As the Insurance Technology CRM Analyst, you will be supporting the growth of Granular Insurance by leading effort to manage, support, and grow Granular’s CRM (Salesforce.com) platform. This will include managing internal and external stakeholders’ use of the platform, providing Salesforce.com technical support, working with third party partners to provide development, and performing business analysis functions on projects and processes within the company. These projects are in varying degrees of the project life cycle; from ideation, planning, execution, and maintenance. You will be creating new business processes and adjusting existing ones by collaborating with Sales, Underwriting, Operational, and Leadership teams. You will also be working with a number of key stakeholders including company management, development partners, staff members, as well as the Verily technology teams supporting Granular.

To succeed in this role, you will need experience in building systems and processes within Salesforce. You will need to be able to work at a strategic level and in the details. You will need to feel comfortable working in a “start-up” environment where processes and systems still need to be defined and built. Understanding the data about our business is very important and you will need to be familiar with data definitions, analytics, and reporting.

Responsibilities

• Administer and support the Salesforce platform for Granular; perform system testing on new functions and features of software, as well as coordinate User Acceptance Testing.
• Collaborate with cross-functional teams at Granular to meet project goals both as a participant and as a leader.
• Create news processes and adjust existing processes by performing business analysis work and recommending changes to people, process and technology; ensure alignment on new technology efforts through effective requirements gathering, communications and change management processes.
• Work closely with various roles including project and product management teams to ensure the delivery of software aligns to corporate goals; use critical thinking skills to determine optimal business processes given the maturity of the organization while also understanding the business goals and timelines.
• Provide change management processes including software releases, communications plans, and post-release support; responsible for internal and external stakeholder communications, as well as detailing system and process documentation.

Qualifications

Minimum qualifications:

• Undergraduate degree (BA/BS).
• 3+ years of experience in business analysis, project management, preferably within health insurance or technology.
• 3+ years of experience in administering CRMs (i.e. Salesforce.com).
• Excellent communication skills (oral and written), analytical and presentation skills with outstanding attention to detail and ability to take initiative, build productive relationships and influence effectively across various levels of stakeholders.
• Strong interpersonal skills with sensitivity to changing personalities and priorities.
• Demonstrated ability to multitask, analyze opportunities, define effective approaches and proactively overcome challenges.
• Strong understanding of technology, preferably application development, workflow management, and enterprise architecture.

Preferred qualifications:

• Experience in managing and building CRM solutions, including Salesforce Administration.
• Experience in building enterprise wide systems workflow management solutions.
• Strong analytical thinking and problem-solving skills.
• Effect at communicating complicated technical concepts in simple ways for business teams.
• Excellent project management skills.
• Experienced in data analysis and reporting of insurance operations.
• Experience in managing processes independently with little oversight.
• Experience in participating in large cross-functional projects or implementations.