Salesforce Business Analyst Insurance Domain

About the role

The role involves analyzing existing business processes, gathering and translating requirements, and enabling the design of scalable Salesforce solutions.

Responsibilities

• Collaborate with business stakeholders to assess current-state (Classic) processes and define future-state (Lightning) solutions
• Conduct discovery sessions and requirement elicitation workshops; translate needs into user stories and acceptance criteria
• Identify gaps, inefficiencies, and transformation opportunities during migration
• Design and configure declarative solutions including workflows, validation rules, reports, dashboards, and Lightning components
• Maintain comprehensive documentation including process flows, data models, and functional specs
• Drive backlog grooming, prioritization, and sprint planning with Product Owners
• Support UAT planning, coordination, and defect resolution
• Provide training, enablement, and change management support to drive user adoption

Requirements

• 10+ years of Salesforce Business Analyst experience
• Proven Salesforce Classic to Lightning migration experience (minimum 1 full project)
• Strong expertise in Sales Cloud and Service Cloud
• Hands-on experience with Lightning Experience features, limitations, and adoption tools
• Proficiency in requirement gathering, process mapping, and documentation (BRD, FRD, user stories)
• Agile/Scrum experience with tools such as Jira, ADO, and Confluence
• Insurance domain knowledge
• Excellent stakeholder management and client-facing communication skills

Preferred Skills

• Salesforce certifications (Administrator, Business Analyst)
• Experience with Lightning Readiness Reports, Usage App, and adoption metrics
• Exposure to DevOps, CI/CD, and release management
• BFSI domain experience

Pay

Not specified

Schedule

Remote - aligned to Madison, WI

Benefits

Not specified