Salesforce Information Systems Engineer

Location: Rochester, NY (hybrid)

NEXT’s mission is to help entrepreneurs thrive by building the only technology-led, full‑stack provider of small‑business insurance in the industry. Since 2016, we’ve helped hundreds of thousands of small business customers across the United States get fast, customized, and affordable coverage. We’re backed by industry leaders in insurance and tech, and we still have room to grow – that’s where you come in.

We are seeking an experienced and highly motivated Salesforce Administrator to join our team. In this role, you will leverage your expertise in Salesforce administration and flow development to customize and configure the platform to support our high‑volume insurance sales team.

• Collaborate directly with stakeholders and end‑users to comprehensively analyze and understand business requirements and project objectives. Plan and prioritize projects throughout all development, testing, and deployment phases, ensuring alignment with Salesforce best practices.
• Manage and configure the Salesforce org to meet customer needs, including user account and permission management, report/dashboard creation, flow/low‑code development, and bug handling.
• Follow an agile process for developing out‑of‑the‑box and custom Salesforce solutions.
• Step outside of Salesforce to contribute on or lead other information system initiatives where appropriate.
• Continuously apply and expand your knowledge about NEXT as a business.

• Bachelor’s degree in Computer Science, Information Systems, Industrial Engineering, or related technical field.
• 2+ years of hands‑on Salesforce experience, including user and custom object configuration and flow development. Strong understanding of the Salesforce platform, with the ability to build custom apps and objects, formula fields, custom views, and other content of intermediate complexity.
• Expertise in designing, optimizing, and troubleshooting complex record‑triggered flows, screen flows, and platform event‑based automation, including error handling.
• Experience configuring, supporting, and troubleshooting third‑party application integrations (e.g., Workato, Form Assembly, Docu Sign) with Salesforce. Familiarity with API concepts and ability to build/troubleshoot SOQL queries for data analysis and cleanup.
• Proven success in autonomously leading and delivering declarative technical projects from initiation to deployment, specifically focusing on optimizing operational processes and ensuring solutions support future platform scalability.
• A proactive, flexible problem‑solver and proficient communicator, with a demonstrated ability to understand and effectively articulate complex technical requirements and solutions to non‑technical business stakeholders.
• Experience working with Sales Cloud and Salesforce Lightning Experience environments.

• Experience in financial services or insurance industries.
• Salesforce (Einstein) CRM Analytics and Einstein Activity Capture.
• REST API experience.
• AI enthusiast.
• Salesforce certifications.

US Annual Base Salary Range for This Full‑time Position

$89,000—$146,000 USD

Benefits include a partially subsidized medical plan, fully subsidized vision/dental options, life insurance, disability insurance, 401(k), flexible paid time off, parental leave, and more.

At NEXT, we are dedicated to building a diverse, inclusive and respectful workplace. If you’re excited about this role but your past experience doesn’t align perfectly with every qualification, we encourage you to apply anyway. One of our core values is “Play as a Team”; this means making sure everyone has an equal chance to participate and make a difference. Next Insurance is an equal opportunity employer and prioritizes building a diverse and inclusive workplace.

We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or any other characteristic protected by law. Next’s policy is to comply with all…