ob体育
The Salesforce Manager is a key role focused on managing the Salesforce platform and the supporting team in alignment with the Applications Team at ob体育. This individual will identify and implement solutions that streamline operations, improve sales engagement, and support scalable growth, strategically advancing our sales and service capabilities and ensuring we remain at the forefront of innovation and efficiency.
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
- Supports and demonstrates ob体育’s core values
- Values and understands the importance of diversity, equity, and inclusion among all ob体育 associates.
- Operates as a Product Owner for the Salesforce solution to provide guidance and strategy on the current and future use of the platform
- Manages the Salesforce Administrator and Salesforce Developer roles within the Applications Team
- Stays up to date on the latest offerings and enhancements from Salesforce and how they can be applied to deliver business value to ob体育.
- Primary Business Liaison to proactively identify, analyze and document business requirements translating them into application solutions
- Provides Salesforce compliance and utilization improvement to ensure data accuracy and a streamlined sales and service process in conjunction with business partners
- Provides direction to IT Support regarding Salesforce
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- 7+ years’ Salesforce working experience, preferably with Financial Service Cloud as well as Sales Cloud and Service Cloud
- Required: Prior experience in implementing Salesforce projects
- Required: Prior experience in defining and documenting business requirements and translating into Salesforce strategy
- Experience with content management and sales tools
- Ability to build internal relationships with stakeholders
- Excellent communication skills
- Strong attention to detail
DESIRED EXPERIENCE AND SKILLS include but are not limited to:
- Bachelor’s degree
- Experience with content management and sales tools, preferably in a financial or insurance organization
COMPETENCIES & TRAITS:
- Business Acumen
- Executes strategy through others to create alignment, a positive mindset and build capability in people and collaborate effectively with others.
- Leads processes, understand the business, including its critical interdependencies, and the short and long-term trade-offs of decisions.
- Financial Acumen
- Looks for methods to improve processes that have a positive impact on the bottom line.
- Understands the drivers of growth and profitability.
- Agility/Flexibility
- Demonstrates support for innovation and changes needed to improve organization effectiveness.
- Adapts to stressful situations.
- Self-Direction
- Ability to effectively plan and organize work independently.
- Takes initiative to establish goals, create deliverables, and lead projects.
- Interpersonal skills
- Ability to foster and maintain healthy, mutually beneficial relationships with others.
- Displays emotional intelligence by controlling and expressing emotions professionally and respectfully to create and maintain productive relationships.
The anticipated posting timeline for this opportunity is May 9, 2025-June 13, 2025.
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If this role is hired in Los Angeles County, CA the following applies:
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.
Compensation & Benefits
Being a part of ob体育 has its benefits. When you become part of the ob体育 family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Why Join ob体育?
We’ve built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at ob体育 so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine’s Best Workplaces
- 2023 Denver Business Journal’s Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000’s List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal’s Best Places to Work
- 2021-2023 Charlotte Business Journal’s Best Places to Work
- 2021-2023 Los Angeles Business Journal’s Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The ob体育 Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The ob体育 Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
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Company Culture
Change makers. Employee owners.
We鈥檙e hiring do-ers, go-getters, and the owners of tomorrow at ob体育 as we build the brokerage of the future.
See what it feels like to be supported by ob体育 on your career journey.