Salesforce Functional Lead SME

Job Title - Salesforce Functional Lead / SME Marketing Sales & P&C Insurance

Location - New York NY (Hybrid)

Duration - 12 Months

P&C Insurance highly preferred but any insurance background a MUST

Salesforce/SalesCloud & Marketing background

Job Summary:

STAFFXPERT is seeking an experienced Salesforce Functional Lead / Subject Matter Expert (SME) with strong expertise in Salesforce Sales Cloud Marketing Cloud and Property & Casualty (P&C) Insurance domain. The ideal candidate will bridge business and technology teams lead requirements gathering drive solution design and ensure successful implementation of Salesforce-based sales marketing and customer engagement solutions aligned with P&C insurance business objectives.

Key Responsibilities:

• Lead business workshops and requirement gathering sessions with stakeholders across Sales Marketing Underwriting and Customer Service teams.
• Act as the primary Functional SME for Salesforce Sales Cloud Marketing Cloud and related CRM capabilities.
• Translate business requirements into scalable Salesforce solutions and user stories.
• Drive end-to-end solution design configuration testing deployment and adoption activities.
• Collaborate with technical architects developers integration teams and business users to deliver Salesforce solutions.
• Define and optimize lead management opportunity management campaign management customer journey and agent/broker engagement processes.
• Support integration of Salesforce with policy administration systems claims platforms customer portals and third-party applications.
• Conduct gap analysis process mapping impact assessments and business process re-engineering.
• Facilitate UAT training change management and production support activities.
• Ensure compliance with insurance regulations governance standards and Salesforce best practices.

Required Qualifications:

• Bachelors degree in Business Information Technology Insurance or related field.
• 10 years of experience as a Functional Lead or Salesforce Consultant.
• 5 years of hands-on experience with Salesforce Sales Cloud and Marketing Cloud implementations.
• Strong understanding of CRM strategy customer lifecycle management campaign management and sales operations.
• Extensive experience in Property & Casualty (P&C) Insurance including policy lifecycle underwriting claims brokers agents and customer servicing.
• Experience gathering and documenting business requirements user stories process flows and functional specifications.
• Strong stakeholder management and communication skills.

Preferred Qualifications:

• Salesforce Certified Administrator.
• Salesforce Sales Cloud Consultant Certification.
• Salesforce Marketing Cloud Consultant Certification.