Description

You will act as the primary liaison between business stakeholders and technical teams to deliver Salesforce solutions.

Responsibilities

• Gather and analyze functional and technical requirements for Salesforce CRM and its integration with core insurance systems.
• Translate business needs into user stories, process flows, and functional specifications.
• Partner with developers, architects, QA, and project managers to build scalable solutions.
• Lead or support UAT efforts to ensure deliverables meet business and compliance standards.
• Manage data migration, data integrity, and reporting/dashboard requirements.
• Participate in Agile ceremonies including sprint planning, backlog grooming, and retrospectives.

Required Skills

• 8+ years of experience as a Business Analyst.
• 10+ years of focus on Salesforce, specifically Sales Cloud, Service Cloud, or Financial Services Cloud.
• Hands-on experience writing user stories, BRDs, FRDs, and test cases.
• Proficiency with Salesforce Lightning.
• Experience with third-party integrations including DocuSign, MuleSoft, and marketing automation.
• Solid understanding of Agile and Scrum methodologies.
• Knowledge of CRM business processes within insurance and financial services.
• Familiarity with data models, data mapping, and workflow automation.

Key Skills

Education

Any Graduate