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Functional Consultant
Location Nagpur
Total Views74
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Member since30+ Days ago
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Contact Details
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Candidate Information
  • User Experience
    Experience 7 Year
  • Cost
    Hourly Rate$9
  • availability
  • work from
    Work FromOffsite
  • check list
    CategoryInformation Technology & Services
  • back in time
    Last Active OnJune 10, 2024
Key Skills
Template TaggingDocuments Generation WorkflowEsignature

Professional Experience

● Jan 2019 - Current - Freelancing CLM Functional Consultant (DocuSign, DocuSign eSignature, Icertis, Malbek)

 Working as End to End CLM configurator for small scale businesses.

 Create Requirement gathering session to collect requirements of the project.

 Develop and deliver demo and end user training for potential clients to assist with the adoption of the solution.

Create Intake forms, User groups, Email Notifications, Reminders, Approval rules and manage complex workflows.

 Create test scripts for clients to understand design of CLM tool.

 Integrate CLM tools with Salsforce.

● July 2018 to Jan 2019 –Functional Consultant | Scopewit. (DocuSign, DocuSign eSignature)

 Managed relationships with high-profile clients and gather, refine and document business requirements

 Working with management and end-users to design intake forms and create and manage complex workflow on (DocuSign, DocuSign eSignature)

 Create test scripts for clients to understand design of CLM tool.

 Train users on CLM tools.

● June 2017 to July 2018 - Salesforce Administrator | Scopewit.

 Designed scripts to clean data before migration to the Salesforce cloud ecosystem.

 Created and maintained user profiles, workflows, dashboards on Salesforce and other CRM software.

 Set permissions for users using Object-Level and Field-Level security best practices.

 Implemented solutions to resolve system errors and data issues to avoid downstream effects on marketing or sales teams.

● December 2016 to June 2017 – Software Developer Intern | Scopewit.

 Supported Scopwit’s testing and engineering processes.

 Confirmed that completed software met client requirements.

 Completed maintenance on existing programs.

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