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  • CRM Business Analyst

    Insight Global (Irvine, CA)



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    Job Description

    An employer in the insurance industry is looking for Salesforce Business Analyst to join the fully remote team. This person will be responsible for leading the requirements gathering process by collaborating with stakeholders to define and document business needs for Salesforce projects. They will develop comprehensive business requirements, user stories, acceptance criteria and process maps to guide the development and implementation teams. About 50% of this person's day will be spent in meetings, gathering business requirements and working with various business units, but the other 50% of their day will be spent writing user stories and conducting UAT. The BA will design proof-of-concepts (POCs) and propose Salesforce solutions that align with business objectives and best practices. They will partner with IT/Salesforce resources to ensure the configuration and customization of Salesforce meets business requirements and industry best practices.

     

    We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) .

     

    To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

     

    Skills and Requirements

     

    3-7 years of experience as a Business Analyst on the Salesforce platform

     

    3-7 years of experience writing user stories for Salesforce specific functionalities

     

    Experience working with various Salesforce platforms and features including Sales Cloud, Service Cloud, Marketing Cloud, and Lightning Experience.

     

    This person will not be doing hands-on configurations, rather they need to understand the various platforms' functionalities and how features would work together.

     

    Process documentation experience in their tool of choice (Lucid Chart, Asana, etc.)

     

    Experience working with a ticketing system similar to Azure DevOps, Jira, etc.

     

    Salesforce Administrator Certification

     

    Must be a strong communicator, able to prioritize and re-prioritize tasks and requests from business units based on project goals Sales Cloud Consultant Certification (preferred) or Service Cloud Consultant Certification

    CSM or CSPO certifications null

    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].

     


    Apply Now



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    Insight Global (Irvine, CA)
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