Senior Salesforce Analyst

MetLif; Cary (NC); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer matching

Paid time off

Life insurance

Job summary

MetLife's Global Technology team seeks a Senior Functional Analyst to shape Sales Technology capabilities for US Group Benefits, partnering with product, architecture, and engineering to translate business needs into Salesforce-based solutions.

You will lead discovery, write user stories, analyze gaps, and drive backlog in a SAFe environment, collaborating with stakeholders to boost productivity and adoption.

Qualifications

• 5+ years as a Functional Analyst or related role.
• Experience leading discovery, elicitation, and documentation.
• Agile SAFe delivery experience with ceremonies.
• Hands-on Salesforce.com configuration and support.
• Experience analyzing cross-system data flows.
• Strong analytical and stakeholder management skills.
• Experience with testing, UAT, and production support.
• Ability to produce functional specifications and process flows.

Responsibilities

• Lead discovery and requirements analysis for GB360 Sales capabilities, workflows, and user journeys.
• Translate business needs into clear user stories, acceptance criteria, process flows, wireframes, functional specifications, test inputs, and support-ready documentation.
• Perform gap analysis and recommend Salesforce, COTS/SaaS, business process, data, or integration solutions.
• Participate in backlog prioritization and refinement, connecting work to business value, user needs, dependencies, and readiness criteria.
• Provide functional and configuration analysis for Salesforce.com capabilities, while partnering with technical teams on design options and implementation tradeoffs.
• Analyze integrations involving Data Hubs, Seismic, underwriting, pricing, AI / Agentic capabilities, and related enterprise platforms.
• Support implementation, system/integration testing, UAT, defect triage, release readiness, adoption support, and issue resolution.
• Work in SAFe ceremonies including PI Planning, sprint planning, refinement, demos, retrospectives, and cross-team dependency discussions.
• Evaluate opportunities to use Salesforce Einstein-enabled capabilities and other approved AI-assisted experiences to improve productivity and user adoption.
• Create concise, reusable artifacts that enable business users, developers, testers, support partners, and stakeholders to make aligned decisions.

Skills

Functional Analyst

Salesforce Analyst

Agile SAFe

Requirements analysis

Data integration

Stakeholder management

Testing & UAT

Functional specs

Tools

Salesforce

Seismic

Data Hub

Job description

When you join MetLife’s Global Technology team, you’ll be part of a forward-thinking group dedicated to shaping the future of digital solutions for customers worldwide. You’ll develop, maintain and support technology applications and delivery, leveraging AI, automation, and contemporary ways of working to enhance experiences and drive business outcomes. Your work will simplify complex processes, improve tech resiliency, and ensure high-performing, seamless solutions that power life’s most important moments. In this dynamic environment, you’ll collaborate with talented peers across teams and functions, expanding your skills in impactful ways. Ready to push boundaries and set new industry standards? Join us and help drive the future of technology forward.

The Opportunity

MetLife is seeking a senior Functional Analyst to help shape and deliver Sales Technology capabilities for US Group Benefits sales users, account executives, sales managers, and sales operations teams. This role sits in a SAFe scaled delivery environment and partners closely with product, architecture, engineering, QA, operations, and business stakeholders to translate business outcomes into Salesforce-based delivery work.

The analyst will support Sales Cloud, opportunity and pipeline workflows, Book of Business views, seller productivity, Sales and Underwriting collaboration, and sales-service handoffs. Salesforce.com is the primary platform, with integrations and dependencies across enterprise data, content, workflow, underwriting, pricing, and analytics capabilities.

Key Responsibilities

• Lead discovery and requirements analysis for GB360 Sales capabilities, workflows, and user journeys.
• Translate business needs into clear user stories, acceptance criteria, process flows, wireframes, functional specifications, test inputs, and support‑ready documentation.
• Perform gap analysis and recommend Salesforce, COTS/SaaS, business process, data, or integration solutions.
• Participate in backlog prioritization and refinement, connecting work to business value, user needs, dependencies, and readiness criteria.
• Provide functional and configuration analysis for Salesforce.com capabilities, while partnering with technical teams on design options and implementation tradeoffs.
• Analyze integrations involving Data Hubs, Seismic, underwriting, pricing, AI / Agentic capabilities, and related enterprise platforms.
• Support implementation, system/integration testing, UAT, defect triage, release readiness, adoption support, and issue resolution.
• Work in SAFe ceremonies including PI Planning, sprint planning, refinement, demos, retrospectives, and cross‑team dependency discussions.
• Evaluate opportunities to use Salesforce Einstein‑enabled capabilities and other approved AI‑assisted experiences to improve productivity and user adoption.
• Create concise, reusable artifacts that enable business users, developers, testers, support partners, and stakeholders to make aligned decisions.

Required Qualifications

• 5+ years of experience as a Functional Analyst, Business Systems Analyst, Product Analyst, Product Owner support analyst, Salesforce analyst, or consultant creating technology solutions.
• Experience leading discovery, requirements elicitation, functional analysis, gap analysis, user‑story definition, acceptance criteria, and business‑rule documentation.
• Experience working in Agile delivery, preferably SAFe, with participation in refinement, sprint ceremonies, PI planning, demos, retrospectives, testing, and release readiness.
• Hands‑on experience with Salesforce.com or comparable enterprise CRM / COTS / SaaS platforms, including configuration concepts and functional support.
• Experience analyzing integrations, data flows, cross‑system dependencies, and process impacts across enterprise platforms.
• Strong analytical thinking, root‑cause analysis, problem solving, communication, presentation, and stakeholder management skills.
• Experience supporting implementation, system/integration testing, UAT, defect triage, issue resolution, and production support handoff.
• Ability to produce concise functional specifications, process flows, wireframes, user guidance, test inputs, and decision‑ready analysis.

Preferred Qualifications

• Salesforce Administrator, Salesforce Business Analyst, Sales Cloud Consultant, Service Cloud Consultant, SAFe for Teams, or SAFe Scrum Master certification.
• Knowledge of Salesforce Einstein‑enabled capabilities, AI‑assisted CRM workflows, recommendations, natural‑language retrieval, or guided selling/service features.
• Experience with Seismic, Data Hub integrations, underwriting, pricing, AI‑enabled solutions, AI Agentic solutions, workflow orchestration, or enterprise data/analytics platforms.
• Experience in insurance, group benefits, broker/customer relationship management, commercial sales, or service operations.
• Experience using AI in development life cycle and building AI‑enabled solutions
• Experience partnering with product managers, product owners, solution architects, engineering leads, QA, DevSecOps, vendors, and distributed delivery teams.

Benefits We Offer

Our U.S. benefits address holistic well‑being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no‑cost short‑and long‑term disability. We also provide company‑paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, paid time off