At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.
As one of the 10 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at www.alliant.com.
SUMMARY
Responsible for designing effective Salesforce solutions that support business operations and platform growth across the division. This role works closely with business stakeholders and developers to translate business needs into scalable Salesforce solutions. This role plays a key role in shaping Salesforce capabilities, improving business workflows, and ensuring that technology solutions align with enterprise goals, platform best practices, and long-term scalability.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Collaborates with stakeholders to define and document business requirements for Salesforce projects.
Translates business requirements into solution designs aligned with Salesforce capabilities, data models, and integration patterns.
Develops comprehensive business requirements, user stories, acceptance criteria, and process maps to guide the development and implementation teams.
Participates in design discussions and helps evaluate technical options for new features or enhancements.
Supports and/or facilitates UAT for Salesforce feature releases to ensure solutions meet requirements.
Partners with Salesforce administrators and developers to ensure configuration, customization, and integrations meet business needs, architectural standards and Salesforce best practices.
Evaluates system impacts, dependencies, and data flows across Salesforce and connected systems.
Documents system workflows, data mappings, and integration requirements to support development and long-term scalability.
Supports Agile ceremonies, as needed, such as sprint planning, stand-ups, and retrospectives.
Monitors and reports on key performance indicators (KPls) to measure the success and adoption of Salesforce initiatives.
Stays up to date with the latest Salesforce features, updates, and industry trends to inform business recommendations.
Evaluates business processes and recommends improvements through Salesforce configuration, automation, or integrations.
Fosters a culture of continuous improvement and innovation within the organization.
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's Degree in Information Technology, Computer Science, or related field or equivalent combination of education and experience
Six (6) or more years of business analyst or related experience
Six (6) or more years of experience creating user stories, process flows, and functional specifications
Four (4) or more years of business analyst experience with a Salesforce platform
Four (4) or more years of experience in analyzing business processes and designing Salesforce solutions
Experience with Agile methodologies and project management tools, with strong leadership and mentoring skills
Experience translating business needs into functional and technical requirements
Experience gathering business requirements or facilitating stakeholder workshops
Experience with Salesforce integrations, APIs, or middleware
Experience with: Financial Services Cloud, Data Cloud, CRMA / Tableau, Einstein/Agentforce
Experience in the insurance or financial services industry
Salesforce Administration Certification
Platform App Builder Certification
Salesforce Business Analyst or Experience Designer Certification
Platform Developer I
SKILLS
Excellent attention to detail with the ability to summarize complex issues
Strong understanding of Salesforce capabilities and best practices, including Sales Cloud, Service Cloud, Marketing Cloud, and Lightning Experience.
Experience collaborating with developers and administrators on configuration and customization
Strong analytical and problem-solving skills, with the ability to make data-driven decisions
Excellent communication and collaboration skills, with the ability to effectively engage with stakeholders at all levels
#LI-DR2
#LI-REMOTE We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply Now" button.
Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.
If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.
For more information on Alliant Insurance Service's benefits, click here. |
Alliant Insurance Services
Apr 10, 2026