Salesforce Support Engineer

Summary

We're seeking a skilled and proactive Salesforce Support Engineer with 5—8 years of experience to join our financial services technology team. This role is ideal for someone who thrives in a fast- paced support environment, understands the nuances of the insurance domain, and can ensure the smooth operation of Salesforce platforms across business units. You‘ll be the go-to expert for troubleshooting, user support, and platform optimization.

• Provide day-to-day support for Salesforce users across sales, service, and operations teams.
• Must have knowledge of Salesforce Data Cloud.
• Troubleshoot and resolve issues related to workflows, data integrity, user access, and integrations.
• Collaborate with business analysts and developers to translate support tickets into long- term solutions.
• Maintain and enhance Salesforce configurations, including custom objects, fields, page layouts, and validation rules.
• Support insurance-specific processes such as policy management, claims tracking, and customer onboarding.
• Monitor system performance and proactively identify areas for improvement.
• Assist in user training, documentation, and onboarding for new features or releases.
• Ensure compliance with data privacy, security, and regulatory standards relevant to financial services.

• 5—8 years of hands-on experience in Salesforce support or administration.
• Salesforce Certified Administrator (mandatory); additional certifications are a plus.
• Strong understanding of Salesforce Data Cloud Sales Cloud and Service Cloud.
• Experience working in the financial services industry, preferably insurance.
• Familiarity with insurance workflows such as underwriting, claims, and policy servicing.
• Proficiency in troubleshooting Apex errors, Flow issues, and integration failures.
• Excellent communication and stakeholder management skills.
• Experience with support tools like Jira, ServiceNow, or similar ticketing systems.

Summary

We're seeking a skilled and proactive Salesforce Support Engineer with 5—8 years of experience to join our financial services technology team. This role is ideal for someone who thrives in a fast- paced support environment, understands the nuances of the insurance domain, and can ensure the smooth operation of Salesforce platforms across business units. You‘ll be the go-to expert for troubleshooting, user support, and platform optimization.

• Provide day-to-day support for Salesforce users across sales, service, and operations teams.
• Must have knowledge of Salesforce Data Cloud.
• Troubleshoot and resolve issues related to workflows, data integrity, user access, and integrations.
• Collaborate with business analysts and developers to translate support tickets into long- term solutions.
• Maintain and enhance Salesforce configurations, including custom objects, fields, page layouts, and validation rules.
• Support insurance-specific processes such as policy management, claims tracking, and customer onboarding.
• Monitor system performance and proactively identify areas for improvement.
• Assist in user training, documentation, and onboarding for new features or releases.
• Ensure compliance with data privacy, security, and regulatory standards relevant to financial services.

• 5—8 years of hands-on experience in Salesforce support or administration.
• Salesforce Certified Administrator (mandatory); additional certifications are a plus.
• Strong understanding of Salesforce Data Cloud Sales Cloud and Service Cloud.
• Experience working in the financial services industry, preferably insurance.
• Familiarity with insurance workflows such as underwriting, claims, and policy servicing.
• Proficiency in troubleshooting Apex errors, Flow issues, and integration failures.
• Excellent communication and stakeholder management skills.
• Experience with support tools like Jira, ServiceNow, or similar ticketing systems.