Insurance Client Systems - SalesForce

POSITION SUMMARY

ROLES & RESPONSIBILITIES

• FAST Configuration & Administration • Requirements Leadership: Partner with business stakeholders to gather, challenge, document, and implement complex configuration requirements; translate ambiguous business needs into technical solutions • Document Indexing: Design and maintain document indexing structures for efficient data retrieval and organization at scale • Task Management: Architect, configure, and route tasks and workflows to support business processes • User Access Administration: Own user permissions, roles, and access controls in accordance with security and compliance policies • Accounting Configuration: Configure and maintain accounting-related processes, with attention to reconciliation and downstream financial reporting • Data Reporting & Extracts: Build and optimize SQL-based reports and extracts to support business intelligence and operational needs • eDelivery Workflows: Design and configure electronic delivery workflows to streamline document distribution • Business Rules & Automation: Use data aggregations, decision tables, and XSLT scripts to configure business rules and drive operational efficiency Integration & Solution Design • Integration Management: Design, build, and manage integrations within the FAST ecosystem — including APIs, web services, batch/file interfaces, and data exchange with upstream/downstream systems (policy admin, GL, payments, third-party vendors) • Solution Architecture: Contribute to technical design decisions, integration patterns, and configuration standards across the platform • Environment & Release Management: Support configuration migration, versioning, and promotion across environments (dev → test → prod), following deployment best practices Technical Leadership • Mentorship: Guide and review the work of junior FAST configuration analysts; establish and enforce configuration standards and best practices • Troubleshooting & Root-Cause Analysis: Diagnose complex production issues spanning configuration, integrations, and data • Documentation & Knowledge Sharing: Maintain technical documentation, runbooks, and design artifacts

QUALIFICATIONS

• Experience • 3–5 years of hands-on FAST configuration experience across the modules above • Demonstrated experience managing integrations within the FAST ecosystem (APIs, web services, batch interfaces, data exchange with external systems) • Track record of independently delivering configuration work in a production environment Technical Skills • Strong understanding of software development principles and deployment/release best practices • Advanced SQL for querying, reporting, and extract generation (performance tuning a plus) • Proficiency with XSLT scripting and data transformation • Experience with configuration management, environment promotion, and system administration • Familiarity with workflow automation and business process optimization Professional Attributes • Intuitive Problem Solver — anticipates issues and proactively identifies solutions • Inquisitive Mindset — asks clarifying questions to ensure accurate requirement implementation • Detail-Oriented — rigorous about configuration quality and testing • Self-Motivated — works independently with minimal supervision • Collaborative Leader — mentors others and communicates clearly with technical and business audiences Preferred Qualifications • Knowledge of insurance/annuity industry processes and terminology • Experience integrating FAST with policy administration, general ledger, or payment systems • Background in business process improvement or operational efficiency projects • Exposure to Agile/Scrum delivery and CI/CD practices
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