Salesforce Business Analyst Insurance Domain

Remote Jobs; Madison (WI); Remote; USD 120,000 - 150,000; Full time

Job summary

Remote Jobs is seeking an experienced Salesforce Business Analyst to support a migration from Salesforce Classic to Lightning Experience for a client based near Madison, WI. The contract role requires deep Salesforce expertise and enterprise-level requirements gathering.

You will lead discovery sessions, design declarative solutions, and drive adoption with training and change management. Insurance domain knowledge and a track record on Classic-to-Lightning programs are highly valued.

Qualifications

• 10+ years of Salesforce Business Analyst experience.

Responsibilities

• Collaborate with business stakeholders to assess current-state (Classic) processes and define future-state (Lightning) solutions.

Skills

Salesforce BI Analyst

Lightning migration

Sales Cloud

Service Cloud

Lightning adoption tools

Requirements gathering

Process mapping

Documentation

Stakeholder management

Client-facing communication

Agile/Scrum

Insurance domain knowledge

Salesforce certifications

DevOps exposure

BFSI domain experience

Tools

Jira

ADO

Confluence

Job description

Job Title: Salesforce Business Analyst

Location: Madison, WI (Remote)

Job Type: Contract

Experience: 10+ years

Job Overview Our client is seeking an experienced Salesforce Business Analyst to support a migration from Salesforce Classic to Lightning Experience. The role involves analyzing existing business processes, gathering and translating requirements, and enabling the design of scalable Salesforce solutions. The ideal candidate will have strong insurance domain knowledge and a proven track record on Classic-to-Lightning migration programs.

Key Responsibilities

• Collaborate with business stakeholders to assess current-state (Classic) processes and define future-state (Lightning) solutions
• Conduct discovery sessions and requirement elicitation workshops; translate needs into user stories and acceptance criteria
• Identify gaps, inefficiencies, and transformation opportunities during migration
• Design and configure declarative solutions including workflows, validation rules, reports, dashboards, and Lightning components
• Maintain comprehensive documentation including process flows, data models, and functional specs
• Drive backlog grooming, prioritization, and sprint planning with Product Owners
• Support UAT planning, coordination, and defect resolution
• Provide training, enablement, and change management support to drive user adoption

Required Skills

• 10+ years of Salesforce Business Analyst experience
• Proven Salesforce Classic to Lightning migration experience (minimum 1 full project)
• Strong expertise in Sales Cloud and Service Cloud
• Hands-on experience with Lightning Experience features, limitations, and adoption tools
• Proficiency in requirement gathering, process mapping, and documentation (BRD, FRD, user stories)
• Agile/Scrum experience with tools such as Jira, ADO, and Confluence
• Insurance domain knowledge
• Excellent stakeholder management and client-facing communication skills

Preferred Skills

• Salesforce certifications (Administrator, Business Analyst)
• Experience with Lightning Readiness Reports, Usage App, and adoption metrics
• Exposure to DevOps, CI/CD, and release management
• BFSI domain experience

Location & Work Model

Remote - aligned to Madison, WI

Engagement Details

Contract engagement with an immediate start. Insurance domain experience is required for this role.