Sr Configuration Analyst– Salesforce (Life Sales)

Sammons Financial Group•Sioux Falls, SD

About The Position

The Senior Configuration Analyst is responsible, with limited oversight, for maintaining and enhancing software applications for Sammons Financial Group Companies. The role applies expertise in application configuration and customization to align systems with business needs and improve their capabilities. The Analyst manages configurations, develops and implements advanced procedures, and creates reporting to monitor application performance. The position works with business stakeholders to understand requirements, provide guidance, and ensure accurate data and development. For the Salesforce Life Sales platform, the role focuses on Financial Services Cloud, advanced configuration, automation, and Salesforce Flow. The Analyst works directly with sales users to understand their processes and challenges, then designs practical, scalable solutions that improve sales workflows, relationship management, territory development, data visibility, and sales enablement. The position also considers Salesforce AI, Agentforce, and Data Cloud as tools to reduce administrative work, provide actionable insights, and improve the sales experience. The role includes integrating, configuring, and maintaining systems; gathering requirements and developing technical specifications; configuring platform features and reports; leading stakeholder engagement and platform maintenance; and safeguarding data integrity. It also supports other initiatives and projects as necessary. Regular attendance is required. A criminal background check is required.

Requirements

At least 3 years of experience in platform administration and development; listed as preferred.
Experience in key functional areas such as Product Management, Underwriting, Production Support, or Client Services; 2–4 years listed as preferred.
Experience with automation tools and platform administration, as applicable to the software solution; listed as preferred.
Strong Salesforce expertise, including hands-on experience with Financial Services Cloud, advanced configuration, automation, and Salesforce Flow.
Exceptional verbal and written communication skills, including questioning and listening, explaining complex technical concepts to non-technical stakeholders, and fostering collaboration across diverse teams.
Ability to rapidly acquire and apply knowledge of Sammons Financial Group systems, business structures, and associated technology processes.
Experience with Agile methodologies.
Strong analytical skills, attention to detail, and ability to manage multiple tasks and projects.
Ability to collaborate in a creative, agile environment and manage agile task assignments.
In-depth knowledge and experience with the specific software solution supported; required skills and knowledge vary by solution.
Understanding of user interface technologies relevant to the supported software solution.
Teamwork and interpersonal skills, including collaboration and communication with people with varied personalities and in different geographic locations.
Motivated and proactive, with the ability to work independently and meet strict deadlines.
Highly organized and detail-oriented.
Understanding of work simplification, workflow, and process analysis concepts and techniques.
Proficient use of Microsoft Suite products and other business analyst tools.
Criminal background check required.
Candidates must not require immigration sponsorship or work authorization for this role, now or in the future.

Nice To Haves

Bachelor's degree in Business, Management Information Systems, Computer Science, or a related field.
Experience in the financial services industry.
Experience in key functional areas such as Product Management, Underwriting, Production Support, or Client Services; 2–4 years preferred.
Experience with automation tools and platform administration, as applicable to the supported software solution.

Responsibilities

Integrate, configure, and maintain systems to enable efficiencies in crucial business areas.
Gather and document business requirements, develop technical specifications, create process flows and configuration designs, and support testing for deployment as needed.
Create and maintain custom objects, forms, fields, views, reports, workflows, dashboards, campaigns, and functions as applicable to the software solution.
Lead stakeholder engagement and collaborate with team members to analyze business processes, gather and document requirements, and configure and implement technology solutions.
Translate business requirements into functional technical specifications in partnership with departmental stakeholders, meeting or exceeding user needs.
Lead and coordinate daily platform maintenance, including user account administration, production support, report and dashboard generation, form management, workflows, performance monitoring, backups, security, sharing rules, data content, technical issue resolution, and license management, as applicable.
Lead data and analytics by structuring and safeguarding platform data, ensuring data integrity, and interpreting data through reports and dashboards.
Design comprehensive solutions using configuration and customization strategies that follow software standards and methodologies.
Apply Salesforce Financial Services Cloud expertise, advanced configuration, automation, and Salesforce Flow to support sales teams and improve their experience.
Identify opportunities to simplify workflows, improve data visibility, and evolve Salesforce as a sales enablement platform.
Participate in other initiatives and projects as necessary.
Maintain regular attendance as required by the Company's Attendance and Punctuality policy.
Embrace Sammons Financial Group Companies' shared values of Accountability, Connection, Openness, Respect, and Integrity.

Benefits

Comprehensive health coverage, including medical, dental, vision, HSA and FSA options, and term life insurance.
Performance-based incentive program tied to clear goals and individual and/or company success.
100% company-funded Employee Stock Ownership Plan (ESOP).
Automatic enrollment in a 401(k).
Friday afternoons off year-round.
Generous paid time off and paid holidays.
Paid development time.
Tuition reimbursement.
Professional development opportunities across industry, individual, and leadership programs.
Volunteer time off.
Company nonprofit matching gift program.