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About the job

What You Can Expect In This Role

We are looking for an experienced, business-minded Salesforce expert to help shape the future of Salesforce within our Life Insurance Sales organization.

This role is about much more than configuring and maintaining Salesforce. We need someone who understands how sales teams operate, anticipates their needs, and translates those needs into intuitive, efficient Salesforce solutions that help our sales professionals strengthen producer relationships, grow their territories, and drive sales results.

With limited oversight, the Senior Configuration Analyst is responsible with maintaining and enhancing software applications for Sammons Financial Group Companies (Sammons Financial Group). This role requires expertise in configuring and customizing applications to align with business needs and improve system capabilities. The Analyst will manage application configuration, develop, and implement advanced procedures, and create comprehensive reporting related to performance and monitoring of the software applications. Responsibilities include collaboration across business stakeholders to grasp requirements, offering advice and ensuring data and development precision.

What You'll Do In This Role

The ideal candidate brings:

Strong Salesforce expertise – Hands-on experience with Financial Services Cloud (FSC), advanced configuration, automation, and Salesforce Flow.

Sales-focused mindset – Understands sales processes, relationship management, territory development, and how technology can help sales teams work smarter and sell more effectively.

Business-to-technology translation – Can connect directly with sales users, understand their challenges, and design practical, scalable solutions rather than simply fulfilling requests.

Innovation and AI – Passion for leveraging Salesforce AI, Agentforce, Data Cloud, and automation to reduce administrative work, deliver actionable insights, and improve the sales experience.

Strategic problem-solving – Proactively identifies opportunities to simplify workflows, improve data visibility, and evolve Salesforce into a valuable sales enablement platform.

What we're ultimately looking for: Someone who thinks beyond the technology and sees Salesforce through the eyes of our sales teams. A person who can help us build a platform that complements how they work, makes their jobs easier, and empowers them to develop successful, high-performing, and efficient sales territories. Our goal isn't just a better Salesforce system — it's a better sales experience that drives business growth.

• Integrate, configure and maintain systems to enable efficiencies in crucial areas of the business. • Gather and document business requirements, with an emphasis on developing technical specifications. Develop process flows and configuration design alongside testing for deployment, as needed. • Create and maintain custom objects, forms, fields, views, reports, workflows, dashboards, campaigns and functions, etc. as applicable to the software solution. • Lead stakeholder engagement efforts and collaborate with team members to comprehend projects, facilitate business processes analysis, gather and document requirements, and configure and implement technology solutions. • Partner with key departmental stakeholders to translate business requirements into functional technical specifications to meet or surpass the user needs. • Lead and coordinate daily platform maintenance, including user account administration, production support, report and dashboard generation, form management, workflows, performance monitoring, backups, security, sharing rules, data content, technical issue resolution for users and license management, as applicable to the software solution. • Lead data and analytics by structuring, safeguarding, and ensuring data integrity within the platform, while also interpreting data through reports and dashboard, as applicable to the software solution. • Design comprehensive solutions by employing configuration and customization strategies that adhere to software standards and methodologies, as applicable to the assigned software solution. • Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity). • As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands. • Participate in other initiatives and/or projects as necessary.

What We're Looking For

Bachelor's Degree in Business, Management Information System, Computer Science or related field Preferred

Minimum 3 years' experience in platform administration and development Preferred

Experience in the financial services industry Preferred

2-4 years' experience in key functional areas such as Product Management, Underwriting, Production support, Client services or similar areas Preferred

Experience with automation tools and platform administration as applicable by software solution Preferred

Exceptional verbal and written communication skills, with strengths in questioning and listening, and the ability to convey complex technical concepts to non-technical stakeholders and foster collaboration across diverse teams, ensuring clarity and alignment on project goals and priorities

Proven capability to rapidly acquire and apply knowledge of Sammons Financial Group systems, business structures and associated technology processes

Experience in Agile methodologies

Strong analytic skills, attention to detail and the capability to manage multiple tasks & projects, thereby supporting initiative success

Proven ability to collaborate in a creative, agile environment and manage agile task assignments

In-depth knowledge and experience with specific software solutions is crucial for fulfilling the primary responsibility of this role, with the requires skills, knowledge varying according to the specific software solution supported

A thorough understanding of user interface (UI) technologies is vital for supporting relevant software solutions

Proven teamwork capabilities and excellent interpersonal skills, proficient in collaborating and communicating with individuals from varied personalities and geographic locations

Motivated and proactive, able to work independently while efficiently meeting strict deadlines

Highly organized and detail oriented

Deep understanding of concepts and techniques such as work simplification, workflow and process analysis, etc

Proficient use of Microsoft Suite of products and other business analyst tools

Dependent on supported software solution Preferred

Other Requirements

• Criminal background check required.

Salary Range Information

USD $68,462.00 - USD $128,365.00 /Yr. Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire. What you can expect when you join Sammons Financial Group

• Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance. • Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success. • Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k). • Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays. • Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs. • Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you. • An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success.

Work Authorization/Sponsorship

At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.) Additional Information

Sammons Financial Group Is An Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other characteristic protected by applicable law.

ADA Sammons Financial Group is committed to providing reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you need assistance or a reasonable accommodation at any stage of the application or hiring process, including navigating our website or applying for a position, please contact HR@sfgmembers.com or call 800-728-2987.

E-Verify Sammons Financial Group participates in E-Verify and will provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.

Policy for External Search Firms and Agencies Sammons Financial Group maintains an internal Talent Acquisition function and does not accept unsolicited resumes or candidate submissions from search firms, staffing agencies, or other third-party recruiting vendors. Please review our Recruitment Agency Policy for additional information here .