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Senior Salesforce Business Analyst

Insight Global

Remote · USJobSeen 1 day agoSeen in employer's feed 1 day ago

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At a glance

Compensation
No compensation found
Location
Remote · US
Work Authorization
Not specified

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Job overview

Insight Global seeks a senior business analyst with deep Salesforce expertise to act as a trusted advisor, translating strategic objectives into technology solutions for retail annuity operations, leading requirements gathering, stakeholder workshops, and ensuring successful delivery across design, testing, deployment, and post‑production phases.

Skills & qualifications

RequiredNice to have

Skills

Business AnalysisSalesforceFinancial Services CloudADOSalesforce IntegrationsAPIsData MigrationEnterprise System ConnectivityUATRelease ManagementSolution ValidationFinancial ServicesInsuranceWealth ManagementAnnuity

Qualifications

10+ Years Business Analyst Experience5+ Years Salesforce Experience

Full job description

Job Description

Insight Global is seeking a Senior Business Analyst with deep expertise in Salesforce to join their team remotely. This individual will serve as a trusted advisor to business and IT stakeholders, translating strategic objectives into technology solutions that support retail annuity operations. The Business Analyst will lead requirements gathering, stakeholder interviews, workshops, business process analysis, and data flow analysis while acting as the primary liaison between business teams, Salesforce administrators, developers, architects, vendors, and other technology partners. They will be documenting business requirements, user stories and process maps. They will also be analyzing annuity and customer data across multiple systems, supporting integrations, reporting, and data migration efforts. They will also be identifying opportunities for process improvements, automation, and operational efficiencies and ensuring successful solution delivery throughout the design, testing, deployment, and post-production lifecycle. The Senior Business Analyst will serve as the Salesforce FSC subject matter expert, providing guidance on platform capabilities and enhancements, facilitating UAT and release activities, supporting change management initiatives, and ensuring all solutions align to standards while driving cross-functional collaboration.

Skills and Requirements

-10+ years of Business Analyst experience supporting enterprise applications -5+ years of hands on Salesforce experience -Experience supporting Salesforce Financial Services Cloud (FSC) and a understanding of FSC data models, core objects, reporting, dashboards, flows, and validation rules. -Experience utilizing ADO for User Stories -Experience with Salesforce integrations, APIs, data migration, and enterprise system connectivity. -Experience within financial services, insurance, wealth management, or annuity environments. -Experience supporting UAT, release management, and solution validation activities.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].

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