Salesforce BA

OwlSure; New York (NY); On-site; USD 110,000 - 150,000; Full time

Job summary

OwlSure is seeking an experienced Salesforce Business Analyst in New York to drive Sales Cloud transformations within Life & Annuities. You will partner with business stakeholders, product owners, Salesforce and integration teams to define requirements, optimize sales processes, and support end-to-end implementations for distributor-based insurance sales channels.

The role demands 7+ years of BA experience, 4+ years with Sales Cloud, and deep domain knowledge in Life & Annuities.

Qualifications

• 7+ years of Business Analysis experience.
• 4+ years of Salesforce Sales Cloud experience.
• Proven Life & Annuity Insurance domain expertise.
• Strong knowledge of insurance distribution models and lifecycle management.
• Experience with Bancassurance, IMO, and Retail Agency channels.
• Experience creating BRDs, FRDs, user stories, and process flows.
• Familiarity with Agile/Scrum delivery methodologies.
• Excellent communication and presentation skills.

Responsibilities

• Gather and document requirements for Salesforce Sales Cloud implementations.
• Lead workshops with stakeholders across Life & Annuity Insurance operations.
• Translate needs into functional requirements, user stories, and process flows.
• Support implementation and optimization for distributor-driven sales models.
• Analyze lead, opportunity, producer onboarding, distributor, and policy sales processes.
• Collaborate with Salesforce architects, developers, QA, and stakeholders.
• Support integration requirements involving Databricks-based platform, Broker Portal, and Policyholder Portal.
• Perform gap analysis between current and target processes.
• Facilitate UAT planning, execution, and sign-offs.
• Create BRDs/FRDs and stakeholder communications.
• Coordinate with teams supporting modern digital portals.

Skills

Business Analysis

Sales Cloud

Stakeholder Management

Agile & Scrum

Requirements Elicitation

Tools

Salesforce Platform

Databricks

Job description

We are seeking an experienced Salesforce Business Analyst with strong expertise in Sales Cloud and deep domain knowledge in Life & Annuities Insurance. The ideal candidate will play a key role in driving Salesforce transformation initiatives focused on distributor-based insurance sales channels.

This role requires close collaboration with business stakeholders, product owners, Salesforce teams, and integration teams to define requirements, optimize sales processes, and support end-to-end implementation initiatives.

Key Responsibilities

• Gather, analyze, and document business requirements for Salesforce Sales Cloud implementations and enhancements.
• Conduct workshops and discovery sessions with business stakeholders across Life & Annuity Insurance operations.
• Translate business needs into detailed functional requirements, user stories, process flows, and acceptance criteria.
• Support Salesforce Sales Cloud implementation and optimization initiatives for distributor-driven sales models.
• Analyze and improve lead management, opportunity management, producer onboarding, distributor management, and policy sales processes.
• Partner with Salesforce architects, developers, QA teams, and business stakeholders throughout the project lifecycle.
• Support integration requirements involving:
• Databricks-based enterprise data platform
• Broker Portal
• Policyholder Portal
• Upstream and downstream insurance systems
• Perform gap analysis between current-state and target-state business processes.
• Facilitate UAT planning, execution support, and business sign-offs.
• Create business process documentation, training material, and stakeholder communications.
• Collaborate with teams supporting modern digital platforms, including broker and policyholder portals.
• Required Qualifications
• 7+ years of Business Analysis experience.
• 4+ years of Salesforce Business Analysis experience with Sales Cloud.
• Proven experience in Life & Annuity Insurance domain.
• Strong understanding of insurance distribution models and producer lifecycle management.
• Experience working with:
• Bancassurance channels
• Independent Marketing Organizations (IMO)
• Retail Agency channels
• Experience supporting Salesforce implementation or transformation programs.
• Strong expertise in requirements elicitation, process mapping, and stakeholder management.
• Experience creating Business Requirement Documents (BRDs), Functional Requirement Documents (FRDs), user stories, and process flows.
• Knowledge of Agile and Scrum delivery methodologies.
• Excellent communication and presentation skills.
• Preferred Qualifications
• Experience with Salesforce Marketing Cloud.
• Experience supporting customer engagement and distribution transformation initiatives.
• Understanding of Broker Portals and Policyholder Portals built on modern technology platforms.

About OwlSure:

OwlSure enables Financial Services, Healthcare, and Life Insurance organizations to achieve value for their budgets, accelerate speed-to-market, and scale operations. Supported by our thoughtfully designed solutions and services and continuously optimized delivery platform, we remain focused on consistently delivering value for budgets, speed to market and the scale to operate for our customers.

OwlSure is an Equal Opportunity Employer committed to fostering a diverse and inclusive workplace. We make all employment decisions based on qualifications, merit, and business needs, without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, protected veteran status, genetic information, or any other characteristic protected by applicable federal, state, or local law.

We are also committed to providing reasonable accommodation for qualified individuals with disabilities and applicants throughout the recruitment process, in accordance with applicable laws.