Preyas Pradhan
Business System Analyst Scrum Master @Questrade Financial Group
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WORK HISTORY
Business System Analyst Scrum Master @Questrade Financial Group
Toronto, ON, CA
Project: Lead Journey Optimization & Salesforce MigrationOverview:Designed and implemented a proof of concept for an end-to-end lead journey process to optimize lead conversion rates and improve sales operations across multiple lines of business (LOBs). Led the migration from Salesforce Service Cloud to Financial Services Cloud (FSC), leveraging out-of-the-box features for seamless onboarding of new LOBs.Key Responsibilities:Stakeholder Consultation:Collaborated with business, operations, and product teams to define and document requirements for Salesforce UI/UX enhancements and convert them with user stories, ensuring alignment with organisational goals.Lead Journey Analysis & Design:Led interviews with sales, marketing, and operations stakeholders (brokerage, asset management, mortgage, insurance) to design a lead nurturing solution tailored to business needs.Enterprise Architecture & Multi-LOB Solution:Partnered with Solution Architects and developers to design an enterprise-wide architecture for multi-LOB lead nurturing, aligning with organizational sales and marketing strategies.Business Solution Assessment:Assessed various business solutions (RPA, Salesforce, Google Forms, DocuSign, JIRA, LMS360, Crystal AI) to identify process improvement and integration opportunities.Salesforce (CRM) Migration:Led the migration from Service Cloud to Financial Services Cloud, ensuring minimal disruption and a seamless transition for all teams.Reporting & Data Integration:Developed custom Salesforce reports for brokerage and mortgage teams. Integrated Jira data with Looker Studio via BigQuery for real-time KPIs and metrics for agile scrum teams.Key Technologies:Salesforce (FSC & SC)Automation Tools: UiPath, Rest APIsCloud Applications: DocuSign, LMS360, Crystal AIData Integration: Looker Studio, BigQuery, Jira CloudAgile Frameworks: Scrum, SAFeCollaboration Tools: Miro, Confluence
EDUCATION
KJ Somaiya College of Engineering, Vidyavihar
Bachelor's degree
ABOUT PREYAS PRADHAN
As a seasoned Business Analyst-Salesforce with over 6 years of experience, my expertise lies in driving strategic Salesforce initiatives and managing complex projects to optimize business processes. My proficiency spans comprehensive stakeholder consultations, lead journey analysis and design, enterprise architecture development, and business solution assessment.My record speaks for itself. On a recent project, I led the migration from Service Cloud to Financial Services Cloud, minimizing disruption and enabling seamless team transitions. I also designed an end-to-end lead journey process that significantly improved conversion rates across multiple lines of business. Not only am I adept at Salesforce, but my experience extends to other technologies like UiPath, SQL, Python DocuSign, LMS360, Crystal AI, Looker Studio, BigQuery, Jira Cloud amongst others.Beyond these accomplishments, I pride myself on my ability to bridge the gap between technical and non-technical stakeholders. My strong communication skills have enabled me to effectively collaborate with teams across various departments — from sales and marketing to product development and operations — ensuring alignment with organizational goals. I excel in agile project management—coordinating teams and tracking metrics for maximum efficiency. My passion for driving improvements through technology has consistently led to tangible results: streamlined operations, improved sales performance, enhanced customer engagement.If you\'re looking for someone who can leverage Salesforce to transform your business processes while fostering cross-functional collaboration and achieving measurable outcomes—I\'m your person! Let\'s chat more about how we can drive your organizational goals forward together.
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