Salesforce Business Analyst

Posted 6 Days Ago
Hiring Remotely in US
Remote
Senior level
Insurance
The Role
Manage day-to-day configuration, support, maintenance, and enhancements of Salesforce. Gather requirements, design scalable solutions, run projects end-to-end, create documentation and training, perform admin tasks, configure automation, provide user support, and assist the product owner with sprint planning.
Summary Generated by Built In
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

What you’ll be doing:

Reporting directly to our Salesforce Product Manager, this individual will be responsible for day-to-day configuration, support, maintenance, and enhancements to our Salesforce environment. This individual will be responsible for effectively communicating with clients, developers, and internal stakeholders to fulfill the company's Salesforce-focused needs.

Other responsibilities include:

  • Support senior leadership on strategic initiatives and operational improvements.

  • Collaborate with business stakeholders to identify requirements and develop scalable Salesforce solutions.

  • Manage Salesforce projects from inception to completion, including information gathering, planning, and execution.

  • Create and maintain Salesforce documentation, such as process flows, data models, user training materials, and technical specifications.

  • Assist with administrative functions, including user management tasks such as new user setup/deactivation, profile management, permissions, public groups, and password resets.

  • Perform Salesforce configuration changes, such as validation rules, fields, page layouts, record types, custom settings, dashboards, and reports.

  • Evaluate new software solutions to enhance our technical stack.

  • Serve as an internal resource for Salesforce user support and provide training as needed.

  • Support the product owner in defining value, priority, and scope for upcoming sprints.

About you:

  • 5+ years of proven experience as a Salesforce Administrator or Technology Business Analyst.

  • Proficiency in Salesforce Data Loader, Lightning, and automation tools like flow.

  • Familiarity with Apex classes and their application within Salesforce.

  • Demonstrated ability to apply critical thinking, analytical, and problem-solving skills in a fast-paced environment while managing multiple requests.

  • Strong track record of identifying and optimizing process inefficiencies within Salesforce workflows.

  • Experience in evaluating and implementing new technology tools to enhance team productivity and efficiency.

  • Highly organized with meticulous attention to detail

  • Effective team player with exceptional interpersonal, communication, and project management abilities.

  • Knowledgeable in Agile methodologies and tools such as Jira and Confluence

  • Proficient in utilizing tools and processes like Lucidchart for formulating use cases and designing project requirements

What we offer:

  • Competitive compensation & benefits package

  • Massive scalability and growth opportunities

  • Incomparable company culture

  • Flexible vacation, WFH, remote work policies

#LI-RL1

IND1

Click here for some insight into our culture!

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Skills Required

  • 5+ years experience as a Salesforce Administrator or Technology Business Analyst
  • Proficiency with Salesforce Data Loader
  • Proficiency with Salesforce Lightning
  • Proficiency with automation tools like Salesforce Flow
  • Familiarity with Apex classes and their application within Salesforce
  • Experience with Salesforce administrative functions (user setup/deactivation, profiles, permissions, groups)
  • Experience creating process flows, data models, user training materials, and technical specifications
  • Experience evaluating and implementing new technology tools
  • Knowledge of Agile methodologies and tools such as Jira and Confluence
  • Proficiency using Lucidchart for use cases and project requirements
  • Strong analytical, problem-solving, organization, communication, and project management skills

The Baldwin Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Baldwin Group and has not been reviewed or approved by The Baldwin Group.

  • Healthcare Strength Health coverage includes flexible medical options, 24/7 telemedicine, mental health support, company‑paid life and disability, plus dental and vision. Feedback suggests these comprehensive offerings contribute meaningfully to total rewards.
  • Leave & Time Off Breadth Time‑off programs span parental leave, paid holidays, paid sick days, and flexible PTO, with some teams citing unlimited PTO. Feedback suggests flexible PTO depth is a valued element of the package.
  • Equity Value & Accessibility Equity grants are provided to all new hires. Feedback suggests broad‑based equity can enhance perceived fairness and long‑term value.

The Baldwin Group Insights

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The Company
HQ: Tampa, Florida
3,080 Employees

What We Do

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we Protect the Possible℠.

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