Shubhi Srivastava

WORK HISTORY

EDUCATION

ABOUT SHUBHI SRIVASTAVA

I’m a Senior Salesforce CRM Business Analyst with 7+ years of experience delivering large-scale CRM and digital transformation programs across BFSI, Insurance, and Banking.I specialise in leading end-to-end Salesforce implementations across Sales Cloud, Service Cloud, Financial Services Cloud, Experience Cloud, and Data Cloud — covering complex journeys such as lead management, customer onboarding, KYC, policy issuance, payments, integrations, reporting, and automation. I work closely with business stakeholders, architects, and delivery teams to translate business needs into scalable, compliant, and user-friendly solutions.What sets me apart is my ability to balance business objectives with Salesforce best practices — driving adoption, reducing turnaround time, improving data quality, and enabling measurable business outcomes. I enjoy solving real-world problems, simplifying processes, and building CRM solutions that actually work for users.Below is my roles and responsibilities as a Business Analyst -BUSINESS ANALYSISElicit & Translate Business requirement to User Stories\\BRD\\FRD\\SRS.Conduct Gap Analysis\\Scope Analysis\\Impact Analysis on Business Process using techniques like use case diagrams (UML)\\ Context Diagram (Data Flow Modelling)\\ BPMN (process modelling)\\Flow charts.Conduct AS-IS and TO-BE Analysis and suggest Fit for Business Solutions by designing a Change Strategy.Organize & Lead Requirement Gathering (Elicitation) meetings using techniques like Interviews, Questionnaires, Interface Analysis, Document Analysis, Brainstorming Sessions and Focus Group Discussions.Prioritize Requirements using MOSCOW and Business Value methods.Deliver Requirement documents like BRD\\FRD\\SRS\\Use Case\\Process Flow\\Change Requests\\SRS\\ Traceability Matrix\\Mind Maps.Communicate clients business requriements by constructing easy to understand data and process models.Involved in creating wire-frames and mock ups for the system.Verification\\Validation of requirements to ensure they deliver business value by conducting various Reviews and workshops with clients. Performed quality assurance (functional testing) and user acceptance testing facilitating on-time, on-budget and acclaimed “go-live” of the application.Also, hands on experience on implementing Salesforce CRM. Doing customization that includes custom objects, fields, automation as per business processes. Actively participated in data migration using data loader for our clients.