Salesforce Information Systems Engineer

AI overview

Leverage your Salesforce expertise to customize and optimize the platform for a high-volume insurance sales team, driving efficiency and delivering impactful projects.

Location: Office location:  Rochester,NY (hybrid)

 

NEXT’s mission is to help entrepreneurs thrive. We’re doing that by building the only technology-led, full-stack provider of small business insurance in the industry, taking on the entire value chain and transforming the customer experience. 

 

Simply put, wherever you find small businesses, you’ll find NEXT.

 

Since 2016, we’ve helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage. We’re backed by industry leaders in insurance and tech, and we still have room to grow — that’s where you come in.

 

We are seeking an experienced and highly motivated Salesforce Administrator to join our team. In this role, you will leverage your expertise in Salesforce administration and flow development to customize and configure the platform to support our high-volume insurance sales team. Whether working independently or collaborating cross-functionally, you will be instrumental in delivering efficiency-driving projects and contributing to our ambitious goals while upholding the highest standards of communication, planning, documentation, and accountability. If you are seeking this type of challenge, we encourage you to apply.

 

What You’ll Do: 

  • Collaborate directly with stakeholders and end-users to comprehensively analyze and understand business requirements and project objectives. Plan and prioritize projects throughout all development, testing, and deployment phases, ensuring alignment with Salesforce best practices
  • Manage and configure the Salesforce org to meet customer needs, including user account and permission management, report/dashboard creation, flow/low-code development, and bug handling
  • Follow an agile process for developing out-of-the-box and custom Salesforce solutions
  • Step outside of Salesforce to contribute on or lead other information system initiatives where appropriate
  • Continuously apply and expand your knowledge about NEXT as a business

 

What We Need: 

  • Bachelor’s degree in Computer Science, Information Systems, Industrial Engineering, or related technical field
  • 2+ years of hands-on Salesforce experience, including user and custom object configuration and flow development. Strong understanding of the Salesforce platform, with the ability to build custom apps and objects, formula fields, custom views, and other content of intermediate complexity
  • Expertise in designing, optimizing, and troubleshooting complex record-triggered flows, screen flows, and platform event-based automation, including error handling
  • Experience configuring, supporting, and troubleshooting third-party application integrations (e.g., Workato, FormAssembly, DocuSign) with Salesforce. Familiarity with API concepts and ability to build/troubleshoot SOQL queries for data analysis and cleanup
  • Proven success in autonomously leading and delivering declarative technical projects from initiation to deployment, specifically focusing on optimizing operational processes and ensuring solutions support future platform scalability.
  • A proactive, flexible problem-solver and proficient communicator, with a demonstrated ability to understand and effectively articulate complex technical requirements and solutions to non-technical business stakeholders.
  • Experience working with Sales Cloud and Salesforce Lightning Experience environments

 

Unstoppable Qualities: 

  • Experience in financial services or insurance industries
  • Salesforce (Einstein) CRM Analytics and Einstein Activity Capture
  • REST API experience
  • AI enthusiast
  • Salesforce certifications

 

Note on Fraudulent Recruiting
We have become aware that there may be fraudulent recruiting attempts being made by people posing as representatives of Next Insurance. These scams may involve fake job postings, unsolicited emails, or messages claiming to be from our recruiters or hiring managers. 

Please note, we do not ask for sensitive information via chat, text, or social media, and any email communications will come from the domain @nextinsurance.com. Additionally, Next Insurance will never ask for payment, fees, or purchases to be made by a job applicant. All applicants are encouraged to apply directly to our open jobs via the careers page on our website. Interviews are generally conducted via Zoom video conference unless the candidate requests other accommodations. 

If you believe that you have been the target of an interview/offer scam by someone posing as a representative of Next Insurance, please do not provide any personal or financial information. You can find additional information about this type of scam and report any fraudulent employment offers via the Federal Trade Commission's website (https://consumer.ftc.gov/articles/job-scams), or you can contact your local law enforcement agency. 

The range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the position in the location(s) listed. Within the range, individual pay is determined by additional factors, including, without limitation, job-related skills, experience, and relevant education or training. NEXT employees are eligible for our benefits package, consisting of our partially subsidized medical plan, fully subsidized vision/dental options, life insurance, disability insurance, 401(k), flexible paid time off, parental leave and more.

US annual base salary range for this full-time position:
$89,000$146,000 USD

 

Don’t meet every single requirement? Studies have shown that some underrepresented people are less likely to apply to jobs unless they meet every single qualification. At NEXT, we are dedicated to building a diverse, inclusive and respectful workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

 

One of our core values is 'Play as a Team'; this means making sure everyone has an equal chance to participate and make a difference. We win by playing together. Next Insurance is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job-related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. Next's policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Next Insurance is a fast-growing startup based in Silicon Valley and is led by a team of experienced entrepreneurs with a history of successful outcomes. Our mission is to transform insurance for small businesses by combining world-class technology and phenomenal customer service to offer better insurance at a lower price. Next has raised over $880 million from top tier investors and is valued at over $2 billion. Next is well-positioned to become the leader in the $140 billion small business insurance market because we offer a 100% online experience that is tailored to unique business needs and we get customers insured in minutes - something no one else does.  

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Salary
$89,000 – $146,000 per year
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