Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Salesforce Platform Lead (Admin/BA) to join their team.
We are seeking a hybrid Salesforce professional who partners across departments to translate business needs into scalable Salesforce solutions and ensures those solutions are adopted, understood, and successful. This role combines business analysis, hands‑on product owner/administration across multi‑cloud Salesforce environments, and user enablement/communications. You will serve as a liaison between stakeholders and technical teams, own core admin/config tasks, support deployments (ADO/Gearset), and partner on change management and adoption activities across multiple business units.
Key Responsibilities:
1) Business Analysis & Process Design
- Elicit, document, and validate business requirements; translate needs into user stories and functional specs for Salesforce and integrated systems.
- Map current‑state workflows; design future‑state processes aligned to best practices and scalability.
- Identify gaps, propose improvements, and align solutions with business outcomes and governance standards.
- Facilitate workshops, demos, and feedback sessions to drive alignment and decision‑making.
2) Salesforce Administration & Configuration
- Manage users, profiles/roles, permission sets, sharing rules, and data/metadata security.
- Configure objects, fields, page layouts, record types, validation rules, formulas, and declarative automation (Flow).
- Leverage reporting and query capabilities to deliver actionable dashboards and reports for end users and leadership.
- Support multi‑cloud capabilities (e.g., FSC, Experience Cloud, Pardot/Account Engagement) and ensure data integrity across business units and orgs.
- Own the lifecycle of all third‑party applications and managed packages, including evaluation, installation, configuration, maintenance, and ongoing vendor coordination.
- Partner with technical and business stakeholders on solution‑architecture‑level decisions, contributing to scalable, secure, and forward‑looking designs.
- Act as a product owner for the business, engaging with stakeholders to define requirements, manage backlog prioritization, shape the roadmap, and ensure solutions align with strategic objectives.
3) Deployment & Release Support (ADO & Gearset)
- Support the release lifecycle using Azure DevOps (ADO) and Gearset (work item alignment, package prep/validation, metadata comparisons, basic issue resolution).
- Coordinate environment readiness, sandbox refresh timing, and cross‑team quality checks.
- Maintain light but accurate release documentation (change logs, deployment checklists, release notes) and assist with post‑deployment validation.
4) Training, Enablement & Communications
- Partner on role‑based training (live sessions, micro‑learning, knowledge articles) to promote adoption and best practices.
- Partner on change communications: create clear, audience‑appropriate updates, release notes, “what’s changing/why it matters,” and quick‑reference guides.
- Serve as product owner for SME office hours; capture feedback and translate into enhancement backlog items.
5) Support, Quality & Continuous Improvement
- Own and resolve support tickets promptly; conduct root‑cause analysis and prevent recurrence through configuration or training updates.
- Coordinate UAT (test cases, acceptance criteria, defect tracking) and ensure deliverables meet quality and compliance standards.
- Monitor system performance, release features, and usage analytics to recommend enhancements and drive continuous improvement.
6) Documentation, Governance & Reporting
- Maintain high‑quality documentation: requirements, process maps, solution designs, runbooks, and post‑implementation materials.
- Communicate status, risks, and issues proactively; uphold change management and security/governance policies.
- Contribute to a living knowledge base and consistent standards across orgs.
Qualifications:
- Salesforce Administrator certification.
- 5+ years in Salesforce roles spanning business analysis and administration (multi‑cloud and/or multi‑org experience preferred).
- Strong understanding of Salesforce data models, security/sharing, and declarative automation (Flow).
- Demonstrated experience creating reports/dashboards and writing clear user stories/acceptance criteria.
- Hands‑on familiarity with ADO (or Jira) for work management and Gearset for deployments.
- Excellent communication, facilitation, and stakeholder management skills, with proven ability to translate technical concepts for business audiences.
- Ability to manage multiple priorities and work collaboratively in a fast‑paced environment.
Preferred Qualifications:
- Additional Salesforce certifications (Advanced Administrator, Business Analyst, Platform App Builder).
- Background in data migration and testing best practices; Smartsheet or similar project tools.
- Enablement/communications experience (training delivery, instructional content, change communication plans).
- Industry experience in insurance or financial services.
Disclaimer:
While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.
Equal Employment Opportunity (EEO):
FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.
Benefits:
FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!
