Salesforce Business Analyst

Job description

SMS is part of the Alliant family of companies. SMS is a full-service insurance marketing organization (IMO) dedicated to helping independent insurance agents leverage time, make more money, and put their business in a position of distinction. With products and agents in all 50 states, SMS offers the industry's most complete IMO experience. We support every facet of an agent's business, from our comprehensive senior product portfolio to our technology, services, and marketing programs. SUMMARY Responsible for analyzing business requirements, designing Salesforce solutions, and ensuring the effective implementation of Salesforce projects. This individual will work closely with stakeholders to deliver solutions that meet business needs and enhance operational efficiency. ESSENTIAL DUTIES AND RESPONSIBILITIES Collaborate with stakeholders, including executives, sales teams, and customer service, to gather and document business requirements for Salesforce projects. Analyze business processes and identify opportunities for improvement and optimization using Salesforce solutions. Design and propose Salesforce solutions that align with business objectives and best practices. Create detailed user stories, process flows, and functional specifications to guide the development team. Partner with Salesforce developers and administrators to ensure solutions are implemented accurately and effectively. Conduct user acceptance testing (UAT) to ensure solutions meet business requirements and facilitate smooth user adoption. Provide training and support to end-users to ensure they are proficient in using Salesforce tools and features. Monitor and report on key performance indicators (KPls) to measure the success of Salesforce initiatives. Stay up-to-date with the latest Salesforce features, updates, and industry trends to inform business recommendations. Foster a culture of continuous improvement and innovation within the organization. QUALIFICATIONS EDUCATION / EXPERIENCE Bachelor's Degree in Business Administration, Information Technology, or a related field. Two (2) or more years of experience as a Business Analyst, with a focus on Salesforce platform. One (1) or more years experience creating user stories, process flows, and functional specifications. One (1) or more years experience in analyzing business processes and designing Salesforce solutions. One (1) or more years experience in the insurance industry Salesforce Administration Certification SKILLS Strong understanding of Salesforce capabilities, including Sales Cloud, Service Cloud, Marketing Cloud, and Lightning Experience. Strong analytical and problem-solving skills, with the ability to make data-driven decisions. Excellent communication and collaboration skills, with the ability to effectively engage with stakeholders at all levels. Ability to work within a team and to foster teamwork. Proficient in Microsoft Office products. #LI-DD1 We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer. For immediate consideration for this position, please click on the "Apply" button. Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law. Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to For more information on Alliant Insurance Service's benefits, please visit