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Salesforce Senior Associate
NYLIFE Securities, Inc.
New York, NY, United States
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New York Life Insurance Company (“New York Life” or “the company”) is the largest mutual life insurance company in the United States*. Founded in 1845, New York Life is headquartered in New York City, maintains offices in all fifty states, and owns Seguros Monterrey New York Life in Mexico.
New York Life is one of the most financially strong and highly capitalized insurers in the business. The company reported 2016 operating earnings of $1.954 billion. Total assets under management at year end 2016, with affiliates, totaled $538 billion. As of year-end 2016, New York Life’s surplus was $23.336 billion**. New York Life holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major ratings agencies: A.M. Best, A++; Fitch AAA; Moody’s Aaa; Standard & Poor’s AA+. (Source: Individual Third Party Ratings Report as of 8/17/16).
Financial strength, integrity and humanity—the values upon which New York Life was founded—have guided the company’s decisions and actions for over 170 years.
Salesforce.com – Sales & Service Cloud Business Analyst /System Administrator
This role will be for an SME of Salesforce.com, specifically Sales & Service Clouds for our Retail Annuities Operations Service Center. This position will require skills in business & systems analysis, solicitation and documentation of business requirements, solution recommendations and scoping of the level of effort for the solution. It will also include leading the effort to configure, test, and implement those solutions based on Salesforce.com best practices, including the development of training materials. In this role, you will work closely with business users to understand their needs and ensure their comfort, adoption and satisfaction of the solutions, as well as working closely with our technology partners .
Essential duties and responsibilities include but are not limited to:
• Gather, document, and analyze business requirements to build and implement customized solutions that support the firms’ business processes
• Proactively identify areas of improvement and functional gaps in existing systems and Salesforce.com setup
• Perform daily administration and support of Saleforce.com including user set up, assigning profiles, roles, permission sets etc.
• Implement enhancements to Salesforce.com; keep current on new features of Salesforce.com to create recommendations for best practices and utilization of the CRM system
• Create and customize reports and dashboards
• Manage complex workflow rules, validations and triggers
• Create and manage custom objects, formula fields, validation rules, workflow rules, reports and dashboard
• Communicate/Collaborate with developers on implementing solutions that include Apex Classes, Triggers, Visualforce Pages with custom controllers, SOAP/REST APIs
• Prepare training plans, materials and documentation for end users customers, keep materials up-to-date, and coordinate ongoing training sessions
Skills and Education:
• Minimum 3 years’ experience with Salesforce.com administration/development, specifically with Service Cloud
• Salesforce.com Administrator Certification (201) required
• Bachelor’s Degree required
• Strong network in the Salesforce.com community
• Excellent analytical skills with attention to detail are required
• Superb project management skills. Proven ability to manage multiple projects concurrently, multi-task and quickly assess and adjust priorities, meeting deadlines and exceeding end user expectations
• Ability to succeed in a very dynamic, fast-paced highly goal-oriented environment
• Must have a high sense of urgency, strong sense of customer focus and the ability to work autonomously with little direction
• Requires excellent communication skills both written and verbal
• Passionate about technology and leveraging technology to solve complex problems
• Demonstrated expertise and experience with relational database applications
• Knowledge of Annuity Products, Service & Sales Operations, and CTI are a plus
EOE M/F/D/V
*Based on revenue as reported by “Fortune 500, ranked within Industries, Insurance: Life, Health (Mutual),” Fortune Magazine, June 17, 2016. See http://fortune.com/fortune500/ for methodology.
**Total surplus, which includes the Asset Valuation Reserve, is one of the key indicators of the company’s long-term financial strength and stability and is presented on a consolidated basis of the company.
1. Operating earnings is the key measure use by management to track Company’s profitability from ongoing operations and underlying profitability of the business. This indicator is based on generally accepted accounting principles in the US (GAAP), with certain adjustments Company believes to be appropriate as a measurement approach (non GAAP), primarily the removal of gains or losses on investments and related adjustments.
2. Assets under management represent Consolidated Domestic and International insurance Company Statutory assets (cash and invested assets and separate account assets) and third party assets principally managed by New York Life Investment management Holdings LLC, a wholly owned subsidiary of New York Life Insurance Company.