Salesforce Business Analyst

Alliant Insurance Services; Omaha (NE); On-site; USD 70,000 - 110,000; Full time

Job summary

Alliant Insurance Services, part of the Alliant family, is seeking a Salesforce Business Analyst to analyze business requirements and design Salesforce solutions that improve operational efficiency. You will work with executives, sales, and customer service to deliver results, write user stories and specs, and guide developers through implementation.

The role requires collaboration with stakeholders, UAT, training end-users, and ongoing KPI monitoring to ensure successful Salesforce initiatives

Qualifications

• Bachelor's degree in business administration, IT, or related field.
• 2+ years as a Business Analyst focused on Salesforce.
• 1+ year creating user stories, process flows and functional specs.
• Experience analyzing business processes and designing Salesforce solutions.
• Salesforce Administration Certification.

Responsibilities

• Gather and document business requirements for Salesforce projects with stakeholders.
• Analyze processes to identify optimization opportunities using Salesforce solutions.
• Design Salesforce solutions aligned with business goals and best practices.
• Create detailed user stories, process flows, and functional specs for developers.
• Collaborate with Salesforce developers/administrators to ensure correct implementation.
• Conduct UAT to confirm requirements and support user adoption.
• Provide training and support to end users of Salesforce tools.
• Monitor KPIs and report on Salesforce project success.
• Stay updated on Salesforce features and industry trends to guide recommendations.
• Foster continuous improvement and innovation within the team.

Skills

Salesforce capabilities

Analytical thinking

Communication

Team collaboration

MS Office proficiency

Education

Bachelor's Degree (Business/IT)

Salesforce Administration Certification

Tools

Sales Cloud

Service Cloud

Marketing Cloud

Lightning Experience

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.

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 [e-mail]. For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits.