Senior Business Analyst - Salesforce

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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.

• 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.
• A…