Salesforce Project Lead

5 days ago


San Francisco, California, United States Compu-Vision Consulting Full time

Job Title: Business Analyst / Salesforce Trainer

Job Summary: As a Business Analyst / Salesforce Trainer at Compu-Vision Consulting, you will be responsible for analyzing CLIENT's business needs, documenting requirements, and translating them into technical specifications. You will collaborate with stakeholders, gather requirements, and work with the technical team to ensure project alignment with CLIENT goals. Additionally, you will develop and conduct training sessions for CLIENT staff, ensuring a smooth transition to enhanced Salesforce functionalities.

  • Conduct requirements-gathering sessions with CLIENT stakeholders to ensure a thorough understanding of their needs.
  • Document business processes and identify areas for improvement to optimize CLIENT's operations.
  • Create detailed technical specifications for the development team to ensure accurate implementation.
  • Conduct UAT and ensure solutions meet user expectations to guarantee a high-quality outcome.
  • Develop training materials, including user guides and tutorials, tailored to CLIENT needs to facilitate a successful transition.
  • Conduct hands-on training sessions, both virtually and on-site, to ensure CLIENT staff have the necessary skills to utilize Salesforce effectively.
  • Assess user proficiency and provide additional resources as needed to support CLIENT staff in their roles.
  • Gather feedback to improve training materials and methodologies to ensure continuous improvement.

Qualifications: Bachelor's degree in Business, IT, or related field. Minimum 5 years of experience as a Business Analyst, preferably with Salesforce projects. Excellent documentation and communication skills. Strong analytical skills and attention to detail.

  • Bachelor's degree in Business, IT, or related field to provide a solid foundation for the role.
  • Minimum 5 years of experience as a Business Analyst, preferably with Salesforce projects, to demonstrate expertise and knowledge.
  • Excellent documentation and communication skills to effectively convey ideas and collaborate with stakeholders.
  • Strong analytical skills and attention to detail to ensure accurate analysis and implementation.

Minimum Qualification Document Requirements:

  • MQ1: Proof of 3 successful integrations of payment processing with third-party systems.
  • MQ2: Documented minimum of 10 years in Salesforce configuration and development for orgs with 30+ users.
  • MQ3: Evidence of 5 recent years in Salesforce development services specifically for utility/government clients.
  • MQ4: No less than one (1) example of training and reference materials for Lightning users.


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