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Syed Azfar Ali

Salesforce CRM Functional Consultant | Technical Business Analyst

PROFESSIONAL SUMMARY

Salesforce Functional Consultant and Technical Business Analyst with 8+ years of experience delivering CRM implementations, enhancements, and business applications delivery 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 & Presentation
  • Client Servicing & Facilitation
  • Solution Design
  • Gap & Impact Analysis
  • People Management
  • Data Analysis
  • 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 CRM

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 CRM

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
  • Collaborated with business stakeholders across METAP, APAC, Russia/CIS, and Latin America to define requirements for Salesforce CRM enhancements and an integrated offline mobile application.
  • Served as the liaison between global business stakeholders and technical delivery teams, translating business needs into functional requirements and actionable delivery plans and solutions.
  • Developed functional specifications, user stories, test scripts, release notes, and training materials to support the end-to-end delivery lifecycle.
  • Led functional testing, UAT, and remote training while supporting production issue resolution and service-level commitments.
  • Supported business data and analytics needs, coordinating with relevant teams to address reporting requirements and platform issues.
August 2019April 2021

Functional Consultant – Salesforce CRM

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 Pharma and Medical Device divisions.
  • Participate in discovery sessions to define functional requirements, business cases, and UI specifications of new modules and/or new projects of Salesforce, integrated offline Hybrid App, and Custom 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