The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
What you’ll be doing:
Reporting directly to our Salesforce Product Manager, this individual will be responsible for day-to-day configuration, support, maintenance, and enhancements to our Salesforce environment. This individual will be responsible for effectively communicating with clients, developers, and internal stakeholders to fulfill the company's Salesforce-focused needs.
Other responsibilities include:
Support senior leadership on strategic initiatives and operational improvements.
Collaborate with business stakeholders to identify requirements and develop scalable Salesforce solutions.
Manage Salesforce projects from inception to completion, including information gathering, planning, and execution.
Create and maintain Salesforce documentation, such as process flows, data models, user training materials, and technical specifications.
Assist with administrative functions, including user management tasks such as new user setup/deactivation, profile management, permissions, public groups, and password resets.
Perform Salesforce configuration changes, such as validation rules, fields, page layouts, record types, custom settings, dashboards, and reports.
Evaluate new software solutions to enhance our technical stack.
Serve as an internal resource for Salesforce user support and provide training as needed.
Support the product owner in defining value, priority, and scope for upcoming sprints.
About you:
5+ years of proven experience as a Salesforce Administrator or Technology Business Analyst.
Proficiency in Salesforce Data Loader, Lightning, and automation tools like flow.
Familiarity with Apex classes and their application within Salesforce.
Demonstrated ability to apply critical thinking, analytical, and problem-solving skills in a fast-paced environment while managing multiple requests.
Strong track record of identifying and optimizing process inefficiencies within Salesforce workflows.
Experience in evaluating and implementing new technology tools to enhance team productivity and efficiency.
Highly organized with meticulous attention to detail
Effective team player with exceptional interpersonal, communication, and project management abilities.
Knowledgeable in Agile methodologies and tools such as Jira and Confluence
Proficient in utilizing tools and processes like Lucidchart for formulating use cases and designing project requirements
What we offer:
Competitive compensation & benefits package
Massive scalability and growth opportunities
Incomparable company culture
Flexible vacation, WFH, remote work policies
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Click here for some insight into our culture!
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than three million clients across the country and worldwide.
In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients.
At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.
