Computer Aid, Inc.

Business Analyst/ Trainer: Tableau or SalesForce

Employment Type

Position Description/Responsibilities (CCC/Vendor)

Business Analyst/ Trainer: Tableau or Salesforce




The scope of work to be performed by the Contractor consists of tasks listed in the following functional areas. 



  • Proactively work with staff to identify uses of specific technologies to meet business needs:
    • Tableau for data visualization
    • ArcGIS for mapping
    • Salesforce for program management and CRM
    • Seamlessdocs for simple online form creation
    • Other technologies as determined during course of normal activity.
    • Hold “office hours” every 2 weeks (alternating the weekly focus between Salesforce and Tableau) to gain an understanding of the business needs at a granular level so that business users can ask questions in a low-key environment In addition to the office hours and training sessions, the coordinator will continue to develop screen recordings and simulations of systems (by function/role) using the Oracle User Productivity Kit (UPK) tool.
    • Document and estimate the Cost/Benefit of enhancement requests using a predefined estimation worksheet for missing functionality in a basic way to forward to business analysts for prioritization as enhancements to systems or development of new data sources as exports from source systems into business intelligence tools (like Tableau).
  • Develop training materials and lead trainings.
    • Training materials are likely to be a combination of information in PDF, UPK and potentially recorded WebEx formatted presentations.
    • Continually develop UPK training materials and update as necessary.
    • Schedule recurring training sessions using a lesson plan for each session which builds into a comprehensive syllabus built around user roles in the systems and needed business functionality.
    • Conduct post-training assessments to determine and implement improvements in training materials and presentation.
  • Coordinate translation of business requirements to development and implementation
    • Work with Operational Transformation & Lean (OTL) team members and program staff in development of business requirements
    • Work with OTL and program staff in development of a Cost /Benefit analysis to justify an enhancement request using a predefined estimation worksheet.
    • Coordinate with technology, development and project management teams to ensure business requirements are met.
    • Test solutions to ensure they meet business need and leverage capabilities of the platform efficiently.


Expected Deliverables

  1. Completed PeopleSoft User Productivity Kit (UPK) training scenarios.
  2. Other completed training documentation (HTML, PDF, etc as determined with staff).
  3. Training sessions with NYSERDA staff to build critical skills necessary for ongoing operations.
  4. Documented estimates of the Cost/Benefit of enhancement requests.


Experience Level: mid-level to senior

The Contractor should be able to demonstrate the following skills


  • 4-5 years’ experience with Tableau and/or Salesforce
  • 4-5 years’ experience delivering technical training to end users
  • Experience with PeopleSoft User Productivity Kit (UPK) a plus
  • Less experienced candidates will be considered with a rate commensurate with their experience








Position Requirements/Technical Skills (CCC/Vendor)





Company Overview (CCC Only)

Computer Aid, Inc. (CAI) is an innovative solutions company managing engagements with numerous Fortune 1000 companies and government agencies. CAI is headquartered in Allentown, Pennsylvania with a staff of over 4,200 professionals working at locations around the world in a variety of industries.  Our services leverage technology to provide outstanding customer experiences that generate new value for our clients, our employees, and our greater communities.

CAI is building a culture of continued learning, support, and personal development in a collegial environment. We also strive to make a positive impact on our surrounding communities through various outreach programs. We make a positive difference for our associates and the communities in which we serve.

Our mission: Provide industry-leading services and an incredible workplace for our associates, while making an impact on our communities. 
CAI is an Equal Opportunity/Affirmative Action employer. Minorities, women, veterans and individuals with disabilities will receive consideration and are encouraged to apply.


For more information on our professionals, services, and industries we support, please see our website

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