[Remote] Salesforce Platform Lead (Admin/BA)

Note: The job is a remote job and is open to candidates in USA. Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, and they are seeking a Salesforce Platform Lead (Admin/BA) to join their team. This role involves partnering across departments to translate business needs into scalable Salesforce solutions while ensuring those solutions are adopted and successful.

Responsibilities

• Elicit, document, and validate business requirements; translate needs into user stories and functional specs for Salesforce and integrated systems
• Map current‑state workflows; design future‑state processes aligned to best practices and scalability
• Identify gaps, propose improvements, and align solutions with business outcomes and governance standards
• Facilitate workshops, demos, and feedback sessions to drive alignment and decision‑making
• Manage users, profiles/roles, permission sets, sharing rules, and data/metadata security
• Configure objects, fields, page layouts, record types, validation rules, formulas, and declarative automation (Flow)
• Leverage reporting and query capabilities to deliver actionable dashboards and reports for end users and leadership
• Support multi‑cloud capabilities (e.g., FSC, Experience Cloud, Pardot/Account Engagement) and ensure data integrity across business units and orgs
• Own the lifecycle of all third‑party applications and managed packages, including evaluation, installation, configuration, maintenance, and ongoing vendor coordination
• Partner with technical and business stakeholders on solution‑architecture‑level decisions, contributing to scalable, secure, and forward‑looking designs
• Act as a product owner for the business, engaging with stakeholders to define requirements, manage backlog prioritization, shape the roadmap, and ensure solutions align with strategic objectives
• Support the release lifecycle using Azure DevOps (ADO) and Gearset (work item alignment, package prep/validation, metadata comparisons, basic issue resolution)
• Coordinate environment readiness, sandbox refresh timing, and cross‑team quality checks
• Maintain light but accurate release documentation (change logs, deployment checklists, release notes) and assist with post‑deployment validation
• Partner on role‑based training (live sessions, micro‑learning, knowledge articles) to promote adoption and best practices
• Partner on change communications: create clear, audience‑appropriate updates, release notes, “what’s changing/why it matters,” and quick‑reference guides
• Serve as product owner for SME office hours; capture feedback and translate into enhancement backlog items
• Own and resolve support tickets promptly; conduct root‑cause analysis and prevent recurrence through configuration or training updates
• Coordinate UAT (test cases, acceptance criteria, defect tracking) and ensure deliverables meet quality and compliance standards
• Monitor system performance, release features, and usage analytics to recommend enhancements and drive continuous improvement
• Maintain high‑quality documentation: requirements, process maps, solution designs, runbooks, and post‑implementation materials
• Communicate status, risks, and issues proactively; uphold change management and security/governance policies
• Contribute to a living knowledge base and consistent standards across orgs

Skills

• Salesforce Administrator certification
• 5+ years in Salesforce roles spanning business analysis and administration (multi-cloud and/or multi-org experience preferred)
• Strong understanding of Salesforce data models, security/sharing, and declarative automation (Flow)
• Demonstrated experience creating reports/dashboards and writing clear user stories/acceptance criteria
• Hands-on familiarity with ADO (or Jira) for work management and Gearset for deployments
• Excellent communication, facilitation, and stakeholder management skills, with proven ability to translate technical concepts for business audiences
• Ability to manage multiple priorities and work collaboratively in a fast-paced environment
• Additional Salesforce certifications (Advanced Administrator, Business Analyst, Platform App Builder)
• Background in data migration and testing best practices; Smartsheet or similar project tools
• Enablement/communications experience (training delivery, instructional content, change communication plans)
• Industry experience in insurance or financial services

Benefits

• Medical
• Vision
• Dental
• 401(k) with company match
• Company paid life insurance
• STD
• LTD
• Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays

Company Overview

• Foundation Risk Partners is born of decades of insurance expertise and leadership. It was founded in 2017, and is headquartered in Daytona Beach, Florida, USA, with a workforce of 1001-5000 employees. Its website is https://foundationrp.com/.

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