Aimed at mid-level Salesforce experts who thrive in both technical configuration and cross-functional stakeholder engagement, with a focus on insurance or financial services domains.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Pieinsurance via Greenhouse
Pie's mission is to empower small businesses to thrive by making commercial insurance affordable and as easy as pie. We leverage technology to transform how small businesses buy and experience commercial insurance.
Like our small business customers, we are a diverse team of builders, dreamers, and entrepreneurs who are driven by core values and operating principles that guide every decision we make.
The Staff Business Systems Analyst is a Salesforce-centric role with broad exposure to the platforms that power a modern insurance company. You'll be the go-to expert for complex CRM challenges, a trusted partner to business stakeholders across sales, service, and operations, and a collaborative teammate who makes the people around you more effective. The split is roughly 60% hands-on platform work and 40% stakeholder engagement—we need someone who's excellent at both.
How You’ll Do It
Salesforce Platform Ownership
Administer, configure, and develop solutions across our Salesforce environment.
Maintain and evolve a mature Sales Cloud foundation with strong pipeline instrumentation.
Help architect and scale an emerging Service Cloud landscape.
Provide end-to-end platform support, including:
User support
Data quality management
Complex automation
Custom development
Cross-Platform Integration
Partner across systems that integrate with Salesforce, including:
Zuora (billing and payments)
Workato (integrations)
Sage Intacct (ERP)
Marketing Cloud
Snowflake EDW
Understand and monitor how data flows between systems.
Troubleshoot integration and data sync issues when they arise.
Stakeholder Partnership
Translate business needs into technical solutions.
Translate technical constraints into clear business terms.
Partner directly with key stakeholders, including:
Sales leadership
Service operations
Finance
Other cross-functional teams
Build credibility and drive adoption through strong relationships and consistent follow-through.
Requirements and Documentation
Gather, analyze, and document requirements for enhancements and new capabilities.
Create clear specifications that internal or external developers can execute against.
Maintain durable documentation that supports future teammates and long-term platform scalability.
Team Collaboration
Work alongside our Zuora BSA and collaborate with contractors supporting the broader platform ecosystem.
Share knowledge and best practices across the team.
Provide guidance to less experienced team members.
Contribute to a collaborative team culture as the team grows and scales.
The Right Stuff
High School Diploma or GED required; Bachelor's degree preferred.
12+ years of experience in business systems analysis, Salesforce administration, or a related field.
5+ years experience in Salesforce across multiple orgs, with hands-on experience in Sales Cloud and ideally Service Cloud.
Salesforce Certified Administrator and Platform Developer I required; Advanced Administrator preferred.
Experience in billing platforms, ERPs, marketing automation, data warehouses, or iPaaS tools.
The use of AI in Application Review: To support a fair, efficient, and consistent hiring process, we use AI-powered tools to assist in the initial screening of applications. These tools help us identify qualifications and prior work experiences that align with the requirements of the role. We may also use AI assistant video tools during interviews to support note-taking and candidate evaluation. All AI-powered outputs are still subject to human oversight and decision-making at multiple stages of the process. By submitting your application, you acknowledge and consent to Pie utilizing these AI technologies to assist in our evaluation process.
Base Compensation Range$130,000—$165,000 USDCompensation & Benefits
Competitive cash compensation
A piece of the pie (in the form of equity)
Comprehensive health plans
Generous PTO
Future focused 401k match
Generous parental and caregiver leave
Our core values are more than just a poster on the wall; they’re tangibly reflected in our work
Making every part of working with us "Easy as Pie" - including our offer process. When we find someone we'd like as a Pie-oneer (a member of our team), we move quickly to put together a fair offer based on your skills, experience, location, and compensation expectations.
Each year Pie reviews company performance and may grant discretionary bonuses to eligible team members.
Location Information
Unless otherwise specified, this role is remote. Remote team members must live and work in the United States (territories excluded) and have access to reliable, high-speed internet.
Additional Information
Pie Insurance is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, military service status, citizenship, or other protected characteristic.
Pie Insurance participates in the E-Verify program. Please click here, here and here for more information.
Pie Insurance is committed to protecting your personal data. Please review our Privacy Policy.
Safety First: Pie Insurance is committed to your security during the recruitment process. We will never ask you for credit card information or ask you to purchase any equipment during our interview or onboarding process.
Pie Named to 2025 America's Best Startup Employers
Pie Insurance 2025 State of Workplace Safety Report
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