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Salesforce Admin
Ref No.: 18-34726
Location: Austin, Texas
Position Type:Direct Placement
Skill Type
Skill Type:Information Technology
Austin, TX

The Salesforce Support Analyst supports 1,000+ customers across multiple business applications in the insurance brokerage industry. They are primarily responsible for supporting our Salesforce CRM platform which integrates with financial and agency management systems.

  • Resolve assigned cases following documented case management life cycles processes
  • Meet individual and team goals and service levels
  • Move data changes through a standardized migration life cycle following industry best practices
  • Use Avention tool to search and populate Client data in CRM system regularly
  • Work with technology liaisons to monitor, document, and troubleshoot system integration error logs
  • Create reports to find data discrepancies and prepare files for resolution.
  • Complete multiple service cases a day and coordinate with Support lead for prioritization of tasks
  • Contribute to the System Maintenance Release Enhancements by supporting operations
  • Document procedures
  • Perform daily, weekly and monthly maintenance processes


  • Bachelor's degree or/and equivalent experience
  • Three plus years providing customer and internal support in a complex, integrated application environment
  • A proven track record of providing excellent customer service in a technology setting
  • Salesforce experience
  • Preparation of data files using Excel to load with Apex Data Loader
  • Ability to understand business concepts and how they apply to application integration
  • Experience with insurance industry back office operations is preferred
  • Ability to quickly grasp and apply business concepts
  • Excellent writing and documentation skills
  • Ability to multitask and prioritize in a fast paced, changing environment

  • Business Analyst experience is highly desirable
  • Familiarity with Callidus, Lawson, and/or EPIC AMS preferred