts and performing UAT regression unit testing and smoke testing also leading meetings with clients including System Demos, UAT Kickoff sessions, and end-user training.

Education

  • Makhanlal Chaturvedi National University of Journalism and Communication, Bhopal

    Bachelor's degree, Bachelor of Computer Application

    2006 — 2009

  • Campbellsville University

    Master of Science - MS, Information Technology Management

    2019 — 2020

  • Devi Ahilya Vishwavidyalaya

    Master’s Degree, Master Of Computer Application

    2010 — 2013

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