Katie D

Senior Business Analyst

Renewal by Andersen

Oct 2025 - Current (1 year 1 month)

• Partner with stakeholders across Order Management to gather, analyze, and document business requirements for Salesforce and proprietary platforms
• Translate business needs into functional and technical specifications, ensuring alignment with system capabilities and business goals
• Lead workshops and discovery sessions to capture end-to-end order management processes and identify optimization opportunities
• Collaborate with development teams to design and deliver system enhancements, integrations, and workflow improvements
• Create user stories, acceptance criteria, and process flows to support agile delivery within two Order Management teams
• Conduct impact analysis on system changes, ensuring minimal disrupti

Sr. Business Analyst

Renewal by Andersen

Oct 2024 - Current (2 years 1 month)

Business System Analyst

Charles Schwab

Jan 2024 - Current (2 years 10 months)

• Business Systems Analyst and Product Analyst for Charles Schwab
• Collaborate within different teams to determine best practices for projects within the digital rep services
• Write business requirements for feature enhancements, analysis, and defects (bugs) within Salesforce
• Work closely with the Product Owner with PI Planning and business goals
• Continuous grooming of stories and backlog to ensure stories are in order and our tech team understands the ask of each story
• Identify problems and collaborate with the tech lead, PO, business stakeholders, etc.to come up with solutions
• Use my background in Administration t

Business Analyst

Charles Schwab

Jan 2024 - Current (2 years 10 months)

F

Fashion Stylist

Aug 2023 - Current (3 years 3 months)

Katie DeLuna is a Chicago-based wardrobe stylist with experience spanning editorial, commercial, and on-camera styling. Known for her collaborative spirit and detail-driven approach, she blends fashion, storytelling, and cultural influence into every project. With a background in fashion merchandising from Columbia College Chicago, Katie began her career styling editorials and creative shoots throughout the city. Her work has been featured on the cover of Vous Magazine (Sept 2024), Imbued Magazine (Spring 2025), and in a live TV segment on WGN TV for Lollapalooza festival fashion. She is passionate about curating wardrobe narratives that are not only stylish, but emotionally resonant and on-brand. Katie thrives in fast-paced environments—le

Product Analyst

Charles Schwab

Jan 2024 - Aug 2024 (8 months)

Salesforce Developer

Wolters Kluwer

Oct 2021 - Jul 2023 (1 year 10 months)

• Business Analyst/Product Manager/Manager/Sr. Salesforce Engineer for the SFDC platform of over 1000 internal users
• Analyzed the business needs of our internal customers to help enhance our use of Salesforce, while building trust and relationships throughout the organization.
• SME for Salesforce.com.
• Responsible for configuration, design, functionality, and end user support.
• Configured and maintained custom objects, record types, fields, flows, workflows, process builders, validation rules, and more.
• Point of contact for Admin team and escalations.
• Developed knowledge transfer.
• Assisted in implement

Sr. Engineer - Salesforce Administrator

Wolters Kluwer

Oct 2021 - Jun 2023 (1 year 9 months)

Salesforce Administrator

Enfusion (Now CWAN)

Dec 2020 - Oct 2021 (11 months)

Salesforce Administrator

Enfusion (Now CWAN)

Dec 2020 - Oct 2021 (11 months)

• BA/PM/Sr. Admin/Manager for the SFDC platform of over 130 internal users
• Managed outsourced consultants.
• Managed team of internal admins, as well as offshore admins and devs.
• Analyzed the business needs of our internal customers to help enhance our use of Salesforce, while building trust and relationships throughout the organization.
• SME for Salesforce.com.
• Responsible for configuration, design, functionality, and end user support
• Configured and maintained custom objects, record types, fields, flows, workflows, process builders, validation rules, and more.
• Established change control procedures.

J

Information Technology Supervisor

JLL Residential Development Germany

Aug 2020 - Dec 2020 (5 months)

• BA and data migration for Salesforce transition to Yardi Retail Manager (CRM)

Salesforce Manager

JLL

Aug 2020 - Dec 2020 (5 months)

S

Salesforce Manager

Mar 2020 - Dec 2020 (10 months)

I

Information Technology Supervisor

Mar 2020 - Aug 2020 (6 months)

• Furloughed (COVID) on April 1, 2020 - one week of work.

Salesforce Manager

ShowingTime

Jun 2018 - Mar 2020 (1 year 10 months)

Information Technology Supervisor

ShowingTime

May 2018 - Mar 2020 (1 year 11 months)

• Acting as the sole BA/PM/Admin/Team Lead for the SFDC platform of over 130 internal users
• Manage outsourced consultants, as well as a full time SFDC developer and temporary BA
• Manage our unlimited SFDC edition platform, along with one developer
• Analyze the business needs of our internal/external customers to help enhance our use of Salesforce, while building trust and relationships throughout the organization
• Eliminate bad practices that were implemented by the company before my time over the past 13 years (12 unqualified system admins built the platform before I started; removed admin access by evaluating their true business needs and granted them appropriate access) and continue to implement best practices in

Salesforce Administrator

Relativity

Jan 2016 - May 2018 (2 years 5 months)

• On a team of 13 devoted to enhancing our Salesforce Platform and supporting over 600 users.
• One of three SFDC trainers for Onboarding.
• Worked with Stakeholders to complete both smaller and major projects.
• On a rotating schedule to support our users after hours.
• Worked in a highly customized platform, with over 500 custom objects.
• Monitored and worked on our Case Queue for all types of Salesforce related tasks.
• Helped implement Steelbrick/CPQ.

Salesforce Administrator - Consultant

CME Group

Jun 2015 - Jan 2016 (8 months)

One of four Certified Salesforce Administrators for the entire global organization, supporting over 500 Salesforce users. Create Salesforce process documentation for the admin team, along with documentation for our end users. Conduct training for all of our US users, which is approximately 75% of the user base. Use native Salesforce Case management to complete tasks assigned by users, stakeholders, and self-assigned projects. Create and modify workflow rules, reports, custom record types, profiles, fields, etc. to ensure that we have the proper business model for each department. Create all new processes in the sandbox and perform extensive testing before deploying into production (via change sets) - which significantly decreases bugs or ov

Salesforce Administrator

CHICAGO MERCANTILE EXCHANGE

Jun 2015 - Dec 2015 (7 months)

• One of four Certified Salesforce Administrators for the entire global organization, supporting over 500 Salesforce users.
• Create Salesforce process documentation for the admin team, along with documentation for our end users.
• Conduct training for all of our US users, which is approximately 75% of the user base.
• Use native Salesforce Case management to complete tasks assigned by users, stakeholders, and self-assigned projects.
• Create and modify workflow rules, reports, custom record types, profiles, fields, etc. to ensure that we have the proper business model for each department.
• Create all new processes in the sandbox and perform extensive testing before deploying into production (via change sets) - whi

S

Salesforce Administrator

Apr 2014 - May 2015 (1 year 2 months)

• Re-implemented the Salesforce.com platform for the OptionsCity Organization.
• Worked closely with the VP of Sales to resolve Sales Processes, including Monthly Recurring Revenue, Non-Recurring Revenue reporting, Approval Processes, Finance integration, Round Robin rules to evenly distribute leads, Validation Rules for Sobjects, etc.
• Provided automation for Customer Service, such as assisting in creating Apex Classes and Triggers to integrate with the JIRA web service.
• Automated emails to C-Level executives to inform of untouched Leads, Cases, and Opportunities.
• Created Dashboards for the Sales Team and the Board to ove

S

Salesforce Administrator/Architect

Apr 2014 - May 2015 (1 year 2 months)

Re-implemented the Salesforce.com platform for the OptionsCity Organization. Worked closely with the VP of Sales to resolve Sales Processes, including MRR and NRR reporting, Approval Processes, Finance integration, Round Robin rules to evenly distribute leads, Validation Rules for Sobjects, etc. Provided automation for Customer Service, such as assisting in creating Apex Classes and Triggers to integrate with the JIRA webservice. Automated emails to C-Level executives to inform of untouched Leads, Cases, and Opportunities. Created Dashboards for the Sales Team and the Board to oversee how the business is doing for the Quarter and Year. Integrated

Information Technology Supervisor

George Street Photo & Video

May 2013 - Apr 2014 (1 year)

• Managed and supported the entire Salesforce.com platform for an innovative and fast-paced wedding photography and videography studio.
• Managed and supported integrated applications such as InsideSales.com, Pardot, Email to Case Premium, Docusign, and Geopointe - as well our Salesforce Customer Portal and Salesforce Talent Portal.
• Acted as a liaison between Stakeholders, as well as department directors, to test, implement and support existing and new processes.
• Point of contact for all Salesforce related questions and issues - suppo

Salesforce Manager

George Street Photo & Video

May 2013 - Apr 2014 (1 year)

Managed and supportd the entire Salesforce.com platform for an innovative and fact-paced wedding photography and videography studio. Managed and supported integrated applications such as InsideSales.com, Pardot, Email to Case Premium, Docusign, and Geopointe - as well our Salesforce Customer Portal and Salesforce Talent Portal. Acted as a liaison between Stakeholders, as well as department directors, to test, implement and support existing and new processes. Point of contact for all Salesforce related questions and issues - supporting over 80 internal e

Salesforce Administrator

Analyte Health

Nov 2011 - Jan 2013 (1 year 3 months)

Planned and implemented Salesforce.com from the ground up at Analyte Health. Created, customized and managed data within Salesforce, including Fields, Cases, Queues, Validation Rules, Visualforce Pages, and Users. Created custom Salesforce reports, including lifecycle reports, quality assurance reports and dashboards. Worked closely with our Technology team to plan integration with custom APIs and ensure successful deployment of Salesforce developments. Created and planned feature enhancements to our service, and communicated releases within the organization. Provided detailed, up-to-date training documentation and processes for customer service t

Salesforce Administrator - Product Manager

Analyte Health

Mar 2011 - Jan 2013 (1 year 11 months)

Planned and implemented Salesforce.com from the ground up at Analyte Health. Created, customized and managed data within Salesforce, including Fields, Cases, Queues, Validation Rules, Visualforce Pages, and Users. Created custom Salesforce reports, including lifecycle reports, quality assurance reports and dashboards. Worked closely with our Technology team to plan integration with custom APIs and ensure successful deployment of Salesforce developments. Created and planned feature enhancements to our service, and communicated releases within the organization Provided detailed, up-to-date training documentation and processes for customer service te

Account Manager

Cars Commerce

Aug 2010 - Mar 2011 (8 months)

C

Affiliate Account Manager

Classified Ventures/Cars.com

May 2008 - Aug 2010 (2 years 4 months)

Handled all in-bound customer service and technical assistance phone calls and e-mails from dealers and sales reps in the assigned market. Initiated contact with new dealers, as well as maintained positive relationships with dealers and sales reps. Created dynamic presentations of report data for sales reps to use in dealer-facing presentations. Provided customized reporting for each market as directed by the sales rep and management team. Provided training to new dealers and sales reps in the assigned market on an as-needed basis. Assisted in online ad merchandising. Traveled to market to meet and interact with dealers and sales reps face-to-face.

A

Senior Customer Care Representative

AOL Music Now

May 2004 - Apr 2007 (3 years)

Assisted with online customer knowledgebase. Answered Tier III technical issues via phone and email. Acted as the liaison between Marketing and Customer Care. Performed weekly billing analysis. Created templates for Customer Care responses.

Assistant Manager, Men’s Department

Saks Fifth Avenue

Sep 2003 - Jan 2004 (5 months)

Managed sales associates in the Mens’ Accessories Department. Purchased inventory and consolidated stock on sales floor. Led daily meetings with Sales Associates. Performed monthly reviews of Sales Associates.

C

Team Lead

CARSON PIRIE SCOTT

Jan 2001 - Jan 2003 (2 years 1 month)

Cashier, updated stock, updated inventory, customer service, was in charge of and implemented a Prom fashion show for the store, styled mannequins.

About

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Katie D

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