Foundation Risk Partners · 1 day ago
Salesforce Platform Lead (Admin/BA)
United States
Full-time
Remote
Senior Level
5+ years expFoundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, and they are seeking a Salesforce Platform Lead (Admin/BA) to join their team. This role involves partnering across departments to translate business needs into scalable Salesforce solutions while ensuring their adoption and success, combining business analysis, administration, and user enablement.
InsuranceRisk Management
Responsibilities
Elicit, document, and validate business requirements; translate needs into user stories and functional specs for Salesforce and integrated systems
Map current‑state workflows; design future‑state processes aligned to best practices and scalability
Identify gaps, propose improvements, and align solutions with business outcomes and governance standards
Facilitate workshops, demos, and feedback sessions to drive alignment and decision‑making
Manage users, profiles/roles, permission sets, sharing rules, and data/metadata security
Configure objects, fields, page layouts, record types, validation rules, formulas, and declarative automation (Flow)
Leverage reporting and query capabilities to deliver actionable dashboards and reports for end users and leadership
Support multi‑cloud capabilities (e.g., FSC, Experience Cloud, Pardot/Account Engagement) and ensure data integrity across business units and orgs
Own the lifecycle of all third‑party applications and managed packages, including evaluation, installation, configuration, maintenance, and ongoing vendor coordination
Partner with technical and business stakeholders on solution‑architecture‑level decisions, contributing to scalable, secure, and forward‑looking designs
Act as a product owner for the business, engaging with stakeholders to define requirements, manage backlog prioritization, shape the roadmap, and ensure solutions align with strategic objectives
Support the release lifecycle using Azure DevOps (ADO) and Gearset (work item alignment, package prep/validation, metadata comparisons, basic issue resolution)
Coordinate environment readiness, sandbox refresh timing, and cross‑team quality checks
Maintain light but accurate release documentation (change logs, deployment checklists, release notes) and assist with post‑deployment validation
Partner on role‑based training (live sessions, micro‑learning, knowledge articles) to promote adoption and best practices
Partner on change communications: create clear, audience‑appropriate updates, release notes, “what’s changing/why it matters,” and quick‑reference guides
Serve as product owner for SME office hours; capture feedback and translate into enhancement backlog items
Own and resolve support tickets promptly; conduct root‑cause analysis and prevent recurrence through configuration or training updates
Coordinate UAT (test cases, acceptance criteria, defect tracking) and ensure deliverables meet quality and compliance standards
Monitor system performance, release features, and usage analytics to recommend enhancements and drive continuous improvement
Maintain high‑quality documentation: requirements, process maps, solution designs, runbooks, and post‑implementation materials
Communicate status, risks, and issues proactively; uphold change management and security/governance policies
Contribute to a living knowledge base and consistent standards across orgs
Qualification
Required
Salesforce Administrator certification
5+ years in Salesforce roles spanning business analysis and administration (multi‑cloud and/or multi‑org experience preferred)
Strong understanding of Salesforce data models, security/sharing, and declarative automation (Flow)
Demonstrated experience creating reports/dashboards and writing clear user stories/acceptance criteria
Hands‑on familiarity with ADO (or Jira) for work management and Gearset for deployments
Excellent communication, facilitation, and stakeholder management skills, with proven ability to translate technical concepts for business audiences
Ability to manage multiple priorities and work collaboratively in a fast‑paced environment
Preferred
Additional Salesforce certifications (Advanced Administrator, Business Analyst, Platform App Builder)
Background in data migration and testing best practices; Smartsheet or similar project tools
Enablement/communications experience (training delivery, instructional content, change communication plans)
Industry experience in insurance or financial services
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
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