Salesforce Business Analyst – Sales Cloud (Life & Annuity Insurance)

AMS Technology Solutions LLC is seeking an experienced Salesforce Business Analyst to support Life & Annuity Insurance organizations. The role partners with business and technology teams to deliver scalable Salesforce Sales Cloud solutions for insurance sales, distribution, producer onboarding, and lead management, while supporting requirements, implementation, integration, compliance, and UAT activities.

Responsibilities:

• Gather, analyze, and document business requirements
• Conduct workshops, process mapping, and gap analysis
• Create user stories, acceptance criteria, BRDs, FRDs, and process flows
• Support Salesforce implementation, configuration, and UAT activities
• Collaborate with architects, developers, QA teams, and business stakeholders
• Ensure compliance with insurance regulations, licensing, and suitability requirements
• Define integration requirements across CRM, policy administration, commission, and distributor management systems

Requirements:

• Experience: 8+ years in Business Analysis, including 4+ years on Salesforce Sales Cloud implementations
• Salesforce Sales Cloud Business Analysis experience
• Strong knowledge of:
• Lead & Opportunity Management
• Account & Contact Management
• Sales Pipeline Management
• Partner/Distributor Management
• Reporting & Dashboards
• Security & Role Hierarchies
• Experience with Agile/Scrum delivery and requirements documentation
• 4+ years in Life & Annuity Insurance
• Strong understanding of insurance sales and distribution ecosystems
• Experience working with carriers, brokers, agencies, financial advisors, and distribution partners
• Hands-on experience with at least one, and working knowledge of the other:
• Bankassurance: Lead distribution, referrals, advisor journeys, policy acquisition workflows
• IMO/Retail Agency: Agency hierarchies, producer onboarding, licensing, appointments, and commissions
• Requirements Gathering
• Stakeholder Management
• Process Modeling & Gap Analysis
• Functional Design
• UAT Support
• Change Management
• Data Analysis
• Bachelor's degree in Business, Information Systems, Finance, Insurance, or related field
• Ability to independently engage clients, drive requirements, and translate complex business needs into effective Salesforce solutions
• Salesforce implementations for distributor-based Life & Annuity organizations
• Exposure to Salesforce Experience Cloud or Financial Services Cloud
• Experience with producer lifecycle management platforms (AgentSync, Vertafore, NIPR)
• Knowledge of commission management tools (SS&C, iPipeline)
• Experience integrating policy administration and CRM platforms
• Salesforce certifications preferred
• Preferred Salesforce Certifications:
• Salesforce Administrator
• Salesforce Business Analyst
• Salesforce Sales Cloud Consultant