This is a remote position.
Salesforce Business Analyst – P&C Insurance
Role Summary
We are seeking a senior Salesforce Business Analyst with strong P&C insurance domain expertise to lead BA activities, advise client stakeholders, shape Salesforce solutions, and support account growth.
Key Responsibilities
- Lead requirements gathering, workshops, user stories, acceptance criteria, and process documentation.
- Manage backlog grooming, prioritization, and Agile delivery activities.
- Partner with Salesforce Architects, Developers, QA, and Product Owners to ensure solution alignment.
- Support UAT, defect management, go-live, and hypercare.
- Provide P&C insurance expertise across policy, underwriting, claims, billing, distribution, and customer service.
- Recommend Salesforce-native/configuration-first solutions and identify risks, dependencies, and trade-offs.
- Build relationships with business and technology leaders and identify opportunities for process improvement and account growth.
- Support PreSales, solutioning, estimates, and SOW development.
Requirements
Required Qualifications
- 12+ years of BA/Consulting experience with 8+ years in Salesforce implementations.
- 4+ years of P&C insurance experience, preferably Personal Lines/Homeowners.
- Strong knowledge of Sales Cloud, Service Cloud, Experience Cloud, and Financial Services Cloud/Insurance.
- Experience conducting requirements workshops with senior stakeholders.
- Strong Agile/Scrum/SAFe and Jira experience.
- Excellent communication, presentation, facilitation, and stakeholder management skills.
Preferred
- Salesforce certifications such as Administrator, Business Analyst, or Agentforce.
- Experience with Digital Insurance/FSC, Guidewire/Duck Creek integrations, data migration, reporting, and analytics.
- PreSales, solutioning, or account-growth experience in a consulting environment.
Benefits
Skills Required
- 12+ years of business analysis or consulting experience
- 8+ years of Salesforce implementation experience
- 4+ years of P&C insurance experience
- Strong knowledge of Sales Cloud, Service Cloud, Experience Cloud, and Financial Services Cloud or Salesforce Insurance
- Experience conducting requirements workshops with senior stakeholders
- Strong Agile, Scrum, SAFe, and Jira experience
- Excellent communication, presentation, facilitation, and stakeholder management skills
- Personal Lines or Homeowners insurance experience
- Salesforce Administrator, Business Analyst, or Agentforce certifications
- Experience with Digital Insurance, FSC, Guidewire or Duck Creek integrations, data migration, reporting, and analytics
- Presales, solutioning, or account-growth experience in a consulting environment
What We Do
Exavalu leads the way in business and technology consulting and solution delivery, focusing on specialized digital transformation across the Insurance, Healthcare & Life Sciences, and Nonprofit industries. As an award-winning digital transformation advisor, we take pride in delivering leading-edge solutions to clients worldwide. Led by industry veterans and technology experts, we bring our deep understanding in customer experience, process automation, digital engineering, cloud, data and AI with a very strong industry core foundation. Drawing on our industry insights and technological acumen, we enable clients to drives growth, profitability, and cost optimization. We mitigate risks and elevate customer experience through our comprehensive suite of services, including strategic advisory, expert-led technology [build and maintenance], and best-in-class products and solutions. Our unwavering focus on understanding the industry's hard problems and finding the right solution has garnered recognition as the preferred ally for organizations seeking transformative growth.
