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Expérience professionnelle
Nov 2022 -
Jan 2025
Salesforce Senior Functional Consultant
Comforth EasyFront (Part of Magellan Partners Group)
Salesforce Senior Business Analyst - 6 months
Development from scratch of an internal tool on Salesforce with extensive customization for a player in the French Energy Market for the
management of their Energy Saving Certificate Business.
✔️Tool configuration
Custom objects, fields, record type, layouts, compact layout, path, duplicate rule...
Validation rules
Implementation of complex Auto-launch/triggered/screenflow
✔️ Test stream Lead
Writing Users acceptances criterias
Users tests moniroting
Defects/Evolutions analysis
Evolutions priorisations and estimations
✔️ Change management
Client support
In-app guidance configuration
Demonstration
2018-2019 • Grenoble Ecole de Management
Double degree Grande Ecole program
2015-2018 • CY Tech
IT/Math engineering degree option Fintech
A B O U T M E
As a Salesforce Functional Consultant with extensive
experience across multiple organizations, I bring deep
expertise to address my clients' diverse needs.
I am use to work with various stakeholders, therefore
easily adapting my speech to suit each audience.
My strong project management skills enable me to handle
unexpected challenges seamlessly, ensuring successful
project execution and delivery.
C H R I S T O P H E P H A N
E X P E R I E N C E
29 y.o • +336 77 10 83 11 • ******** • Paris
S A L E S F O R C E S E N I O R F U N C T I O N A L C O N S U L T A N T
Salesforce Senior Functional Consultant
Comforth EasyFront (Part of Magellan Partners Group)
Salesforce Senior Business Analyst - Sales Teamlead - 4 months
Integration of one of Magellan Partners' division from a different CRM system, including the migration of key objects such as Account, Contact,
Opportunity, Quote, Order, Product, and Lead, and accommodating approximately 90 users.
✔️ Requirement gathering and backlog management
Preparation and facilitation of business workshops
Writing and management of Users stories
Defects/Evolution analysis
✔️Tool configuration
Custom fields, layouts, compact layout, path, duplicate rule... Around standard objects.
Validation rules
Implementation of complex Auto-launch/triggered/screenflow
Nov 2022 -
Jan 2025
Available from January 2025 - full-time
Approval process
Carbon.io template definition.
✔️ Data migration
Datamapping/transformation definition
Impact analysis
Migration through Salesforce Inspector using Excel files made with Python script based on
the datamapping/transformation validated by the client.
✔️ Change Management
Client support
In-app guidance configuration
Demonstration
Weekly Hypercare meeting
Salesforce Senior Business Analyst/Salesforce Administrator - 8 months
Third party maintenance application as a Salesforce Administrator for a major French private healthcare provider. My client tool was mostly
using Email-to-case and automation around it. There was an Internal Administrator and I was helping him as he was not a Salesforce expert.
Little project during the TMA with extensive customization for the internal management of their provider and a portal for their provider.
✔️ Client support
End user and Administrator support (Salesforce feature explanation mostly)
“Defect”/Evolution analysis (Not really defect as there was no functional requirement most
of the time).
✔️Tool configuration
Custom objects, fields, record type, layouts, compact layout, path, duplicate rule, Portal...
Validation rules
Implementation of triggered/screenflow
Salesforce Senior Business Analyst/Salesforce Administrator - 2 years
Global multi-specialist asset management firm
Third party maintenance application as a Salesforce Administrator for a global multi-specialist asset management firm. My client tool was a
custom tool for the management of their ProxyVoting and Engagement activities. About 15 regular users, daily integration with multiple system
and many complex automation to maintain.
✔️ Client support
End user support
Defect/Evolution analysis, including Apex debugging and analysis with upstream systemwhen required
✔️Tool configuration/Evolution
Requirement gathering and functional specification writing.
Custom objects, fields, record type, layouts, compact layout, path, duplicate rule...
Validation rules
Implementation of complex triggered/screenflow and simple Apex algorithm
Nov 2019 -
Nov 2022
Senior Functional Consultant
Accenture - Financial Services
Service Delivery Manager - 9 months
German Multinational Financial Services Company
Within the IT Service department, I was entrusted with a new position at a program level that is responsible for the quality of delivery
(Project and run) of the company. Was working daily with the Head of Data and the head of “Transverse” to ensure the quality of all their
projects and maintenance
✔️ Service Delivery Quality
Creation a new steering committee within the IT Department with the objective to control
the Data and Transversal business unit service delivery quality.
Budget control, internal “audit” and optimization of the budget for the Data and Transversal
Business Unit.
Controlling that business needs were aligned with the IT roadmap strategy of the group.
Recurrent steering comittee to control the risk within the major projects (Budget, technical,
ressources risks...) and that SLAs were respected for the run aspect.
Senior Business Analyst - ETL/Reporting Team Lead - 9 months
Multinational Automotive Group
Project in simili-agile method to integrate an information system to manage warranty extension for second-hand car. Team lead for the scope
ETL/Reporting. I was working with 6 developpers and 1 Business Analyst.
✔️ Business needs gathering
Workshop to gather business needs for the reporting scope.
Reporting mockup design through Excel to validate the right understanding of needs.
User stories redaction
Estimation for new evolution requirement and change request .
✔️ Reporting Stream Managemennt
Steering and monitoring of the development performed by the technical team.
Topics priorisation.
Synchronisation with others stream lead to coordinate transversal development
✔️ Client support
Defect/Evolution analysis.
Test case scenario redaction.
Supporting the client test with mass import data and sql query for the reconciliation.
Business Analyst - 4 months
French Multinational Universal Bank
Project in agile method to integrate a post trading information system for the bank. Business analyst within the reconciliation team and OTC
trade team. I was working with 1 Senior Business Analyst and 2 developpers.
✔️ Business needs gathering
Workshop to gather business needs for the OTC Trades scope.
User stories redaction
Estimation for new evolution requirement and change request .
✔️ Client support
Defect/Evolution analysis.
Supporting the client test with the configuration of a reconciliation tool to compare and
detect differences between all orders within the old and new information system.
Business Analyst - 9 months
French multinational universal bank - Leasing Subsidiaries
Framing phase for a project in V-methodology to integrate a new leasing information system for the bank. Business analyst within the
reconciliation team and OTC trade team. I was working with 1 Senior Business Analyst and 2 developpers.
✔️ Business needs gathering
Requirement gathering through workshop with business and IT Team and Legacy system
analysis for the KYC process and contrat creation process.
Functional specification redaction on word (Document including Sequence Diagram,
Workflow, Data Mapping, Data transformation, transcoding, definition... to help for the
estimate)
«Decision file » redaction (Powerpoint presenting integration scenarios with
recommandations.)
sept 2017-
sept 2018
Data/Business analyst
Societe Generale Corporate and Investment Banking - CORI/COO
Apprenticeship in the support team for Key account Banker, in charge of the analysis and optimisation of business performance of the
Bankers sales teams.
✔️ Data analysis
Data extract through SQL and SAP Business Object and restitution through Dahsboard
for ad hoc requirement
Weekly reporting monitoring
Bankers client portfolio analysis with Python
✔️ Business analyst
Business needs requirement for an internal compliance tool.
User stories redaction.
Testing for the compliance tool.