Lead Salesforce business analysis for P&C insurance clients, including requirements workshops, user stories, backlog prioritization, Agile delivery, UAT, go-live, and stakeholder management. Apply expertise across policy, underwriting, claims, billing, distribution, and customer service. Partner with architects, developers, QA, and product owners to shape configuration-first solutions, manage risks, support presales and estimates, and identify account-growth opportunities.
This is a remote position.
Salesforce Business Analyst – P&C Insurance
Role Summary
We are seeking a senior Salesforce Business Analyst with strong P&C insurance domain expertise to lead BA activities, advise client stakeholders, shape Salesforce solutions, and support account growth.
Key Responsibilities
- Lead requirements gathering, workshops, user stories, acceptance criteria, and process documentation.
- Manage backlog grooming, prioritization, and Agile delivery activities.
- Partner with Salesforce Architects, Developers, QA, and Product Owners to ensure solution alignment.
- Support UAT, defect management, go-live, and hypercare.
- Provide P&C insurance expertise across policy, underwriting, claims, billing, distribution, and customer service.
- Recommend Salesforce-native/configuration-first solutions and identify risks, dependencies, and trade-offs.
- Build relationships with business and technology leaders and identify opportunities for process improvement and account growth.
- Support PreSales, solutioning, estimates, and SOW development.
Requirements
Required Qualifications
- 12+ years of BA/Consulting experience with 8+ years in Salesforce implementations.
- 4+ years of P&C insurance experience, preferably Personal Lines/Homeowners.
- Strong knowledge of Sales Cloud, Service Cloud, Experience Cloud, and Financial Services Cloud/Insurance.
- Experience conducting requirements workshops with senior stakeholders.
- Strong Agile/Scrum/SAFe and Jira experience.
- Excellent communication, presentation, facilitation, and stakeholder management skills.
Preferred
- Salesforce certifications such as Administrator, Business Analyst, or Agentforce.
- Experience with Digital Insurance/FSC, Guidewire/Duck Creek integrations, data migration, reporting, and analytics.
- PreSales, solutioning, or account-growth experience in a consulting environment.
Benefits
Diversity Inclusion: Exavalu also promotes flexibility, adapting to the needs of employees, customers, and the business. It might be part-time work, working outside normal 9-5 business hours or working remotely. We also offer a welcome back program to help individuals return to the mainstream after a prolonged absence due to health or family reasons. At Exavalu, we are committed to building a diverse and inclusive workforce. We welcome applications for employment from all qualified candidates, regardless of race, colour, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We nurture a culture that embraces all individuals and promotes diverse perspectives, where you can make an impact and grow your career
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