What You Can Expect In This Role
With limited oversight, the Senior Configuration Analyst is responsible with maintaining and enhancing software applications for Sammons Financial Group Companies (Sammons Financial Group). This role requires expertise in configuring and customizing applications to align with business needs and improve system capabilities. The Analyst will manage application configuration, develop, and implement advanced procedures, and create comprehensive reporting related to performance and monitoring of the software applications. Responsibilities include collaboration across business stakeholders to grasp requirements, offering advice and ensuring data and development precision.
What You'll Do In This Role
The ideal candidate brings
Strong Salesforce expertise – Hands-on experience with Financial Services Cloud (FSC), advanced configuration, automation, and Salesforce Flow.
Sales-focused mindset – Understands sales processes, relationship management, territory development, and how technology can help sales teams work smarter and sell more effectively.
Business-to-technology translation – Can connect directly with sales users, understand their challenges, and design practical, scalable solutions rather than simply fulfilling requests.
Innovation and AI – Passion for leveraging Salesforce AI, Agentforce, Data Cloud, and automation to reduce administrative work, deliver actionable insights, and improve the sales experience.
Strategic problem-solving – Proactively identifies opportunities to simplify workflows, improve data visibility, and evolve Salesforce into a valuable sales enablement platform.
What we're ultimately looking for: Someone who thinks beyond the technology and sees Salesforce through the eyes of our sales teams. A person who can help us build a platform that complements how they work, makes their jobs easier, and empowers them to develop successful, high-performing, and efficient sales territories. Our goal isn't just a better Salesforce system — it's a better sales experience that drives business growth.
- Integrate, configure and maintain systems to enable efficiencies in crucial areas of the business.
- Gather and document business requirements, with an emphasis on developing technical specifications. Develop process flows and configuration design alongside testing for deployment, as needed.
- Create and maintain custom objects, forms, fields, views, reports, workflows, dashboards, campaigns and functions, etc. as applicable to the software solution.
- Lead stakeholder engagement efforts and collaborate with team members to comprehend projects, facilitate business processes analysis, gather and document requirements, and configure and implement technology solutions.
- Partner with key departmental stakeholders to translate business requirements into functional technical specifications to meet or surpass the user needs.
- Lead and coordinate daily platform maintenance, including user account administration, production support, report and dashboard generation, form management, workflows, performance monitoring, backups, security, sharing rules, data content, technical issue resolution for users and license management, as applicable to the software solution.
- Lead data and analytics by structuring, safeguarding, and ensuring data integrity within the platform, while also interpreting data through reports and dashboard, as applicable to the software solution.
- Design comprehensive solutions by employing configuration and customization strategies that adhere to software standards and methodologies, as applicable to the assigned software solution.
- Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
- As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
- Participate in other initiatives and/or projects as necessary.
What We're Looking For
Bachelor's Degree in Business, Management Information System, Computer Science or related field Preferred
Minimum 3 years' experience in platform administration and development Preferred
Experience in the financial services industry Preferred
2-4 years' experience in key functional areas such as Product Management, Underwriting, Production support, Client services or similar areas Preferred
Experience with automation tools and platform administration as applicable by software solution Preferred
Exceptional verbal and written communication skills, with strengths in questioning and listening, and the ability to convey complex technical concepts to non-technical stakeholders and foster collaboration across diverse teams, ensuring clarity and alignment on project goals and priorities
Proven capability to rapidly acquire and apply knowledge of Sammons Financial Group systems, business structures and associated technology processes
Experience in Agile methodologies
- Strong analytic skills, attention to detail and the capability to manage multiple tasks & projects, thereby supporting initiative success
- Proven ability to collaborate in a creative, agile environment and manage agile task assignments
- In-depth knowledge and experience with specific software solutions is crucial for fulfilling the primary responsibility of this role, with the requires skills, knowledge varying according to the specific software solution supported
- A thorough understanding of user interface (UI) technologies is vital for supporting relevant software solutions
- Proven teamwork capabilities and excellent interpersonal skills, proficient in collaborating and communicating with individuals from varied personalities and geographic locations
- Motivated and proactive, able to work independently while efficiently meeting strict deadlines
- Highly organized and detail oriented
- Deep understanding of concepts and techniques such as work simplification, workflow and process analysis, etc
- Proficient use of Microsoft Suite of products and other business analyst tools
- Dependent on supported software solution Preferred
Other Requirements
- Criminal background check required.
Salary Range Information
USD $68,462.00 - USD $128,365.00 /Yr. Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire.
What you can expect when you join Sammons Financial Group
- Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance.
- Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success.
- Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
- Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays.
- Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
- Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you.
- An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success.
Job description provided by Sammons Financial Group.
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