Cloud Peritus
Website:
cloudperitus.com
Job details:
We are seeking an experienced and highly skilled Salesforce Business Analyst with 5+ years of hands-on experience in Salesforce implementations, insurance domain expertise, and strong integration knowledge. This role requires translating complex business requirements into Salesforce solutions, supporting integration projects across multiple insurance platforms, and ensuring compliance with regulatory standards. The ideal candidate will act as a bridge between business stakeholders and technical teams to optimize processes, improve efficiency, and drive measurable business value.
Key Responsibilities
▪ Business Analysis & Requirement Gathering- Engage with business stakeholders across Sales, Service, Underwriting, Claims, Policy Administration, and Actuarial teams to gather detailed requirements.
▪ Conduct workshops, interviews, and process mapping sessions to document current-state and future-state workflows.
▪ Analyze gaps between business processes and system capabilities, and recommend process improvements leveraging Salesforce functionality. ▪ Translate complex business requirements into functional specifications, user stories, and acceptance criteria, ensuring alignment with business goals. ▪ Ensure documentation adheres to internal standards, including traceability from requirements to delivery.
Salesforce Expertise
Create and maintain detailed reports, dashboards, and analytics to support Sales, Service, Underwriting, and Claims operations.
▪ Collaborate with Salesforce Admins and Developers to design scalable and maintainable Salesforce solutions.
▪ Configure and optimize Salesforce components such as Objects, Fields, Record Types, Page Layouts, Lightning App Builder, Validation Rules, and Flows where necessary.
▪ Partner with QA and UAT teams to validate solutions meet requirements, including functional testing of Salesforce enhancements.
Integration & Data Management
Document integration requirements, data mappings, and transformation rules to support middleware tools such as Mulesoft, Dell Boomi, or Informatica.
▪ Act as a liaison for integration initiatives between Salesforce and core insurance systems such as Policy Administration Systems (PAS), Claims Management Systems (CMS), Underwriting Tools, Billing Systems, and external data providers.
▪ Validate data flows, reconcile discrepancies, and ensure accuracy and consistency across integrated systems.
▪ Support large-scale data migration, cleansing, and enrichment initiatives while maintaining compliance with insurance data regulations.
Process Improvement & Optimization.
▪ Ensure process optimization aligns with insurance regulations, compliance policies, and organizational governance.
▪ Identify opportunities to automate manual business processes using Salesforce declarative tools and integrations
▪ Recommend best practices for workflow optimization, data governance, and system usage.
▪ Assist in the evaluation of new Salesforce products or modules (CPQ, Field Service Lightning, Marketing Cloud) to enhance business operations.
Stakeholder Communication & Training
Develop training materials, conduct workshops, and facilitate knowledge transfer to business users.
▪ Serve as a primary point of contact for business stakeholders regarding Salesforce solutions, process improvements, and integration updates ▪ Maintain detailed documentation of processes, requirements, functional specifications, test cases, and post-implementation guides.
Required Qualifications
▪ 5+ years of Salesforce Business Analyst experience with exposure to complex Salesforce environments.
▪ Strong insurance domain knowledge, including Policy Administration, Claims Management, Underwriting, and Regulatory Compliance.
▪ Hands-on experience in Salesforce Sales Cloud, Service Cloud, and custom object development.
▪ Deep understanding of Salesforce integration strategies, APIs, middleware, and data exchange with external systems.
▪ Expertise in creating detailed functional specifications, business process documentation, and user stories.
▪ Experience in UAT management, testing coordination, and post-deployment support.
▪ Familiarity with declarative automation tools such as Salesforce Flow, Validation Rules, and Process Builder.
▪ Knowledge of data governance, quality management, and compliance requirements specific to the insurance industry.
Soft Skills
▪ Exceptional analytical, problem-solving, and critical thinking skills. ▪ Excellent verbal and written communication skills; able to convey technical concepts to non-technical stakeholders.
▪ Strong project management capabilities with the ability to handle multiple initiatives simultaneously.
▪ Collaborative mindset with a proactive approach to identifying and resolving business and technical challenges.
▪ Attention to detail, precision in documentation, and high standards for quality delivery.
Preferred Certifications
▪ Salesforce Certified Administrator (ADM 201)
▪ Salesforce Certified Platform App Builder
▪ Salesforce Certified Sales Cloud Consultant or Service Cloud Consultant ▪ Business Analysis certifications such as CBAP or PMI-PBA
▪ Salesforce Integration Architecture or MuleSoft certifications are a plus
Additional Desirable Skills
▪ Familiarity with Agile/Scrum methodology and experience working in Agile delivery teams.
▪ Understanding of insurance regulatory standards (Solvency II, IFRS17, local insurance regulations).
▪ Experience with CPQ, Marketing Cloud, or Field Service Lightning in insurance implementations.
▪ Experience with data visualization tools like Tableau or Power BI for business analytics.
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