Foundation Risk Partners · 2 days ago
Business Systems Analyst – Salesforce Focus
United States
Full-time
Remote
Mid Level
3+ years expFoundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, and they are seeking a Business Systems Analyst with a Salesforce focus to 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 and projects are delivered successfully.
InsuranceRisk Management
Responsibilities
Collaborate with stakeholders across departments to elicit, document, and validate business requirements
Translate business needs into functional specifications for Salesforce and integrated systems
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
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
Guide business teams through key activities and decisions during project phases
Facilitate workshops, demos, and feedback sessions to ensure alignment and adoption
Maintain clear and comprehensive documentation for requirements, processes, and solutions
Provide status updates and communicate risks or issues proactively
Assist with training, knowledge transfer, and ongoing support for Salesforce solutions
Monitor system performance and user feedback to identify enhancement opportunities
Qualification
Required
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
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
Benefits
Comprehensive range of health-related benefit options including medical, vision, and dental
401(k) with company match
Company paid life insurance
STD
LTD
Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays
Company
Foundation Risk Partners
Foundation Risk Partners is born of decades of insurance expertise and leadership.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$2MKey Investors
Barings
2022-08-09Acquired
2020-09-01Debt Financing· $2M
Leadership Team
Charlie Lydecker
President & CEO
Thomas Tinsley
Chief Administrative Officer
Recent News
The Harvard Law School Forum on Corporate Governance
2025-06-29
Lane Report | Kentucky Business & Economic News
2025-06-22
Morningstar.com
2025-05-05
Company data provided by crunchbase