What are the responsibilities and job description for the Salesforce Consultant - RFP position at TALENT Software Services?
Salesforce Project Manager
Sample Tasks
Sample Tasks
Sample Tasks
Sample Tasks
Sample Tasks
Sample Tasks
- Provide leadership for program/project
- Provide strategic vision and thinking with focus on outcomes
- Create clear and attainable project/program objectives
- Create clear and attainable project/program requirements
- Manage program/project constraints of cost, time, and scope
- Form close links with team members and stakeholders
- Provide knowledge transfer.
- Five (5) years' experience in Program/Project Management role
- Two (2) engagements lasting more than six (6) months in Program/Project Manager role
- Demonstrable leadership ability
- Ability to direct & manage program/project development from beginning to end
- Ability to define program/project scope, goals, and deliverables in collaboration with project sponsors and stakeholders
- Ability to estimate program/project resource requirements and participants needed to achieve goals including changes during where necessary
- Ability to identify and manage program/project dependencies and critical path
- Ability to establish program/project timelines and milestones using appropriate tools and tracking such milestones and deliverables
- Ability to manage changes in program/project scope, identify potential crises or issues, and devise contingency plans as appropriate
- Ability to communicate program/project plans, expectations, updates, progress, issues, and successes in a timely & clear fashion when necessary
- PMI-ACP Certification
- PMP Certification
- Salesforce.com, CRM implementation, and Agile/Predictive Agile delivery experience
- Experience managing Salesforce projects
Sample Tasks
- Serve as the Scrum Master
- Elicit requirements using interviews, document analysis, requirements workshops, storyboards, surveys, site visits, business process descriptions, use cases, scenarios, event lists, business analysis, competitive product analysis, task and workflow analysis, and/or viewpoints
- Write requirements specifications according to standard templates, using natural language simply, clearly, unambiguously, and concisely. Represent requirements using alternative views, such as analysis models (diagrams), prototypes, or scenarios, where appropriate
- Decompose high-level business and user requirements into functional requirements specifying an appropriate level of detail suitable for use by those must base their work on the requirements
- Transform software designs and specifications into high functioning code in the appropriate language
- Identify the current- and future-client's business processes; define quality attributes, external interfaces, constraints, and other nonfunctional requirements
- Lead requirements analysis and verification, ensuring that requirement statements are complete, consistent, concise, comprehensible, traceable, feasible, unambiguous, and verifiable, and that they conform to standards
- Participate in requirements prioritization and facilitate the negotiation of requirements amongst multiple stakeholders
- Analyze and document business requirements and required data to deliver work products throughout the project life cycle
- Translate business requirements to System/Functional specifications (User Stories)
- Coordinate Business Validation to verify that a set of end-to-end business processes function as intended
- Work with the product manager or project sponsor to document the product's vision and the project's scope (roadmap)
- Participate in peer reviews and inspections of requirements documents and work products derived from those documents to ensure that the requirements were interpreted correctly
- Manage requirements traceability information and track requirements status throughout the project
- Manage changes to baselined requirements through effective application of change control processes and tools
- Propose new product features and updates
- Manage Salesforce Projects
- Provide knowledge transfer
- Set up users in the Salesforce Platform
- Assist in the Configuration of security and access settings on the Salesforce Platform
- Create Salesforce custom objects and create and maintain fields, page layouts, etc.
- Manage Salesforce Sales, Service and Support applications
- Manage Salesforce activities and collaboration
- Manage Salesforce data
- Build reports, dashboards, and other analytics within Salesforce
- Create process automations within Salesforce (workflows)
- Administer Salesforce desktop and mobile apps
- Train Salesforce users
- Communicate with stakeholders
- Analyze workflow problems and formulate/implement process solutions; utilizing configurable Salesforce functionality
- Leverage Lightning components to edit Salesforce Console layout and work with business to get approval on page layouts
- Provide knowledge transfer.
- Five (5) years' experience in a Business Analyst/Salesforce Admin Role
- Two (2) engagements lasting more than six (6) months in a Salesforce Business Analyst and/or Administrator role
- Salesforce Administrator Certification
- Preference given for additional Salesforce certifications such as Advanced Administrator, Sales Cloud Consultant or Service Cloud Consultant certifications
- experience developing on Salesforce platform; demonstrated experience in developing custom objects, profiles, reports, dashboards, workflows and validation rules in a Salesforce organization
- Extensive experience with scrum methodology
- Extensive experience as scrum master
- Will be expected to work with of business application owners
- Will be expected to meet with business owners and developers via TEAMS for requirements sessions and retrospectives
- Will be expected to prepare agendas for meetings and notes covering content
- Will be expected to provide information to project manager on progress for monthly status reports
- Extensive experience writing user stories
Sample Tasks
- Implement and provide inputs for test plans
- Design and create test cases and scenarios for software testing
- Perform functional testing, regression testing and keep track of all the new developments
- Use bug tracking software's to track and report problems
- Produce evaluated test reports and take part in software walkthrough
- Provide knowledge transfer
- Five (5) years' experience in Quality Assurance Analyst role.
- Two (2) Salesforce engagements lasting more than six (6) months in a Quality Assurance Analyst Role
- Capacity to understand the QA processes and work in the software environment
- Ability to communicate (verbally & written) test plans, expectations, updates, progress, issues, and successes in a timely & clear fashion if necessary
- Ability to analyze and problem solve using the modern testing methodologies, SDLC etc.
- Ability to think beyond what is expected of the software/product and think about how users can misuse the software/product
- Ability to organize and prioritize features and test cases. And prioritize his/her activities so that testing goals are achieved
- Ability to read and write program codes
- Experience in using automated testing tools
- Experience in database concepts and defect tracking tools
- Experience aligning QA processes with Agile/Scrum methodology, sprint planning and execution
- Experience with API testing
- experience with Salesforce platform
- Active Salesforce certifications
Sample Tasks
- Collaborate with business analysts and developers to produce software designs
- Formulate program specifications and basic prototypes
- Transform software designs and specifications into high functioning code in the appropriate language
- Integrate individual software solutions to higher level systems
- Use web-based tools to create and advance applications
- Test code to ensure it produces the desirable results and perform debugging when necessary
- Perform upgrades to make software and systems more secure and efficient
- Provide application support and assistance on resolution of issues
- Collaborate with technical writers to create documentation for user support
- Attend and participate in meetings and working sessions
- Create Complex workflows
- Create triggers
- Apex development
- Development of visualforce pages and lightning components
- Provide new API development as defined by the project team and assigned by project leads
- Produce technical documentation
- Complete assigned duties according to project plans and schedules
- Document assessment of risks associated with the migration based on developed and configured elements
- Provide testing and implementing of Apex and Salesforce developed and configured elements
- Migration applications from development to QA to Production environments
- Support Quality Assurance goals through writing regression test scripts and/or programming as necessary
- Provide support of and participation in troubleshooting and resolving issues that arise
- Plan and execute mitigation strategies for project risks
- Adhere to client's time reporting and time management standards
- Adhere to documented project team rules and norms
- Provide knowledge transfer
- Five (5) years' experience in Developer/Programmer role
- Two (2) engagements lasting more than six (6) months in Developer/Programmer role using Salesforce
- Four (4) years' experience with Apex, Visualforce development in Salesforce
- Four (4) years' experience with the Salesforce Platform and performing configuration
- Three (3) years' experience developing API's
- Proven experience as a programmer or relevant role
- Delivery of projects using the Agile SCRUM methodology
- Detail-oriented and excellent concentration ability
- An analytical mindset and critical thinking
- Demonstrable ability to Client and fix errors in code
- Strong communication skills
- Ability to work independently and in team settings
Sample Tasks
- Conduct research into clients' use of Salesforce, producing a report of findings with recommended steps and a roadmap for Salesforce solutions,
- Collaborate with colleagues and customers to create prototypes and proofs of concept as a means of eliciting and defining requirements,
- Review solutions and recommending improvements,
- Groom and refine the Salesforce product backlog, in liaison with stakeholders on the project
- Lead the design of system architecture and governance, including integration with external systems and data migration
- Develop technical documentation and architectural diagrams to support decision-making and guide project teams
- Own the design of Salesforce and (optionally) other affiliated solutions for Sales, Service, and platform solutions,
- Act as a release manager, approving configuration and coded items to be deployed between environments. Where appropriate, this could include deploying changes,
- Provide guidance on user story writing style,
- Ensure success and acceptance criteria are defined for each story,
- Describe and illustrate designs with appropriate justifications,
- Ensure documentation of the steps for testing,
- Groom and refine the Salesforce product backlog, in liaison with Salesforce SMEs,
- Supervise the configuration, quality assurance, testing, and deployment of Salesforce,
- Collaborative project and workstream planning.
- Provide knowledge transfer
- 5 years' experience in a leading role in delivering Salesforce projects,
- Excellent communication skills, written, verbal, and interactive when online,
- Salesforce certified in:
- Administrator
- Sales Cloud Consultant
- Service Cloud Consultant
- Platform App Builder
- A pro-active personality, with a can-do attitude,
- Excellent relationship-building skills,
- Strong analytical skills, with the ability to observe trends. Able to actively make suggestions based on the results,
- Available and responsive to question, clarifications and instructions
- Ability to tailor communication to multiple audiences at all levels
- A self-starter, experienced in leading projects or delivery work streams
- Outstanding written communication skills
- Ability to demonstrate concepts visually and in writing in a way that enables stakeholders to decide with confidence
- A strategic approach to solution design, with proven ability to develop and execute tactical plans to support the strategy
- Excellent ability to coach, motivate and direct work tasks to a multi-discplinary team of Salesforce professionals
