Senior Salesforce Analyst

Posted 4 Hours Ago
Be an Early Applicant
Cary, NC, USA
Hybrid
105K-155K Annually
Senior level
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
At MetLife, we’re a purpose-driven company that helps our customers build a more confident future.
The Role
Leads discovery and requirements analysis for Salesforce-based sales technology capabilities supporting group benefits sales teams. Translates business needs into user stories, acceptance criteria, process flows, wireframes, specifications, test inputs, and support documentation. Performs gap and integration analysis, supports backlog prioritization, testing, UAT, defect resolution, release readiness, and production handoff. Partners with product, architecture, engineering, QA, operations, and business stakeholders in a SAFe delivery environment, while evaluating Salesforce Einstein and AI-assisted productivity solutions.
Summary Generated by Built In
Description and Requirements
The Team You Will Join
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.
  • Bachelor degree or equivalent work experience.

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.

Location Expectation: This is a hybrid role requiring a minimum of 3 days per week in office.
The expected salary range for this position is $104,900 - $154,950 . This role may also be eligible for annual short-term incentive compensation. All incentives and benefits are subject to the applicable plan terms.
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, paid holidays, volunteer time off, tuition assistance and much more! For more information regarding MetLife's U.S. benefits, please click here .
About MetLife
Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World's 25 Best Workplaces™, as well as the Fortune 100 Best Companies to Work For®, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
As part of our New Frontier strategy, MetLife is building an AI-enabled, people-centered future. We're looking for people who bring curiosity, adaptability, and a growth mindset as we use AI to enhance how we serve customers, support communities, and evolve the way work gets done. At MetLife, AI is a responsible partner that supports human judgment, creativity, and continuous improvement while helping us build trust, inclusion, and long-term value.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
If you need an accommodation due to a disability, please email us at [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
This posting is for a current vacancy and is anticipated to remain open for at least 45 days from the listed posting date.
#BI-Hybrid

Skills Required

  • 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, including refinement, sprint ceremonies, PI planning, demos, retrospectives, testing, and release readiness.
  • Hands-on experience with Salesforce.com or comparable enterprise CRM, COTS, or 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 and 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.
  • Bachelor degree or equivalent work experience.
  • Salesforce Administrator, Salesforce Business Analyst, Sales Cloud Consultant, Service Cloud Consultant, SAFe for Teams, or SAFe Scrum Master certification.
  • Knowledge of Salesforce Einstein capabilities, AI-assisted CRM workflows, recommendations, natural-language retrieval, or guided selling and service features.
  • Experience with Seismic, Data Hub integrations, underwriting, pricing, AI-enabled or agentic solutions, workflow orchestration, or enterprise data and analytics platforms.
  • Experience in insurance, group benefits, broker or customer relationship management, commercial sales, or service operations.
  • Experience using AI in the development lifecycle and building AI-enabled solutions.
  • Experience partnering with product managers, product owners, solution architects, engineering leads, QA, DevSecOps, vendors, and distributed delivery teams.

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The Company
HQ: New York, NY
43,000 Employees
Year Founded: 1868

What We Do

We're honored to be No. 10 on Great Place to Work's World's Best Workplaces and recognized in the Fortune 100 Best Companies to Work For® list in 2025. At MetLife, we're leading the global transformation of an industry we’ve defined for over 157 years. At MetLife, every innovation and line of code is a lifeline for our customers and their families—from victims of natural disasters to people living with disabilities and beyond. With operations in more than 40 markets and leading positions across the globe, MetLife fosters an inclusive culture where our people are energized and inspired to deliver for our customers and communities. Join our remarkable journey—one in which you help write the next century of innovation in financial services—because with MetLife, making the world a better place is All Together Possible.

Why Work With Us

At MetLife, you’ll be working for a company whose purpose is to help customers throughout their life’s journey, and often in their most critical time of need. You’ll be a part of developing leading-edge platforms that will have a lasting impact on the lives and well-being of tens of millions of customers.

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About our Teams

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Hybrid Workspace

Employees engage in a combination of remote and on-site work.

MetLife's current workplace policies classify roles as Office, Hybrid or Virtual based on the nature of work, encouraging new ways of working together

Typical time on-site: Flexible
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