Dabby S.
Salesforce Administrator/Business Analyst | Certified PSM & PSPO | Certified Salesforce Admin | IIBA - CCBA Trained | Trailhead Ranger
- Role
- Salesforce Administrator Business Analyst at Capital One
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Dabby S.
Over 5+years of IT experience in CRM - Salesforce.com as Business Analyst and other…
Experience
Salesforce Administrator Business Analyst
May 2021 — Present · Manhattan, NY, US
Led the implementation of Salesforce Financial Cloud at Capital One, leveraging deep expertise in the platform\'s capabilities to streamline financial operations and enhance client relationship management. Collaborated with cross-functional teams to customize the platform according to the unique requirements of the organization, ensuring seamless integration with existing systems and processes-Led the implementation of Salesforce Financial Service Cloud, configuring it to meet the specific needs and requirements of Capital One\'s financial services division-Customized standard Salesforce functionalities to tailor them to the unique workflows and processes within the financial services sector-Implemented Scale Service tool within Salesforce Financial Service Cloud to streamline and automate various service processes, resulting in increased efficiency and reduced response times for client inquiries-Conducted thorough analysis of existing service workflows and identified areas for improvement, leveraging Scale Service capabilities to enhance service delivery-Enhanced Streamline Onboarding tool within Salesforce Financial Service Cloud to simplify client onboarding processes and ensure regulatory compliance-Collaborated with cross-functional teams to gather requirements and design a seamless onboarding experience for new clients, leveraging Streamline Onboarding features and integrations-Developed and executed personalized client engagement strategies using Salesforce Financial Service Cloud\'s personalized engagement capabilities-Utilized data-driven insights to segment client base and deliver targeted communications and offerings, resulting in improved client satisfaction and retention rates-Managed pricing models and strategies within Salesforce Financial Service Cloud to optimize revenue generation while maintaining competitiveness in the financial services market.
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