FR
Salesforce Platform Lead (Admin/BA)
full-time
About this role
<p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><a style="font-weight: bold;" href="https://foundationrp.com/">Foundation Risk Partners</a><strong>, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a</strong><span style="font-weight: bold;"> </span><strong>Salesforce Platform Lead (Admin/BA) to join their </strong><strong>team. </strong></span></p>
<p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">We are seeking a hybrid Salesforce professional who partners across departments to translate business needs into scalable Salesforce solutions and ensures those solutions are adopted, understood, and successful. This role combines business analysis, hands‑on product owner/administration across multi‑cloud Salesforce environments, and user enablement/communications. You will serve as a liaison between stakeholders and technical teams, own core admin/config tasks, support deployments (ADO/Gearset), and partner on change management and adoption activities across multiple business units.</span></p>
<h2><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Key Responsibilities:</strong></span></h2>
<h3><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>1) Business Analysis & Process Design</strong></span></h3>
<ul>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Elicit, document, and validate business requirements; translate needs into user stories and functional specs for Salesforce and integrated systems.</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Map current‑state workflows; design future‑state processes aligned to best practices and scalability.</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Identify gaps, propose improvements, and align solutions with business outcomes and governance standards.</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Facilitate workshops, demos, and feedback sessions to drive alignment and decision‑making.</span></li>
</ul>
<h3><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>2)</strong><strong> Salesforce Administration & Configuration</strong></span></h3>
<ul>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Manage users, profiles/roles, permission sets, sharing rules, and data/metadata security.</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Configure objects, fields, page layouts, record types, validation rules, formulas, and declarative automation (Flow).</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Leverage reporting and query capabilities to deliver actionable dashboards and reports for end users and leadership.</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Support multi‑cloud capabilities (e.g., FSC, Experience Cloud, Pardot/Account Engagement) and ensure data integrity across business units and orgs.</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Own the lifecycle of all third‑party applications and managed packages, including evaluation, installation, configuration, maintenance, and ongoing vendor coordination.</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Partner with technical and business stakeholders on solution‑architecture‑level decisions, contributing to scalable, secure, and forward‑looking designs.</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">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.</span></li>
</ul>
<h3><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>3) Deployment & Release Support (ADO & Gearset)</strong></span></h3>
<ul>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Support the release lifecycle using Azure DevOps (ADO) and Gearset (work item alignment, package prep/validation, metadata comparisons, basic issue resolution).</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Coordinate environment readiness, sandbox refresh timing, and cross‑team quality checks.</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Maintain light but accurate release documentation (change logs, deployment checklists, release notes) and assist with post‑deployment validation.</span></li>
</ul>
<h3><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>4) Training, Enablement & Communications</strong></span></h3>
<ul>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Partner on role‑based training (live sessions, micro‑learning, knowledge articles) to promote adoption and best practices.</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Partner on change communications: create clear, audience‑appropriate updates, release notes, “what’s changing/why it matters,” and quick‑reference guides.</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Serve as product owner for SME office hours; capture feedback and translate into enhancement backlog items.</span></li>
</ul>
<h3><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>5) Support, Quality & Continuous Improvement</strong></span></h3>
<ul>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Own and resolve support tickets promptly; conduct root‑cause analysis and prevent recurrence through configuration or training updates.</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Coordinate UAT (test cases, acceptance criteria, defect tracking) and ensure deliverables meet quality and compliance standards.</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Monitor system performance, release features, and usage analytics to recommend enhancements and drive continuous improvement.</span></li>
</ul>
<h3><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>6) Documentation, Governance & Reporting</strong></span></h3>
<ul>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Maintain high‑quality documentation: requirements, process maps, solution designs, runbooks, and post‑implementation materials.</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Communicate status, risks, and issues proactively; uphold change management and security/governance policies.</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Contribute to a living knowledge base and consistent standards across orgs.</span></li>
</ul>
<h2><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Qualifications:</strong></span></h2>
<ul>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Salesforce Administrator certification.</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">5+ years in Salesforce roles spanning business analysis and administration (multi‑cloud and/or multi‑org experience preferred).</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Strong understanding of Salesforce data models, security/sharing, and declarative automation (Flow).</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Demonstrated experience creating reports/dashboards and writing clear user stories/acceptance criteria.</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Hands‑on familiarity with ADO (or Jira) for work management and Gearset for deployments.</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Excellent communication, facilitation, and stakeholder management skills, with proven ability to translate technical concepts for business audiences.</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Ability to manage multiple priorities and work collaboratively in a fast‑paced environment.</span></li>
</ul>
<h3><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Preferred Qualifications:</strong></span></h3>
<ul>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Additional Salesforce certifications (Advanced Administrator, Business Analyst, Platform App Builder).</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Background in data migration and testing best practices; Smartsheet or similar project tools.</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Enablement/communications experience (training delivery, instructional content, change communication plans).</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Industry experience in insurance or financial services.</span></li>
</ul>
<p> </p>
<p> </p>
<p> </p>
<p> </p><div class="content-conclusion"><p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt;"><span style="font-weight: bold; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Disclaimer:</span></p>
<p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt; color: black;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.</span></p>
<p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt; color: black;"><span style="font-weight: bold; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Equal Employment Opportunity (EEO):</span></p>
<p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt; color: black;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.</span></p>
<p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt; color: black;"><span style="font-weight: bold; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Benefits: </span></p>
<p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!</span></p>
<p> </p></div>
What you'll do
- The Salesforce Platform Lead will translate business needs into scalable Salesforce solutions and ensure their adoption across departments. Responsibilities include business analysis, Salesforce administration, deployment support, training, and continuous improvement.
About Foundation Risk Partners
Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the United States. Through acquisition and organic growth, we continue to expand throughout all regions with a specific growth strategy that ensures a complementary mix of industry expertise, coverage, specialized services, location, values and cultural fit. The team at Foundation Risk Partners is driven to seek new levels of success for our partners, while providing superior results for our clients.
Ready to join Foundation Risk Partners?
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Frequently Asked Questions
What does a Salesforce Platform Lead (Admin/BA) do at Foundation Risk Partners?
As a Salesforce Platform Lead (Admin/BA) at Foundation Risk Partners, you will: the Salesforce Platform Lead will translate business needs into scalable Salesforce solutions and ensure their adoption across departments. Responsibilities include business analysis, Salesforce administration, deployment support, training, and continuous improvement..
How do I apply for the Salesforce Platform Lead (Admin/BA) position at Foundation Risk Partners?
You can apply for the Salesforce Platform Lead (Admin/BA) position at Foundation Risk Partnersdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.