Bhavik Patel
@bhavikpatel3
Senior Salesforce Business Analyst driving digital transformation, analytics, and scalable CRM solutions.
United StatesWhat I'm looking for
I am a Senior Salesforce Business Analyst with 9+ years delivering CRM solutions, data-driven insights, and process improvements across Agile and Waterfall environments. I bridge business needs and technical capabilities to increase adoption, efficiency, and customer success.
At The Cigna Group I led release management, built 50+ custom reports and executive dashboards, authored FRDs/BRDs across multiple projects, and improved process clarity by 25% through visualization and collaboration. I also design data migrations and interactive Tableau dashboards to support executive decision-making.
Previously I drove sandbox deployments, business transformation initiatives, and crafted community pages while leveraging SQL, Power BI, and advanced Excel. I hold multiple Salesforce certifications and a MS in Information Technology, and I focus on delivering scalable, secure integrations and measurable business outcomes.
Experience
Work history, roles, and key accomplishments
Sr. Salesforce Business Analyst
The Cigna Group
Jan 2021 - Present (4 years 8 months)
Led cross-functional Agile teams to manage Salesforce seasonal releases and delivery, built 50+ custom reports and executive dashboards, and drove process improvements that reduced stakeholder miscommunication by 25%.
Salesforce Business Analyst
Elevance Health
Sep 2017 - Dec 2020 (3 years 3 months)
Directed sandbox deployments and CRM requirement capture to implement Salesforce configurations and community pages, unifying financial reporting and improving reporting accuracy by 20%.
Business Analyst
ScienceSoft
Jan 2016 - Aug 2017 (1 year 7 months)
Configured Salesforce declarative features and authored 50+ FRDs to improve workflows and data quality, leading GAP analyses that boosted process streamlining by 25%.
Education
Degrees, certifications, and relevant coursework
UCUniversity of the Cumberlands
Master of Science, Information Technology
2021 - 2022
Completed a Master of Science in Information Technology focusing on applied IT practices and analytics from June 2021 to July 2022.
GUGujarat Technological University
Bachelor of Engineering, Mechanical Engineering
2010 - 2014
Completed a Bachelor of Mechanical Engineering degree from July 2010 to June 2014 with foundational engineering coursework and project experience.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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