Salesforce Operations Analyst

About Goosehead

Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we're more than just a bit selective when it comes to hiring new team members.

Job Summary

We are seeking a talented and experienced Salesforce Operations Analyst to join our team. As an Operations Analyst at Goosehead, you will play an integral role in the development of our enterprise technology platform.

Principal Duties and Responsibilities

• Maintaining the integrity of the Salesforce platform, including data management, system configuration, business analyst, and Project/Product Management
• Conducting business analysis and process improvement efforts, including documenting business requirements, conducting gap analysis, and recommending solutions to meet business needs
• Supporting the design, development, and testing of custom Salesforce solutions, including custom objects, flows, and processes
• Working with stakeholders to ensure the successful implementation and adoption of new Salesforce solutions
• Participating in the development and maintenance of Salesforce policies and procedures
• Staying current with Salesforce product releases, features, and best practices to continuously improve the platform and its capabilities
• Providing ongoing support to Salesforce users, including troubleshooting, training, and assistance with report creation and dashboards
• Notify impacted users of upcoming changes and planned releases.
• Maintain accurate status, initial estimates, and actual estimates for tasks in DevOps.
• Act as a liaison between business representatives and the technical team to build and document Salesforce solutions.
• Create detailed user stories and business solution documentation, including screenshots, mockups, diagrams, flowcharts, and process flow diagrams.

Experience and Education

• Bachelor's degree or above (Mathematics, Statistics, Finance or Computer Science preferred)

Required Skills and Abilities

• 2+ years of experience in Salesforce and
• 2+ years of experience in project management
• Advanced skills in Excel

Benefits Summary

• High quality voluntary health, vision, disability, life, and dental insurance programs
• 401K Matching Plan
• Employee Stock Purchase Plan
• Paid holidays, vacation, and sick leave
• Corporate sponsored programs to enhance employee physical, financial, mental and emotional wellness
• Financial Solution Program

Equal Employment Opportunity:

Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.