Salesforce Business Analyst

Introduction

As a Salesforce Business Analyst, you will be responsible for analyzing business processes, identifying improvement opportunities, and translating business needs into effective technology and operational solutions within the Insurance domain. You will collaborate with business stakeholders, IT teams, and cross-functional partners to deliver high-quality solutions that enhance efficiency, compliance, and customer experience across insurance operations.

Responsibilities

• Analyze end-to-end insurance business processes, systems, and data to identify gaps, inefficiencies, and opportunities for optimization.
• Recommend process improvements and system enhancements aligned with business goals and regulatory requirements.
• Support initiatives related to policy administration, underwriting, claims, billing, and customer service systems.
• Elicit, analyze, document, and validate business and functional requirements through stakeholder interviews, workshops, and working sessions.
• Translate business requirements into detailed functional specifications, use cases, process flows, and data mappings.
• Act as a liaison between business users, product owners, developers, QA teams, and vendors.
• Develop and maintain comprehensive project documentation including BRDs, FRDs, process flow diagrams, user guides, and training materials.

Requirements

• Required Skills:
• Handling Multiple Systems and works on Salesforce Sales and Service cloud is mandatory.
• Fluent communication to represent in business and SLT meetings.
• Required Education: Bachelor’s degree in business administration, Information Technology, or a related field.
• Required Experience:
• 12+ years of experience as a Business Analyst.
• 5-7 years of experience as a Business Analyst, preferably within the Insurance domain.
• Strong understanding of insurance operations, workflows, and regulatory considerations.
• Proven expertise in requirements gathering, business process modeling, and functional documentation.
• Excellent analytical, problem-solving, and critical-thinking skills.
• Strong verbal and written communication skills with the ability to engage both technical and non-technical stakeholders.
• Preferred Skills & Competencies:
• Experience working in Agile and/or Waterfall project environments.
• Working knowledge Oracle/SQL Server.
• Working Knowledge on Dot Net or Java or Salesforce.
• Proficiency with business process modeling tools (e.g., Visio, BPMN tools).
• Familiarity with business intelligence, reporting tools, and data analysis techniques.
• Experience supporting UAT and working with QA teams.
• Ability to manage multiple priorities in a fast-paced environment.