Business Systems Analyst – Salesforce Focus

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Business Systems Analyst to join their team. 

Job Summary:

We are seeking a Business Systems Analyst with a Salesforce focus to partner across departments and drive business process improvements through technology solutions. This role will serve as a liaison between business stakeholders and technical teams, ensuring requirements are clearly defined, solutions are aligned with business objectives, and projects are delivered successfully.

Key Responsibilities

• Requirements Gathering & Analysis:
  • Collaborate with stakeholders across departments to elicit, document, and validate business requirements.
  • Translate business needs into functional specifications for Salesforce and integrated systems.
• Process Documentation & Design:
  • Document current-state workflows and design future-state processes that align with best practices.
  • Identify gaps and recommend process improvements to optimize efficiency and scalability.
• Project Lifecycle Support:
  • Assist in planning, execution, and monitoring of Salesforce-related projects.
  • Support testing activities, including test case development, UAT coordination, and defect tracking.
  • Ensure deliverables meet quality standards and business expectations.
• Stakeholder Engagement:
  • Guide business teams through key activities and decisions during project phases.
  • Facilitate workshops, demos, and feedback sessions to ensure alignment and adoption.
• Documentation & Reporting:
  • Maintain clear and comprehensive documentation for requirements, processes, and solutions.
  • Provide status updates and communicate risks or issues proactively.
• Post-Implementation Support:
  • Assist with training, knowledge transfer, and ongoing support for Salesforce solutions.
  • Monitor system performance and user feedback to identify enhancement opportunities.

Qualifications

• Bachelor’s degree in Business, Information Systems, or related field (or equivalent experience).
• 3+ years of experience as a Business Analyst, preferably with Salesforce projects.
• Strong understanding of Salesforce capabilities, data models, and all cloud products.
• Experience with documenting workflows, requirements, and user stories.
• Familiarity with Agile and/or Waterfall methodologies.
• Excellent communication, facilitation, and stakeholder management skills.
• Ability to manage multiple priorities and work collaboratively in a fast-paced environment.

Preferred Skills

• Salesforce certifications (Administrator, Business Analyst, or similar).
• Experience with tools such as ADO and Smartsheet for project tracking.
• Knowledge of data migration and testing best practices.