Job Title
- Salesforce Functional Lead / SME Marketing, Sales & P&C Insurance Location
- New York, NY (Hybrid) Duration
- 12+
Months Job Summary:
We are seeking an experienced Salesforce Functional Lead / Subject Matter Expert (SME) with strong expertise in Salesforce Sales Cloud, Marketing Cloud, and Property & Casualty (P&C) Insurance domain. The ideal candidate will bridge business and technology teams, lead requirements gathering, drive solution design, and ensure successful implementation of Salesforce-based sales, marketing, and customer engagement solutions aligned with P&C insurance business objectives.
Key Responsibilities:
Lead business workshops and requirement gathering sessions with stakeholders across Sales, Marketing, Underwriting and Customer Service teams. Act as the primary Functional SME for Salesforce Sales Cloud, Marketing Cloud, and related CRM capabilities. Translate business requirements into scalable Salesforce solutions and user stories. Drive end-to-end solution design, configuration, testing, deployment, and adoption activities. Collaborate with technical architects, developers, integration teams, and business users to deliver Salesforce solutions. Define and optimize lead management, opportunity management, campaign management, customer journey, and agent/broker engagement processes. Support integration of Salesforce with policy administration systems, claims platforms, customer portals, and third-party applications. Conduct gap analysis, process mapping, impact assessments, and business process re-engineering. Facilitate UAT, training, change management, and production support activities. Ensure compliance with insurance regulations, governance standards, and Salesforce best practices.
Required Qualifications:
Bachelor's degree in Business, Information Technology, Insurance, or related field. 10+ years of experience as a Functional Lead, or Salesforce Consultant. 5+ years of hands-on experience with Salesforce Sales Cloud and Marketing Cloud implementations. Strong understanding of CRM strategy, customer lifecycle management, campaign management, and sales operations. Extensive experience in Property & Casualty (P&C) Insurance, including policy lifecycle, underwriting, claims, brokers, agents, and customer servicing. Experience gathering and documenting business requirements, user stories, process flows, and functional specifications. Strong stakeholder management and communication skills.
Preferred Qualifications:
Salesforce Certified Administrator. Salesforce Sales Cloud Consultant Certification. Salesforce Marketing Cloud Consultant Certification.
