Senior Business Analyst - Salesforce

Sammons Financial Group

10h

About The Position

This role is ideal for a senior business analyst with strong experience in fixed, indexed, and variable annuities and a solid understanding of the annuity new business lifecycle and distribution models, including IMOs and direct agency relationships. The role also requires knowledge of annuity sales distribution and sales enablement, including aligning technology solutions to distribution strategy and supporting the evolution of telephony and CRM platforms. The successful candidate partners closely with business, product, and technology teams to gather and translate complex business and regulatory requirements into clear functional and technical requirements. This role focuses on assessing end-to-end impacts across products, platforms, and distribution channels and delivering scalable, compliant solutions aligned to strategic priorities. A key aspect of this position is the opportunity to build and expand technical expertise through hands-on work with enterprise platforms and emerging technologies, contributing to the organization’s ongoing digital and operational transformation

Requirements

Bachelor's Degree in Business or related field from a four-year accredited university is preferred; consideration will be given to past Business Analysis experience, certifications and Financial Services background
6+ appropriate work experience 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
Ability to quickly obtain and apply the knowledge of SFG member company systems, the business and related technology processes
Ability to lead teams and resolve conflicts in problem solving and decision making using emotional intelligence to move the initiative forward
Ability to handle complex situations holistically
Confidence in problem solving and decision making
Ability to work on large scale strategic initiatives that cross business units, serving as the Lead Business Analyst on a team of many analysts
Strong analytical skills and the desire to research and formulate appropriate analytical technology or resolve problem situations
Ability to independently perform data mining and apply analysis techniques to assigned initiatives
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 the Microsoft suite of products and other Business Analysis Tools as necessary
Ability and willingness to change in support of the best possible results for the organization
Ability to diagram with appropriate tools for the situation and present to the team and stakeholders
Proven experience in problem solving, decision making and process thinking skills
Remain flexible and adjust to multiple tasks and circumstances.
Ability to work with a variety of people at all levels in the organization
Criminal background check required.

Nice To Haves

Minimum 5 years' Experience facilitating formal process improvement activities Preferred
Previous Business Analysis experience or leadership experience in the financial services industry Preferred
Robust knowledge of the skills, techniques and competencies, with a preference towards industry certifications
Previous Agile framework working experience Preferred
Familiarity with Agile frameworks and regression testing is a plus
Experience with Jira, Confluence, Aha! and Azure DevOps preferred

Responsibilities

Act as a liaison to project team, agile team, product owner and stakeholders on initiatives, enhancements, technical capabilities and production support. Efforts may cross multiple agile teams, impact multiple business units and functions and are time critical to the organization.
Develop business analysis plan approach, create lean business cases, gather requirements and create user stories with diagrams and acceptance criteria. Communicate plan for each work assignment. This process requires complete transparency and collaboration with all parties, including business teams and IT.
Define the organization’s goals in relationship to assigned work. Use strategic partnerships, collaboration and investigative analysis to identify accurate requirements.
Analyze Current State Processes and Systems using a variety of techniques including Data-flow Diagrams, Functional Decomposition, Interviews and Analysis of Metrics and Key Performance Indicators.
Define the future state of technical initiatives such as hardware and software upgrades and system conversions for both internal and external stakeholders. Advocate on behalf of all stakeholders, using experience to leverage technology to solve complex business and technical problems.
Serve as subject matter expert in utilizing a variety of techniques like User Stories, Use Cases, and Diagrams in requirements documentation.
Work closely with Business Partners and Product Owners at all levels in the organization to proactively define business requirements, complete backlog refinement, define acceptance criteria and collaborate with other stakeholders related to requirements definition and impact analysis.
Facilitate creation and documentation of abstract models depicting enterprise capability maturity and structured process improvement events, such as Value Stream Mapping.
Clearly define Business, Stakeholder solutions Functional and Non-Functional stakeholder solutions and transition requirements.
Drive conversations with technical development staff and Quality Assurance to confirm understanding related to requirements. Collaborate with other team members during technical design and test planning to insure overall coverage and understanding.
Manage initiative scope and risks by recommending and negotiating solutions and effectively communicating with the Project Manager, Scrum Master and Product Owner in a timely manner; make recommendations for product enhancements.
Identify risks, drive solutions and coordinate with the teams and stakeholders to mitigate effectively.
Participate in initiatives utilizing external consultants while being cognizant of the need for different communication styles and processes.
Manage customer-facing issues and oversee the successful escalation and assignment of issues related to business requirements delivery.
Proactively identify areas of systems improvement and make recommendations that drive results.
Act as a liaison between Business Users and IT to ensure constant communication cycle with critical parties throughout the life of the initiative.
Drive initiatives from ideation to implementation with proactive follow-up with stakeholders to confirm objectives were met, remaining flexible and adjusting to multiple tasks and circumstances.
Ensure that appropriate documentation is kept current and meets all internal controls requirements related to content and approval.
Proactively manage change throughout the lifecycle of the initiative by communicating with team, evaluating impact, updating documentation and negotiating alternatives.
Develop and mentor others on business analysis standards by reviewing and editing standard operating procedures for SFG member companies.
Embrace, adapt and lead through change, fostering effective partnerships and driving effective collaboration with peers and vendor resources.
Display critical, quality-oriented, skeptical thinking about the product.
Establish and cultivate relationships with key business partners, team members, industry contacts, and vendors.
Support key working relationships with others and promote effective development of those relationships long-term.
Drive career development planning and learning opportunities.
Seek industry, technology and job related educational opportunities. Increase knowledge of insurance industry and business processes through training or reading material and present information to peers and manager. Enhance and continuously upgrade technology skills and apply to daily work.
Seek and drive best practices in areas of analysis and technology. Improve efficiency and quality within initiatives and in the business analysis discipline.
Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
Participate in other initiatives and/or projects as necessary.

Benefits

Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance.

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