Description Our Client is one of the United States' largest insurers, providing a wide range of insurance and financial services products with gross written premiums well over US$25 Billion (P&C;). Finally, our client is part of one the largest Insurance Groups in the world. About the Role Be part of a dynamic team that manages and enhances the Salesforce CRM application for Independent Agent Distribution employees. In this role, you will collaborate closely with both business and IT partners to ensure Salesforce supports evolving business needs. You'll have the opportunity to work across business and technical areas, turning requirements into practical solutions, supporting system development and integrations, and continuously improving processes and tools to drive sales effectiveness. What You'll Do Provide business support through Salesforce administration and development efforts, including requirements gathering, testing, and ongoing maintenance. Manage and maintain data within Salesforce, ensuring accuracy, completeness, and compliance.



Facilitate business admin processes to include external data into Salesforce. Develop and deliver Salesforce reports and dashboards to support TMs and leadership in sales execution. Collaborate with multiple teams across IA Distribution and the enterprise, including leadership, distribution, data & reporting, ACM, and SFEA. Gather, analyze, and translate business needs into technical requirements and admin-facilitated solutions. Communicate effectively with business and IT partners, ensuring alignment and clarity on project goals. Identify system gaps and process improvements, providing recommendations to enhance Salesforce functionality and business outcomes. Requirements Salesforce experience, business analysis, or related fields Bachelor's degree preferred Advanced/Fluent English Experience with Agile processes and Salesforce administration/development Strong problem-solving, critical thinking, and attention to detail Salesfor

📌 FBS - Business Technology Specialist (Guadalupe)
🏢 Capgemini
📍 Guadalupe