Description

Skill: Support Engineer,Salesforce AI

JD

We’re seeking a skilled and proactive Salesforce Support Engineer with 5–8 years of experience to join our financial services technology team. This role is ideal for someone who thrives in a fast‑paced support environment, understands the nuances of the insurance domain, and can ensure the smooth operation of Salesforce platforms across business units. You’ll be the go‑to expert for troubleshooting, user support, and platform optimization.

Key Responsibilities

• Provide day‑to‑day support for Salesforce users across sales, service, and operations teams.
• Must have knowledge of Salesforce Data Cloud.
• Troubleshoot and resolve issues related to workflows, data integrity, user access, and integrations.
• Collaborate with business analysts and developers to translate support tickets into long‑term solutions.
• Maintain and enhance Salesforce configurations, including custom objects, fields, page layouts, and validation rules.
• Support insurance‑specific processes such as policy management, claims tracking, and customer onboarding.
• Monitor system performance and proactively identify areas for improvement.
• Assist in user training, documentation, and onboarding for new features or releases.
• Ensure compliance with data privacy, security, and regulatory standards relevant to financial services.

Skills & Qualifications

• 5–8 years of hands‑on experience in Salesforce support or administration.
• Salesforce Certified Administrator (mandatory); additional certifications are a plus.
• Strong understanding of Salesforce Data Cloud, Sales Cloud, and Service Cloud.
• Experience working in the financial services industry, preferably insurance.
• Familiarity with insurance workflows such as underwriting, claims, and policy servicing.
• Proficiency in troubleshooting Apex errors, flow issues, and integration failures.
• Excellent communication and stakeholder management skills.
• Experience with support tools like Jira, ServiceNow, or similar ticketing systems

Key Skills

Education

Any Graduate