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Career Opportunity

Salesforce Business Analyst - Office of the Assessor-Recorder (1052) - (143735)

Recruitment: RTF0143734-01132184

Published: February 12, 2024


Kimberly Gibney -

Apply using SmartRecruiters, the City and County of San Francisco's application portal Learn More

Department: Assessor - Recorder
Job class: 1052-IS Business Analyst
Salary range: $106,470.00 - $133,926.00
Role type: Permanent Civil Service What does this mean?
Hours: Full-time
Exam type: Position Based Test
Rule: Rule of 7 What does this mean?
List type: Combined Promotive and Entrance


2.12.2024 Update: This Job Ad has been amended to update the certification rule and extend the deadline for additional recruitment. Applicants who already applied to this recruitment do not need to reapply.

2.2.2024 Update: This Job Ad has been amended to correct  the filing period. This recruitment could close at any time but not before February 16, 2024. Applicants who already applied to this recruitment do not need to reapply.

This is a Position-Based Test conducted in accordance with CSC Rule 111A.

  • Application Opening: Friday, February 2, 2024
  • Extended Application Deadline: Friday, February 23, 2024
  • Compensation Range: $106,470 - $133,926 annually
  • Recruitment ID: RTF0143734-01132184

San Francisco is a vibrant and dynamic city, on the forefront of economic growth & innovation, urban development, arts & entertainment, as well as social issues & change. This rich tapestry of culture and ideas is sustained by our City's commitment to heighten the quality of life for the diverse population of San Franciscans and residents of the greater Bay Area. Our employees play an important role not only in making our City what it is today, but also in shaping the future of San Francisco.

Our Office

The Office of the Assessor-Recorder is responsible for carrying out property tax-related functions governed by the State Constitution and State and local laws. Our core responsibilities include locating all taxable property in the City and County of San Francisco, identifying ownership, establishing a taxable value, and applying all legal exemptions. Property broadly includes both real property and personal property owned by businesses. The Office of the Assessor-Recorder is also responsible for recording documents and maintaining those public records. Over 400 different types of documents are recorded annually, including deeds of trust, reconveyances, liens, and public marriage licenses. The Office is also responsible for collecting any transfer tax due upon a change in property ownership. The Office of the Assessor-Recorder strives to conduct our work with the core principals of professionalism and integrity. 

What We Do

We’re proud of our work to ensure the financial stability of San Francisco. This past year, our Office successfully enrolled property cumulatively valued at over $328 billion generating over $3.7 billion dollars in property tax revenue. This revenue is the single largest source of the City’s General Fund, representing a contribution of over $2.4 billion or nearly one-third in Fiscal Year 2020-21. These funds pay for crucial services ranging from public safety and education to neighborhood improvements and health and family support services.

Our success is a product of the Office’s continued focus and investment in our people, systems, services, and engagement. In recent years, we have taken significant steps toward modernizing our operations, including helping to lead a cross-departmental effort to modernize city-wide Property Assessment & Taxation Systems (Project SMART). When our new system goes live, it  will replace the legacy property assessment system we currently depend on to manage the City’s $328 billion in assessed property value, providing increased security, efficiency and service, including greater integration with other City systems like those managed by our sister finance departments at the Office of the Treasurer & Tax Collector and the City Controller's Office.

Role description

The Office of the Assessor-Recorder currently has a full time vacancy in class 1052 IS Business Analyst. The Office of the Assessor-Recorder is continuing to transition to Hyland-Onbase Technology as its Enterprise Content Management solution. The Salesforce Business Analyst will be trained by the Senior IS Business Analyst and others in the IT division to implement and support the back end of the system for this project. Back-end support involves the monitor, maintenance and update of a web server, a processing server and collaborate with our sister agency, the Office of the Treasurer and Tax Collector on the SQL database server. The Salesforce Business Analyst is expected to continue the effort to design simple workflow. 

The Office of the Assessor-Recorder is also in the process of replacing the current assessor system, EzAccess, with a new Salesforce based system (aka SMART). The Salesforce Business Analyst will be trained by others in the department to implement and support the integration of the Hyland-Onbase system with Salesforce. In addition, the Salesforce Business Analyst will be responsible for many tasks in the SMART project including supporting data cleansing and integration, system monitoring, maintenance and updating a web server, a processing server and collaborating with several other City & County of San Francisco departments.

Essential duties may include, but are not limited to:

  1. Assess and optimize system designs through review and analysis of user needs, customizing systems through system design and administration to meet the changing business needs of the users; participate in the development of planning for remote hardware and communications facilities.
  2. Analyze data processing needs; research and evaluate software on multiple platforms to assist users to meet their departmental goals; assist in developing the evaluation criteria for software.
  3. Determine operating characteristics and requirements; develop or modify and document general system design; write detailed design specifications; conduct "walkthroughs" for pro-posed solutions to system problems.
  4. Conduct feasibility studies; evaluate vendor products; make recommendations based on user requirements and systems analysis to ensure adequate planning.
  5. Monitor the maintenance and enhancement of complex computer and telecommunications systems to ensure proper functionality; provide support, analysis, coordination and assistance for networks, including disaster recovery.
  6. Troubleshoot software problems through telephone and site visit support; provide technical assistance in planning, engineering and architecture of unique systems for diverse applications; implement solutions to problems.
  7. Conduct user training.
  8. May install and maintain software; facilitate communication between clients and vendors regarding system maintenance issues; perform non-routine adds, moves and changes as needed.
  9. Test and modify software for network compatibility; participate in the detail design and development of new applications; may write database applications.
  10. Update system software and make modifications to system configurations; facilitate data communication between systems platforms.
  11. Implement, maintain and update databases, tables and security access; create, document and compile manuals related to procedures.
  12. Participate and represent the department in computer users meetings or meetings of related committees.
  13. Research and evaluate technology through industry meetings, seminars, and vendor contacts; identify opportunities for improvements through automation; develop screen logic and reports.
  14. May include additional duties as assigned.

How to qualify

These minimum qualifications establish the education, training, experience, special skills and/or license(s) which are required for employment in the classification.  Please note, additional qualifications (i.e., special conditions) may apply to a particular position and will be stated on the exam/job announcement.


An associate degree in computer science or a closely related field from an accredited college or university OR its equivalent in terms of total course credits/units [i.e., at least sixty (60) semester or ninety (90) quarter credits/units with a minimum of twenty (20) semester or thirty (30) quarter credits/units in computer science or a closely-related field].


One (1) year in the information systems field, including technical support, content management, administration of network applications or system analysis. 

License and Certification:



Additional experience as described above may be substituted for the required degree on a year-for-year basis (up to a maximum of two (2) years). One (1) year is equivalent to thirty (30) semester units / forty-five (45) quarter units with a minimum of 10 semester / 15 quarter units in one of the fields above or a closely related field.

Completion of the 1010 Information Systems Trainee Program may be substituted for the required degree.


Desirable Qualifications

  • One (1) year experience managing OnBase document management system.
  • Salesforce Administrator Certification

The stated desirable qualifications may be considered at the end of the selection process when candidates are referred for hiring.


Verification of Education and Experience:

Applicants may be required to submit verification of qualifying education and experience at any point during the recruitment and selection process. If education verification is required, information on how to verify education requirements, including verifying foreign education credits or degree equivalency, can be found at

Note: Falsifying one’s education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco.

All work experience, education, training and other information substantiating how you meet the minimum qualifications must be included on your application by the filing deadline. Information submitted after the filing deadline will not be considered in determining whether you meet the minimum qualifications.

Resumes will not be accepted in lieu of a completed City and County of San Francisco application.

Applications completed improperly may be cause for ineligibility, disqualification or may lead to lower scores.


Selection Procedures

After application submission, candidates deemed qualified must complete all subsequent steps to advance in this selection process, which includes the following:

Minimum Qualifications Supplement Questionnaire (Weight: Qualifying)
Candidates will be required to complete a MQSQ as part of the employment application. This MQSQ is designed to obtain specific information regarding an applicant's experience in relation to the Minimum Qualifications (MQ) for this position. The MQSQ will be used to evaluate if the applicant possesses the required minimum qualifications.

Supplemental Questionnaire - (Weight: 100%)
Candidates who meet the minimum qualifications will be sent a Supplemental Questionnaire. The Supplemental Questionnaire is designed to evaluate the experience, knowledge, skills and abilities that candidates possess in job-related areas, which have been identified as critical for this position and include, but are not limited to: Knowledge of: electronic data processing and its applications; requirements, installation procedures, hardware, software and maintenance of systems; functional requirements, structured systems or procedures analysis; database analysis; business applications development; systems implementation; technical writing; common operating systems; relational databases; network environments. Ability or Skill to: communicate effectively both orally and in writing; establish and maintain good working relations with department personnel, staff, vendors, peers, and management; understand and learn a variety of business procedures and processes; use logic and analysis to solve computer and systems problems; translate functional requirements into technical specifications; analyze and categorize data and information in order to determine the relation-ship of the data with reference to established criteria/standards; advise and provide interpretation to others how to apply policies, procedures and standards to specific situations; exercise judgment, decisiveness and creativity required in situations involving the evaluation of information against measurable criteria; read and understand professional journals and literature.

All candidates’ responses to the Supplemental Questionnaire are subject to verification. All relevant experience, education and/or training must be included in the responses in order to be reviewed in the rating process.

 A passing score on the Supplemental Questionnaire must be achieved in order to be placed/ranked on the eligible list. Candidates will be placed on the eligible list in rank order according to their final score.

Note: Only those applicants meeting the minimum qualifications will be notified of the exact date, time and place to report for the examinations. Applicants who meet the minimum qualifications are not guaranteed to advance through all of the steps in the selection process.


What else should I know?

Eligible List/Score Report:

A confidential eligible list of applicant names that have passed the civil service examination process will be created, and used for certification purposes only. An examination score report will be established, so applicants can view the ranks, final scores and number of eligible candidates. Applicant information, including names of applicants on the eligible list, shall not be made public unless required by law. However, an eligible list shall be made available for public inspection, upon request, once the eligible list is exhausted or expired and referrals resolved. The eligible list/score report resulting from this civil service examination process is subject to change after adoption (e.g., as a result of appeals), as directed by the Human Resources Director or the Civil Service Commission.

The duration of the eligible list resulting from this examination process will be of 6 months, and may be extended with the approval of the Human Resources Director.

To find Departments which use this classification, please see

Terms of Announcement and Appeal Rights:

Applicants must be guided solely by the provisions of this announcement, including requirements, time periods and other particulars, except when superseded by federal, state or local laws, rules or regulations. Clerical errors may be corrected by the posting the correction on the Department of Human Resources website at

The terms of this announcement may be appealed under Civil Service Rule 111A.35.1. The standard for the review of such appeals is ‘abuse of discretion’ or ‘no rational basis’ for establishing the position description, the minimum qualifications and/or the certification rule. Appeals must include a written statement of the item(s) being contested and the specific reason(s) why the cited item(s) constitute(s) abuse of discretion by the Human Resources Director. Appeals must be submitted directly to the Executive Officer of the Civil Service Commission within five business days of the announcement issuance date.

Additional Information Regarding Employment with the City and County of San Francisco:

Applications for City and County of San Francisco jobs are only accepted through an online process. Visit and begin the application process.

  • Select the “I’m Interested” button and follow instructions on the screen

Applicants may be contacted by email about this recruitment and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up-to-date. Also, applicants must ensure that email from CCSF is not blocked on their computer by a spam filter. To prevent blocking, applicants should set up their email to accept CCSF mail from the following addresses (,,,,,,,,,,,,,, and

Applicants will receive a confirmation email that their online application has been received in response to every announcement for which they file. Applicants should retain this confirmation email for their records. Failure to receive this email means that the online application was not submitted or received.

If you have any questions regarding this recruitment or application process, please contact the human resources analyst, Kimberly Gibney by email at

All your information will be kept confidential according to EEO guidelines.

The City and County of San Francisco encourages women, minorities and persons with disabilities to apply. Applicants will be considered regardless of their sex, race, age, religion, color, national origin, ancestry, physical disability, mental disability, medical condition (associated with cancer, a history of cancer, or genetic characteristics), HIV/AIDS status, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, military and veteran status, or other protected category under the law.