Senior Business Systems Analyst - Salesforce

Posted 2 Days Ago
Tampa, FL, USA
In-Office
Senior level
Insurance
The Role
Lead Salesforce-focused business analysis: gather and translate requirements, partner with developers and stakeholders, drive automation and integrations, support Agile delivery and UAT, and optimize Salesforce processes across Sales, Agency Operations, Marketing, and related functions.
Summary Generated by Built In

Slide Insurance - Fun. Innovation Driven. Fueled by Passion, Purpose and Technology.

At Slide, you will not only be part of a successful team, but you will also be a part of our Slide Vibe/award winning culture where collaboration and innovation are expected, recognized and awarded!

As a Senior Business Systems Analyst supporting our Salesforce team, you’ll partner with business and technology teams to deliver Salesforce enhancements, automation, integrations, and process improvements across Sales, Agency Operations, Marketing, and other business functions. You’ll own requirements from discovery through delivery, helping ensure Salesforce solutions solve the right business problems and create measurable value.

What You'll Do
Business Analysis & Salesforce Delivery
  • Lead requirements gathering and translate business needs into user stories, process flows, functional requirements, and acceptance criteria.

  • Partner with Salesforce developers, business stakeholders, QA, Operations, and Production Support to clarify requirements and deliver effective solutions.

  • Analyze current Salesforce processes and identify opportunities for automation, simplification, and system optimization.

  • Support solutions from initial discovery through testing, release, and post-production support.

Agile Delivery & Stakeholder Partnership
  • Participate in Agile ceremonies, including refinement, sprint planning, stand-ups, reviews, and retrospectives.

  • Serve as a key liaison between business and technical teams, ensuring shared understanding of business needs, priorities, and expected outcomes.

  • Support user acceptance testing, requirements traceability, defect resolution, and production releases.

  • Communicate dependencies, risks, decisions, and progress clearly to stakeholders across technical and business teams.

Salesforce Optimization & Strategic Initiatives
  • Support Salesforce enhancement initiatives that improve business processes and user experience.

  • Drive process automation and system optimization efforts across Salesforce-supported functions.

  • Assist with Salesforce integrations and strategic CRM roadmap initiatives across Agency Operations, Homefront, Marketing, and other business areas.

  • Evaluate business needs and recommend practical Salesforce solutions that support operational efficiency and business growth.


What You Bring
  • Bachelor's degree in Computer Science, Business, MIS, or a related field, or High School diploma and equivalent relevant work experience
  • 5+ years of Business Systems Analysis experience, including hands-on ownership of requirements and solution delivery.
  • 3+ years of Salesforce experience supporting enhancements, implementations, integrations, or business process improvements.
  • 4+ years of experience in Property & Casualty insurance
  • Strong experience with requirements gathering user stories, acceptance criteria, process mapping, stakeholder management, and Agile delivery.
  • Strong analytical and problem-solving skills with the ability to translate business challenges into clear system requirements.
  • Excellent written and verbal communication skills with the ability to partner effectively across business, development, QA, Operations, and support teams.
  • A hands-on, ownership-oriented approach with the ability to independently investigate problems and stay engaged through delivery.
  • Experience with Salesforce Sales Cloud and/or Service Cloud preferred.
  • Salesforce certifications preferred.
  • Proficiency with Microsoft 365 applications, including Teams, SharePoint, Word, Excel, PowerPoint, and Outlook
  • Commitment to living Slide's Core Values

What Slide Offers To You
The Slide Vibe - An opportunity to be a part of a fun and innovation-driven culture fueled by Passion, Purpose and Technology! Slide offers many opportunities to collaborate and innovate across the company and departments, as well as get to know other Sliders. From coffee chats, to clubs, to social events - we plan it, so all Sliders feel included and Enjoy their Journey.
Benefits - Created using Slider feedback, Slide offers a comprehensive and affordable benefits package to cover all aspects of health...Physical, Emotional, Financial, Social and Professional. A Lifestyle Spending Account is set up for each Slider and Slide contributes to it monthly for use on any benefit that individually suits you - Health Your Way!
2023 - 2026 BEST PLACE TO WORK - Tampa Bay Business Journal   

2024, 2025 & 2026 TOP WORKPLACE - Tampa Bay Times   & USA TODAY

 

Skills Required

  • Bachelor's degree in Computer Science, Business, MIS, or related field, or High School diploma with equivalent relevant work experience
  • 5+ years of Business Systems Analysis experience with ownership of requirements and solution delivery
  • 3+ years of Salesforce experience supporting enhancements, implementations, integrations, or business process improvements
  • 4+ years of experience in Property & Casualty insurance
  • Strong experience with requirements gathering, user stories, acceptance criteria, process mapping, stakeholder management, and Agile delivery
  • Strong analytical and problem-solving skills and excellent written and verbal communication
  • Hands-on, ownership-oriented approach with ability to investigate problems and stay engaged through delivery
  • Proficiency with Microsoft 365 applications including Teams, SharePoint, Word, Excel, PowerPoint, and Outlook
  • Experience with Salesforce Sales Cloud and/or Service Cloud
  • Salesforce certifications
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The Company
HQ: Tampa, FL
80 Employees
Year Founded: 2021

What We Do

Slide stands at the forefront of innovative homeowners insurance solutions, offering flexible coverage options to meet the evolving needs of today's homeowners. Established in 2021 in Tampa, FL, Slide was built by industry veterans with extensive knowledge of the property insurance landscape. We have quickly grown to one of the top ten largest Florida homeowners’ insurance companies. Slide combines technology with robust financial backing, ensuring our policyholders are fully restored following a covered loss. Our financial resilience is underscored by a Demotech Rating of “A” (Exceptional), bolstered by a $1.8B reinsurance program.

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