Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you ... more details
Job Description:
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.
We’re actively seeking a talented Sr Salesforce Business Intelligence Developer to join our team in Newport Beach, CA or Omaha NE. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office.
As part of our team, you’ll be responsible for the Salesforce database and user experience for IRSG. You’ll also train internal IRSG team members and key stakeholders in utilizing the Salesforce CRM. Additionally, your role involves creating and maintaining reports and dashboards for the IRSG organization, as well as collaborating with Marketing to utilize Salesforce for creating marketing campaigns.
How you’ll help move us forward:
Salesforce Platform (60%)
Configure and build the Salesforce platform to enable the IRSG sales process with input from internal and external stakeholders.
Work with key internal and external stakeholders in building the IRSG instance for Salesforce.
Build workflow management for all of the IRSG products in Salesforce.
Track the status of the transaction through the various phases of pre and post-sale.
Test functionality before rollout.
Build dashboards and reporting within Salesforce for the IRSG team to make data-driven business decisions.
Provide early insights to all stakeholders.
Train the team, develop and document training guides, and obtain feedback from the IRSG team for pre and post-sale functions.
Manage operational function of Salesforce pertaining to user access and profiles.
Manage migration of data from spreadsheets and old databases into Salesforce.
Continually look and implement process efficiencies and streamline the Salesforce experience.
Work closely with Marketing for Salesforce marketing campaigns.
Reporting within Salesforce (30%)
Provide product and department level reports for internal reporting:
Coordinate and provide reports to external requestors:
Assist and contribute to ad hoc projects as assigned by Manager, Director, Sr. Director or VP. (10%)
The experience you bring:
Bachelor’s degree in business administration, marketing, finance or related field.
5 years experience with Salesforce configuration and administration.
5 years experience in the insurance industry (preferred).
Strong organizational, interpersonal, communication, presentation and leadership skills.
Computer proficient in Excel and MS Word, Salesforce.
What makes you stand out:
Strong data and project management experience.
Effective communication and organizational skills.
Able to meet timelines and deliverables.
Detail oriented and can multi-task.
Knowledge of defined benefit and defined contribution plans.
Training and understanding of the Salesforce database.
You can be who you are.
People come first here. We’re committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at www.pacificlife.com. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.
Benefits start Day 1.
Your wellbeing is important. We’re committed to providing flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and a Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents.
Generous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off.
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation.
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Base Pay Range:
The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$108,000.00 - $132,000.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
