What are the responsibilities and job description for the Salesforce Business Analyst position at The Surplus Line Association of CA?
Description
Job Title: Salesforce Business Analyst
Organization: The Surplus Line Association of California (SLA)
Location: San Ramon, CA
Position Type: Full-time, In-Office
Salary: $85,000 - $115,000
Come join our team — we’d love to have you!
At the SLA, we take pride in fostering an open, inclusive, and collaborative culture where employees come first. Our commitment to creating an exceptional workplace has earned us recognition:
- Certified as a Great Place to Work® three years in a row
- Named one of California’s Best Workplaces for 2025
As an employee-first organization, we’re passionate about supporting our team inside and outside the workplace. We offer:
- Flexible work-life balance options so you can thrive both professionally and personally
- An expansive benefits package with a variety of choices for medical, dental, and vision coverage tailored to your needs
- Educational benefits, including tuition reimbursement and student loan relief programs to support lifelong learning
- A generous wellness stipend to help you invest in your health and well-being
- And because we love adding a little extra value: complimentary Costco memberships for you and your family
If you’re looking to grow your career in an environment where your voice is heard, your contributions are valued, and fun is part of the culture — come join us!
About Us:
At the Surplus Line Association of California (SLA), we don’t sell insurance—we protect access to it. As the only organization overseeing California’s $20 billion surplus lines insurance marketplace, we help support coverage availability for businesses—from film studios to freight haulers—when risks are too complex, too large or too unique for the standard market.
Each year we review more than 1 million policy transactions, equip insurance brokers with compliance tools and continuing education courses, monitor the financial stability of global insurers and deliver data-driven insights that help the industry stay ahead of emerging risks. That impact—combined with our strong employee culture—has earned us recognition by Fortune as one of the Bay Area’s best places to work.
Quick Clarifier:
We are not insurance agents or a government agency—and we won’t be quoting your car or life insurance. We oversee a multibillion-dollar market that primarily serves businesses with hard-to-place risks. It’s niche, essential and surprisingly interesting.
Position Overview:
We are looking for a highly analytical, detail-oriented, and strategic Salesforce Business Analyst to join our dynamic team. In this pivotal role, you will act as the key liaison between business stakeholders and technical teams, translating business needs into scalable Salesforce solutions. You will be responsible for gathering and analyzing requirements, identifying process improvement opportunities, and ensuring that Salesforce implementations align with organizational goals and deliver measurable business value.
The ideal candidate will possess a strong understanding of Salesforce capabilities, excellent communication skills, and a passion for leveraging technology to drive business success. You will work closely with cross-functional teams—including membership services, marketing, and IT—to optimize workflows, enhance user experience, and support data-driven decision-making.
Requirements
Responsibilities:
- Collaborate with stakeholders to gather, analyze, and document business requirements.
- Translate business needs into functional Salesforce solutions.
- Create and maintain user stories, process flows, and data models.
- Work closely with Salesforce developers and administrators to implement enhancements.
- Conduct user acceptance testing (UAT) and support training efforts.
- Monitor system performance and recommend improvements.
- Ensure data integrity and compliance with company policies and industry regulations.
Qualifications:
- Must be a California resident.
- Bachelor’s degree
- 3 years of experience as a Business Analyst, with at least 2 years focused on Salesforce.
- Strong understanding of Salesforce Sales Cloud, Service Cloud, and/or Marketing Cloud Account Engagement.
- Experience with Salesforce reporting, dashboards, and data analysis.
- Excellent communication and stakeholder management skills.
- Salesforce Certified Business Analyst
- Additional Salesforce certifications (e.g., Salesforce Administrator, Salesforce Associate) are a plus.
- Experience in the Insurance industry or Financial Services is a plus
This job description is not intended, and should not be construed to be, an exhaustive list of all responsibilities, skills, efforts or working conditions associated with the job. It is intended, however, to be an accurate reflection of those principal job elements essential for making decisions related to job performance, employee development and compensation. The Company reserves the right to change, modify, amend, add to or delete from any section of this document as it deems, in its judgment, to be proper.
The SLA is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Salary : $85,000 - $115,000
