Senior Business Analyst

Overview

Senior Business Analyst

Location: [Remote / Hybrid / In-Office – City, State]

About Alera Group

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Why Join Alera Group?

• Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
• Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization.
• Make an impact – Help businesses protect what matters most while delivering solutions that support their long-term success.

Responsibilities

• Manage the Salesforce enhancement and support process, including intake, prioritization, communication, and release coordination
• Gather, document, and analyze business requirements while creating user stories, acceptance criteria, process maps, and supporting documentation
• Translate business needs into clear technical requirements for Salesforce administrators and implementation partners
• Coordinate software development lifecycle activities, including backlog management, testing, user acceptance testing, release planning, training, and post-release support
• Facilitate ongoing operational reviews by tracking project status, enhancement requests, risks, decisions, and release activities
• Lead continuous improvement initiatives and support Salesforce-related projects from requirements gathering through implementation
• Develop training materials and provide ongoing user support through training sessions, office hours, and knowledge-sharing activities
• Collaborate with business leaders and technology teams to identify opportunities for workflow optimization, increased user adoption, and operational efficiency

Qualifications

Required Qualifications

• Minimum of 3 years of business analyst experience with demonstrated success in requirements gathering, process mapping, stakeholder engagement, and documentation
• Experience supporting Salesforce environments, including enhancement intake, release coordination, user support, or related functions
• Knowledge of Salesforce Sales Cloud and related CRM business processes
• Experience creating user stories, acceptance criteria, process flows, and business requirements documentation
• Familiarity with software development lifecycle methodologies, Agile practices, testing, and user acceptance testing
• Experience supporting projects and managing multiple priorities in a collaborative environment
• Strong analytical, problem-solving, and organizational skills
• Excellent verbal and written communication skills

Preferred Qualifications

• 5+ years of business analyst experience
• 2+ years of Salesforce experience
• Experience with Salesforce Marketing Cloud
• Experience using Jira, Asana, Salesforce Cases, or similar work management and ticketing platforms
• Experience in the insurance brokerage, insurance, or financial services industry
• Associate's or Bachelor's degree in a technology-related discipline
• Salesforce Administrator Certification
• Salesforce Business Analyst Certification, Marketing Cloud Certification, or other related certifications

Compensation

• Hourly Range: $128.00–$128.00 hourly
• Bonus Eligible: [Yes / No]

Benefits

Eligible colleagues enjoy a comprehensive benefits package including:

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities

Benefits and EEO Language

Work Arrangement

This position is [Remote / Hybrid / In-Office].

• Remote: This role is primarily remote.
• Hybrid: This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations.
• In-Office: This role requires regular on-site attendance at the designated office location.

Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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