Salesforce Operations Analyst

Goosehead InsuranceWestlake, OH
60dOnsite

About The Position

As a 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

  • 401(k) plan
  • employee stock purchase plan
  • disability
  • medical, dental and vision insurance
  • two weeks paid vacation

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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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