Salesforce Operations Analyst

Goosehead InsuranceWestlake, OH
30d

About The Position

We are seeking a talented and experienced Salesforce Operations Analyst to join our team. As an Operations Analyst at Goosehead, you will play an integral role in the development of our enterprise technology platform.

Requirements

  • Bachelor's degree or above (Mathematics, Statistics, Finance or Computer Science preferred)
  • 2+ years of experience in Salesforce and
  • 2+ years of experience in project management
  • Advanced skills in Excel

Responsibilities

  • Maintaining the integrity of the Salesforce platform, including data management, system configuration, business analyst, and Project/Product Management
  • Conducting business analysis and process improvement efforts, including documenting business requirements, conducting gap analysis, and recommending solutions to meet business needs
  • Supporting the design, development, and testing of custom Salesforce solutions, including custom objects, flows, and processes
  • Working with stakeholders to ensure the successful implementation and adoption of new Salesforce solutions
  • Participating in the development and maintenance of Salesforce policies and procedures
  • Staying current with Salesforce product releases, features, and best practices to continuously improve the platform and its capabilities
  • Providing ongoing support to Salesforce users, including troubleshooting, training, and assistance with report creation and dashboards
  • Notify impacted users of upcoming changes and planned releases.
  • Maintain accurate status, initial estimates, and actual estimates for tasks in DevOps.
  • Act as a liaison between business representatives and the technical team to build and document Salesforce solutions.
  • Create detailed user stories and business solution documentation, including screenshots, mockups, diagrams, flowcharts, and process flow diagrams.

Benefits

  • High quality voluntary health, vision, disability, life, and dental insurance programs
  • 401K Matching Plan
  • Employee Stock Purchase Plan
  • Paid holidays, vacation, and sick leave
  • Corporate sponsored programs to enhance employee physical, financial, mental and emotional wellness
  • Financial Solution Program

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Industry

Insurance Carriers and Related Activities

Number of Employees

1,001-5,000 employees

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