Requirements Management, Wealth Management, Product Management, Business Analysis, Agile Delivery

Requirements Gathering, Agile delivery practices, Salesforce, Stakeholder Management, Analytical Skills

Quote-to-Cash (QTC processes, Salesforce Cpq, Requirements Gathering, Data Migration, Salesforce Billing, Revenue recognition processes, Salesforce Business Analysis, Project planning and scope coordination, Salesforce CPQ Revenue Cloud, APIs and middleware integrations, Solution Definition

Apis, Rest Apis, B2B SaaS, Process Mapping

Figma, Excel, Waterfall methodologies, Word, Proficiency in business documentation and process mapping tools, Visio

Coding, Use cases, Requirements Gathering, User Stories, Process Analysis, revenue cycle processes, RCM software, Insurance Claims, Business process models, Billing, Reimbursement methodologies, Payer relationships

Validation Rules, data migrations to and from Salesforce, reengineering, dynamic forms, Agile or Hybrid-Agile methodology, declarative automation features of Salesforce, Salesforce Lightning Flow Builder, advanced formulas, business process definition, Process Mapping, AI tools, Salesforce, writing Epics and user stories, low-code features of Salesforce Lightning Experience