Salesforce Business Analyst- P&C

Exavalu is seeking a senior Salesforce Business Analyst with strong property and casualty insurance expertise. The role leads business analysis activities, advises client stakeholders, shapes Salesforce solutions, and supports delivery, presales, and account growth.

Responsibilities:

• Lead requirements gathering, workshops, user stories, acceptance criteria, and process documentation
• Manage backlog grooming, prioritization, and Agile delivery activities
• Partner with Salesforce Architects, Developers, QA, and Product Owners to ensure solution alignment
• Support UAT, defect management, go-live, and hypercare
• Provide P&C insurance expertise across policy, underwriting, claims, billing, distribution, and customer service
• Recommend Salesforce-native/configuration-first solutions and identify risks, dependencies, and trade-offs
• Build relationships with business and technology leaders and identify opportunities for process improvement and account growth
• Support PreSales, solutioning, estimates, and SOW development

Requirements:

• 12+ years of BA/Consulting experience with 8+ years in Salesforce implementations
• 4+ years of P&C insurance experience
• Strong knowledge of Sales Cloud, Service Cloud, Experience Cloud, and Financial Services Cloud/Insurance
• Experience conducting requirements workshops with senior stakeholders
• Strong Agile/Scrum/SAFe and Jira experience
• Excellent communication, presentation, facilitation, and stakeholder management skills
• Personal Lines/Homeowners
• Salesforce certifications such as Administrator, Business Analyst, or Agentforce
• Experience with Digital Insurance/FSC, Guidewire/Duck Creek integrations, data migration, reporting, and analytics
• PreSales, solutioning, or account-growth experience in a consulting environment