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Syed Azfar Ali

Salesforce Functional Consultant | Technical Business Analyst

TECHNICAL PROFICIENCIES

  • Salesforce Capabilities
    • Sales Cloud
    • Service Cloud
    • Experience/Community Cloud
    • Health Cloud (Provider Relationship Management)
    • Public Sector Solutions
  • Salesforce Platform 
    • Data Modelling
    • Process Automations
    • Access & Data Security
    • Reporting & Analytics
    • Apex Data Loader
  • Query Languages
    • SQL
    • SOQL (Salesforce)
  • SDLC Methodologies
    • Scrum
    • Kanban
  • Project Tracking / Collaboration Tools
    • JIRA / Confluence
    • Slack
    • Basecamp
  • Mockup/Wireframing Tools
    • Axure RP
    • Proto.io
    • Balsamiq
  • API Testing Tool
    • Postman
  • MS Office Suite

CERTIFICATIONS

  • Salesforce Sharing & Visibility Architect
  • Salesforce Service Cloud Consultant
  • Salesforce Experience Cloud Consultant
  • Salesforce Business Analyst
  • Salesforce Administrator
  • Salesforce Manufacturing Cloud  Accredited Professional

Professional Projects

Tectonic, Salesforce Ventures Partner

  • Health Cloud - Provider Relationship Management Implementation for BCBSMA
  • Broker Commissions System Replacement with Salesforce Experience Cloud  for BCBSMA
  • Service Cloud Enhancements & Support for Boyne Resorts
  • Service Cloud Implementation for Seminole Hard Rock
  • Sales Ops Lightning Conversion for Chamberlain Group
  • Sales & Service Clouds Enhancements & Support for Lixil Water Technology Americas

Aware Services

  • Experience Cloud (Customer Community) Implementation at Queensland Urban Utilities

Abbott – Established Pharmaceuticals

  • WebEx Calls & Events – Offline Mobile App
  • Survey module – Salesforce & Offline Mobile App
  • Rep Triggered Email – Salesforce & Offline Mobile App
  • Trade module – Salesforce
  • Tender module – Salesforce
  • Group Call module – Salesforce
  • Order Management module – Salesforce

Abbott – Medical Device Divsion

  • Service Contract Management – Custom Application
  • Complaint Management Application – Custom Application
  • Sales Forecasting module – Salesforce
  • Account Strategic Planning module – Salesforce
  • Total Available Market (TAM) module – Salesforce
  • Knowledge Base module – Salesforce

PROFESSIONAL SUMMARY

Salesforce Functional Consultant and Technical Business Analyst with 8+ years of experience delivering CRM implementations, enhancements, and business applications across global organizations. Experienced in requirements discovery and analysis, stakeholder engagement, functional solution design, Salesforce configuration, testing and UAT, release coordination, data migration, and end-user training. Worked with global stakeholders across North America, Latin America, METAP, APAC, Russia/CIS regions with project experience spanning pharmaceuticals, healthcare, insurance, manufacturing, hospitality, utilities, and e-commerce.

CORE COMPETENCIES

  • Requirements Planning, Discovery & Analysis
  • Client Communication & Demonstrations
  • Client Servicing & Facilitation
  • Solution Designing
  • Data Modelling & Analysis
  • Gap & Impact Analysis
  • People Management
  • Project Delivery & Support
  • SDLC Documentations
    • User Stories & Acceptance Criteria
    • BRD / FRS / Training Decks
    • Traceability Matrices / Test Scripts
    • Prototypes / Wireframes
    • Data Migration Templates

Business Domains Served

  • Hospitality
  • Government/Utilities
  • Pharmaceuticals
  • Manufacturing
  • Rehabilitiation & Treatment Services
  • Medical Devices
  • E-Commerce
  • Medical Insurance

Professional EXPERIENCE

July 2022Present

Senior Functional Consultant – Salesforce

Tectonic, Salesforce Ventures Partner
  • Drive the entire project lifecycle from presales and scoping to timelines, estimations, and
    project execution.
  • Lead requirements discovery and analysis sessions with client stakeholders to identify business needs, assess existing processes, and define solution requirements.
  • Serve as the primary point of contact for client stakeholders, facilitating communication, and coordinating project activities.
  • Manage requirements backlogs, user stories, acceptance criteria, sprint planning, and release coordination in collaboration with business and technical teams.
  • Partner with technical team to translate functional requirements into scalable designs and implementation plans.
  • Configure Salesforce using custom objects, fields, record types, page layouts, validation rules, and Flow-based automation.
  • Lead functional validation, UAT coordination, release demonstrations, and end-user training to support solution quality and user adoption.
  • Support data migration activities, including data cleansing, mapping, loading, and validation.
March 2022June 2022

Functional Consultant – Salesforce

Aware Services (acquired by Merkle Australia)
  • Participate in requirements discovery, analysis, and solutioning.
  • Documentating Functional details of the projects.
  • Perform Configurations and Data Loading in Salesforce.
  • Lead quality assurance efforts.
  • Conduct sprint showcases and user trainings.
April 2021March 2022

Global Senior Consultant – Salesforce CRM

Abbott Laboratories, Established Pharmaceuticals Division
  • Partnered with global commercial business stakeholders across METAP, APAC, Russia/CIS, and Latin America to understand regional business priorities and translate them into technology enhancements.
  • Acted as a key liaison between global business stakeholders and vendor/internal technology teams, facilitating alignment between commercial requirements and technology delivery.
  • Supported the evolution of Salesforce CRM and an integrated offline mobile application used to support commercial and market-specific business activities.
  • Facilitated requirements discovery and analysis, translating business needs into functional specifications, user stories, and actionable delivery requirements.
  • Collaborated with technical teams during solution design, addressing technical constraints and exploring alternative approaches to meet business expectations.
  • Coordinated business engagement throughout the delivery lifecycle, including solution validation, functional testing, UAT, release documentation, and stakeholder demonstrations.
  • Supported global customer success activities by monitoring production issues, coordinating resolution with technical teams, and helping ensure service-level commitments were met.
  • Served as a point of contact for business data and analytics requirements, helping connect stakeholder information needs with technology capabilities.
  • Developed training materials and delivered remote training sessions to support business readiness and adoption across geographically distributed teams.
August 2019April 2021

Functional Consultant – Salesforce

Tectonic, Salesforce Ventures Partner
  • Participate in discovery sessions to gain an understanding of the client's current processes and technology in the CRM space.
  • Lead project communication with the client's stakeholders and liaison between project client stakeholders and technical team.
  • Prepare and groom the user stories & acceptance criteria and wireFrames/prototypes during the course of the implementation.
  • Align with the client-side stakeholders regarding requirements backlog and sprints & release planning. 
  • Participate in design sessions with Technical Architect in order to map functional requirements in solution design.
  • Conduct validation/testing of developed features and APIs (via Postman) with respect to requirements and responsible for delivering UAT. 
  • Demonstrate newly developed features to business stakeholders.
  • Prepare training materials and conduct the end-user training sessions remotely.
  • Manage change requests, perform gap and impact analysis, and estimate tasks.
January 2017July 2019

Functional Consultant – Business Applications & CRM

Business Solutions & Services (deployed to Abbott Laboratories)
  • Responsible for analyzing business requirements, implementing solutions, and supporting CRM Applications and Critical Business Systems for Abbott Pharmaceuticals and Point of Care divisions.
  • Participate in discovery sessions to define functional requirements, business cases, and UI specifications of new modules and/or new projects of Salesforce and business applications.
  • Prepare and maintain User Stories & Acceptance Criteria and URS/FRS.
  • Manage change requests and perform impact analysis.
  • Conduct Sprint/Stage review sessions with business stakeholders.
  • Validate developed features, prepare UAT scripts, and deliver UAT.
  • Conduct end-users Training sessions remotely and prepare Training decks.
    July 2016January 2017

    Junior Product Manager – Ops

    TCS E-Com (Yayvo.com)
    January 2016July 2016

    Junior Business Analyst – ERP

    CIS Pvt. Ltd.

    Education

    20112015

    Bachelor of Business Administration, Marketing

    Bahria University

    CGPA 3.52