Open to opportunities

Obie Daniel

@obiedaniel

Message

Senior Business Analyst bridging Salesforce CRM needs and engineering delivery in Agile teams.

Canada

Message

What I'm looking for

I’m open to remote work within Canada, and I’m looking for a team where I can drive end-to-end Salesforce CRM and case management delivery—bridging stakeholders and engineers in Agile, with strong testing, training, and change management.

I’m an accomplished, results-oriented Senior Business Analyst and Salesforce professional with over 7 years of deep IM/IT experience driving end-to-end CRM implementations, case management systems, and cloud solutions. I specialize in bridging business stakeholders and technical engineering teams within Agile frameworks.

In public-sector health and social services, I elicit complex requirements, coordinate collaborative workshops, and author user stories with clear acceptance criteria. I ensure high-quality delivery through robust testing (RTM, UAT) and by developing training material that supports adoption.

Most recently, I coordinated requirements-gathering workshops at Provincial Health Services Authority (PHSA), formulated HealthCloud and case management configurations for a 100+ user environment, and maintained end-to-end Requirements Traceability Matrix (RTM) through deployment. I also design and automate To-Be workflows using Salesforce Flows and custom objects, while leading UAT and change management to resolve defects pre-launch.

Experience

Work history, roles, and key accomplishments

Current

Senior Salesforce Business Analyst

Current

Provincial Health Services Authority (PHSA)

Oct 2022 - Present (3 years 9 months)

Coordinated structured requirements workshops and translated public health needs into Jira/Confluence user stories. Configured Salesforce HealthCloud and case management, supported RTM-to-UAT testing and traceability, and delivered training materials to drive 90% user adoption.

User Stories Acceptance Criteria Jira Confluence Case Management Advanced Flows Custom Objects User Acceptance Testing (UAT)Test Data Requirements Technical Documentation Training Materials

Experience Cloud Administrator/Analyst

Semtech

Nov 2021 - Oct 2022 (11 months)

Partnered with stakeholders to elicit requirements and enhance Salesforce Experience Cloud portal workflows. Built and automated service lifecycles using Salesforce Flows/Process Builder within Agile delivery processes tracked in Jira.

Elicit Requirements Jira Agile Delivery Salesforce Flows Workflow Design

Salesforce Consultant

Brightmark Inc.

Aug 2021 - Nov 2021 (3 months)

Liaised between business units and engineering teams to translate operational goals into clear functional specifications for CRM implementations. Modeled data migration solutions using Data Loader and REST APIs to optimize lead-to-cash flows and improve process efficiency.

CRM Solutions Business Transformation Data Migration Data Loader REST APIs Data Modeling

Salesforce Administrator/Analyst

Manifest & Company Inc.

Sep 2019 - Jan 2021 (1 year 4 months)

Managed a 5,000+ user Salesforce org, gathering feedback and optimizing Sales Cloud configurations to improve data quality. Built complex reporting dashboards and automated cross-system data updates using APIs and Data Loader to reduce manual reporting errors.

Salesforce Administration Sales Cloud Data Quality Dashboard And Reports Executive Reporting APIs Data Loader Cross System Data