Sr Salesforce Financial Services Cloud Administrator (Remote)
Role details
Job location
Tech stack
Job description
The Senior Salesforce Financial Services Cloud (FSC) Administrator reports to the IT Director and is responsible for administering and enhancing FSC for Insurance Broker to support client, policy, claims, servicing, and relationship management within an Insurance Broker Management ecosystem. This role is expected to embed AI-driven administration and delivery patterns into daily work, using tools like Copilot and Einstein to improve user experience, delivery velocity, and decision-making. This role can be fully remote/virtual/work from home and you can be based anywhere in the US. How you'll make an impact
- Lead the technical implementation, Administer and Configure, Salesforce solutions within Financial Services Cloud for Insurance Brokers.
- Develop and maintain custom code (Apex, Lightning Web Components), integrations, and automation (Flows, Process Builder).
- Maintain client, policy, and broker relationship models.
- Translate user stories and acceptance criteria into clean, testable, bulkified code that meets a 90%+ Apex test coverage bar (with meaningful assertions, not just coverage).
- Collaborate with enterprise architecture to ensure alignment with corporate standards and long-term technology strategy.
- Configure automation using Flows and declarative tools, enhanced through AI-assisted configuration and optimization techniques.
- Leverage AI-enabled platform capabilities (Einstein, Agentforce, SF Vibes, prompt-driven automation) to:
- Improve user experience and platform adoption
- Deliver intelligent insights on client and policy data
- Accelerate configuration, troubleshooting, and enhancements
- Configure and support Salesforce Industries / OmniStudio components.
- Support Experience Cloud portals for brokers and customers.
- Partner with architects and developers to determine optimal AI-assisted vs configuration vs custom solutions.
- Integrate Salesforce with external systems via REST/SOAP callouts, Platform Events, Change Data Capture, Named Credentials, and External Services.
- Participate in DevOps processes, incorporating AI-assisted release and deployment practices.
- Troubleshoot issues using logs, analytics, and AI-supported diagnostics.
- Ensure compliance with data governance and security standards.
Requirements
Do you have a valid Certified Salesforce Administrator certification?, Do you have experience in Salesforce Cloud?, * Minimum of 6 years of Salesforce administration experience.
- Hands-on experience with Financial Services Cloud (FSC).
- Experience with Digital Insurance, FSC for Insurance Brokers, and Salesforce Industries.
- Experience in installing and managing AppExchange products.
- Demonstrated adoption of AI-driven delivery practices (Copilot, SF Vibes, prompt engineering).
- Proficiency in Apex, Lightning Web Components (LWC), SOQL/SOSL, Flows, and OmniStudio (OmniScripts, FlexCards, Integration Procedures, Data Mappers).
- Proven experience enforcing engineering standards: Trigger Actions Framework, WITH SECURITY_ENFORCED / User Mode DML, SLDS, accessibility, and proper error handling.
- Strong SOQL/SOSL skills, including relationship queries, selectivity, and large-data-volume considerations.
- Solid grasp of Salesforce security model: profiles, permission sets / permission set groups, sharing rules, OWD, FLS, CRUD, and User Mode DML.
- Proven ability to use AI to improve efficiency, accuracy, and end-user outcomes.
- Strong Salesforce configuration and security expertise.
- Strong stakeholder communication skills.
- Demonstrated experience with CI/CD for Salesforce (validation-only deploys, scratch orgs or sandboxes, automated tests in pipeline).
Required Salesforce certifications:
- Certified Platform Developer 2
- Certified System Administrator
- Certified Financial Services Cloud, * OmniStudio / Industries Common Core experience (OmniScript, FlexCard, Integration Procedures, Data Mappers).
- Salesforce certifications: Sales Cloud, Service Cloud, JavaScript Developer I, and/or Application/System Architect.
- Experience with AI capabilities in Salesforce (Einstein, Agentforce, Data Cloud, Prompt Builder)
- Experience Cloud exposure.
- Experience in insurance / financial services / healthcare / regulated industry with awareness of compliance requirements (SOC 2, HIPAA, PII).
#LI-DK3 #LI-Remote
Benefits & conditions
Pulled from the full job description
- Paid parental leave
- Parental leave
- 401(k)
- Health insurance
- Vision insurance
- Health savings account
- Dental insurance, We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you'll get, depending on your job level these benefits may improve:
- Medical/dental/vision plans, which start from day one!
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
Other benefits include:
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
- And more...