Sammons Financial Group Companies · 3 days ago
Business Systems Analyst - Salesforce Administrator
Sammons Financial Group is a company focused on providing innovative financial solutions, and they are seeking a Business Systems Analyst - Salesforce Administrator to support their software platforms. The role involves configuring and maintaining Salesforce systems, developing business requirements, and collaborating with various teams to enhance operational efficiency.
Responsibilities
Configuration and building service cloud omnichannel and omnichannel flows
Integrate, configure and maintain systems to enable efficiencies in crucial areas of the business
Develop business requirements, specifications, process flows, application design and configuration alongside testing and deployment
Create and maintain custom objects, fields, views, reports, workflows, dashboards, campaigns and functions
Manage multiple stakeholders' engagements and work with associated team members to understand projects, facilitate analysis of business process, gather and document requirements and develop technology solutions
Collaborate with Operations team members in translating business requirements to functional technical specifications to meet users’ needs
Manage day-to-day administration and maintenance of platform including user account management, production support queue, reports and dashboards, workflows, performance monitoring and backups, security of instances, sharing rules and data content, troubleshooting and resolving technical issues for users and license management
Develop end-to-end solutions using configuration and customization, including APEX Class, Triggers, Visualforce pages and Lightning components
Automate business processes using automation tools, such as Process Builder, Workflows, Formulas, Flow, Assignment Rules and email Alerts
Migrate changes from development to test to production environment(s) using CI technologies
Coordinate with various internal technology teams to resolve issues
Manage new releases of platform and efficiently roll out new features
Communicate with development teams to design and implement solutions, ensuring adherence to industry leading practices and code quality techniques
Produce deliverables within a diverse, fast-paced environment through effective collaboration across teams and prioritization of multiple projects and initiatives simultaneously
Qualification
Required
Excellent verbal and written communication skills including strong questioning and listening skills and the ability to look beyond obvious answers to understand the impact across the organization
Demonstrated ability to quickly obtain and apply the knowledge of Sammons Financial Group systems, organizational business and related technology processes
Familiarity with Agile Frameworks
Proven ability to collaborate in a creative, agile environment and manage agile task assignments
Working knowledge in UI technologies including Bootstrap, Lightning Design System (LDS), Lightning Components Development, AngularJS, jQuery, JavaScript is a plus experience with automation tools including Process Builder and Flows, platform administration and deployment, performance monitoring, backup and recovery
Proven teamwork skills and ability to interact well with others, including the ability to work with and communicate to a variety of personalities and locations
Self-motivated and able to work independently and effectively under deadline pressures
Organized and detail oriented
Deep understanding of concepts and techniques such as work simplification, workflow and process analysis, etc
Proficient use of Microsoft Suite of products and other business analyst tools
Preferred
Bachelor's Degree in Business or related field
Minimum 5 years' experience in platform administration and development (e.g. upgrades, user and profile management, security controls, performance monitoring, back up and recovery)
2-4 years' financial services industry experience
2-4 years' experience with production support or client service
Certified Platform Developer I or Certified Platform Developer II
Benefits
Health, Dental, Vision
Company Paid Retirement
PTO and Holiday Pay
Employee Stock Ownership Plan (ESOP)
Healthy balance between work and personal lives
Friday afternoons off all year long
Competitive PTO
Generous number of paid holidays
Incentive program for defined goals subject to eligibility and performance
Company
Sammons Financial Group Companies
Sammons® Financial Group Companies (collectively, Sammons Financial Group) provide today’s most sought after life insurance, annuity, and retirement products.
Funding
Current Stage
Late StageRecent News
Morningstar.com
2025-12-08
2025-08-19
2025-08-13
Company data provided by crunchbase