BD/RD Allocation

Role: Business Analyst

Duration: 9 weeks

Team Size: 5 cross-functional support

Tools Used: JIRA, Salesforce, Microsoft Office, QA Tools

Overview

Led an initiative to update Salesforce logic for the accurate allocation of split commissions between Business Development (BD) and Relationship Development (RD) associates. This enhancement improved the accounting team’s ability to produce precise commission reporting.

Project Responsibilities

• Collected and documented business requirements from the accounting team to understand needs and success criteria.

• Facilitated communication between stakeholders and Salesforce developers, ensuring clear alignment on the updated logic.

• Created mockups and functional specifications to guide development efforts and ensure consistency.

• Performed quality assurance checks post-development to validate functionality and accuracy before deployment.

Outcome: The outcome of the project was successful, as we were able to enhance the reporting system for the accounting team, enabling more accurate allocation of split commissions between Business Development (BD) and Relationship Development (RD) associates. The accuracy level of reporting rose by 30%.