Job Description

Who we are

We make commercial insurance simple.

Since 2015, our team has worked to bring the insurance industry into the 21st century and beyond. Backed with $150M in funding, we are creating the go-to business insurance for high-growth companies. Our digital-first experience combines the best policies with the right rates that fit customer needs.

Nothing is possible without our team. As part of the Pack, you will have a direct and enormous impact on daily operations, team interactions, and culture. You\xe2\x80\x99ll build cool things, meet great people, and grow with us. All from the comfort of your couch.

We are helping businesses plan for tomorrow, so they can change the world today. Are you in?

The value of this position:

The team is looking for a Salesforce Solution Architect to assist us as we design and build a single technology platform with end-to-end business process management on the Salesforce.com platform, customized to suit our needs as an insurtech distribution platform & MGA with direct (our brokers) and channel (partner brokers) distribution. Our technology is a key enabler of growth and productivity.

What you will own in this role:

• Standardize and automate our direct and partner sales processes to increase velocity, customer satisfaction, and net retention.
• Optimize our Salesforce policy management architecture to increase the productivity of our service team and improve the quality of customer touchpoints.
• Develop our quote-to-cash to processes to support scale and forecasting.
• Design and implement a streamlined proposal process that supports multiple direct and partner quotes, including workflows and data structure needed to build proposals and benchmarking.
• Build and refine a forecasting tool to support business decision-making.

What experience we believe is the right fit:

• 5+ years of Salesforce solution design, administration, and development
• Deep knowledge of and hands-on experience with all aspects of Salesforce custom development, including Apex, Lightning/Aura Components, LWC, API
• Extensive knowledge of the administration of Salesforce Sales and Service Clouds, including general object/page/field configuration, Lightning Flow, workflow rules, validation rules, Process Builder, reports/dashboards and security controls, and the appropriate application of each to various business problems
• Ability to assess and reduce complexity in existing processes and generate new and innovative approaches to problems
• Passion for working cross-functionally to understand key challenges and gather input before solutioning, identifying gaps between current and future states, writing user stories, and building comprehensive solution designs
• Strong experience managing third-party AppExchange integrations and replacing existing apps with competitive alternatives
• Proven experience with various change management methodologies, including change sets, source control, and metadata deployment tools (e.g., Gearset)
• Experience with ETL/iPaaS tools (e.g., Boomi) is a plus

Our Pack at Embroker lives our values

• Pack First

We succeed and fail as one team. We always optimize for what is best for our entire organization. We communicate honestly and openly, treat each other with mutual respect, and assume positive intent in interactions.

• Create Magic

We deliver delightful experiences at every customer touchpoint and dedicate ourselves to make each one exceptional. We build transformational world-class products by applying our full creativity to find solutions to even the hardest problems.

• Be All-In

We make focused commitments. We are accountable to ourselves and each other to deliver on time. We

• move fast and attack challenges with relentless positivity. We build things that make us proud.

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