Job Description

100% Remote

Contract to Hire

Client's goal is to Hire Full Time after a period of Consulting

Per client requirements: Must be US Citizen or Green Card Holder status

Required: Salesforce Service Cloud experience

Required: Exposure to the P&C Insurance industry

OVERVIEW:

The Salesforce Business Analyst will work across teams to enhance the usage and functionality of Salesforce.

• This includes working with a variety of managers and use cases, and understanding both the business need and the system functionality.
• The ideal candidate is a strong Business Analyst who understands Salesforce and workflows, and can develop automated and scalable processes to meet our various teams’ needs.

TASKS AND RESPONSIBILITIES:

• Interface with Salesforce users to translate business requirements into effective Salesforce solutions
• Understand and follow change controls processes, guiding users and business leaders through the change process as it relates to Salesforce
• Create technical requirements for developers and provide suggestions during the development stage that will meet customer business needs
• Build and maintain documentation of implemented flows versus conceived and original designs
• Work with the internal readiness and training organization to ensure new functionalities are clearly documented and reflected accurately in training materials
• Deploy new Salesforce capabilities to improve organization productivity, automate non-value add manual tasks and continuously improve various teams’ usage of Salesforce

Required:

• 6+ years of professional Business Analyst Experience
• 5+ years working with Salesforce environment
• Preferred - Salesforce Certifications
• A plus - Prior insurance industry experience
• Ability to effectively communicate business processes through the use of written documents and diagrams
• Experience designing Salesforce reports and dashboards that clearly communicate operational status and analytical trends
• Experience designing comprehensive test plans with measurable testing criteria

Preferred Experience:

• 7+ years’ experience with Salesforce and prior experience working with business units to develop their usage and functionality of the CRM

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