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Requirements and responsibilities
About the RoleBe part of a dynamic team that manages and enhances the Salesforce CRM application for Independent Agent Distribution employees. In this role, you will collaborate closely with both business and IT partners to ensure Salesforce supports evolving business needs. You’ll have the opportunity to work across business and technical areas, turning requirements into practical solutions, supporting system development and integrations, and continuously improving processes and tools to drive sales effectiveness.What You’ll DoProvide business support through Salesforce administration and development efforts, including requirements gathering, testing, and ongoing maintenance.Manage and maintain data within Salesforce, ensuring accuracy, completeness, and compliance.Facilitate business admin processes to include external data into Salesforce.Develop and deliver Salesforce reports and dashboards to support TMs and leadership in sales execution.Collaborate with multiple teams across IA Distribution and the enterprise, including leadership, distribution, data & reporting, ACM, and SFEA.Gather, analyze, and translate business needs into technical requirements and admin-facilitated solutions.Communicate effectively with business and IT partners, ensuring alignment and clarity on project goals.Identify system gaps and process improvements, providing recommendations to enhance Salesforce functionality and business outcomes.RequirementsSalesforce experience, business analysis, or related fieldsBachelor’s degree preferredAdvanced/Fluent EnglishExperience with Agile processes and Salesforce administration/developmentStrong problem-solving, critical thinking, and attention to detailSalesforce, Excel, Microsoft Office Suite; experience supporting reporting, dashboards, and system integrations.Ability to navigate both business and technical environments, translating requirements into actionable solutionsStrong collaboration skills and ability to manage multiple projects effectively.BenefitsCompetitive salary and performance-based bonusesComprehensive benefits packageHome Office modelCareer development and training opportunitiesFlexible work arrangements (remote and/or office-based)Dynamic and inclusive work culture within a globally known groupPrivate Health InsurancePension PlanPaid Time OffTraining & Development*Note: Benefits differ based on employee levelOur Client is one of the United States’ largest insurers, providing a wide range of insurance and financial services products with gross written premiums well over US$25 Billion (P&C). They proudly serve more than 10 million U.S. households with more than 19 million individual policies across all 50 states through the efforts of over 48,000 exclusive and independent agents and nearly 18,500 employees. Finally, our client is part of one the largest Insurance Groups in the world.
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