Senior Business Analyst, Salesforce

Talcott Financial Group* is an international life insurance group and the industry’s trusted partner for comprehensive risk solutions. Talcott creatively designs and expertly delivers responsive solutions that transfer risk and manage capital in a way that supports the strategic needs of insurers today and into the future.
Talcott Financial Group has a proven track record of well-executed transactions, and the enterprise benefits from its strong financial position with over $130 billion in assets under management, its investment-grade financial strength ratings, and its partnership with Sixth Street, a leading global investment firm.
Talcott Financial Group’s two core business platforms include: U.S. based Talcott Resolution and Bermuda and Cayman based Talcott Re.


Overview:

The Senior Business Analyst for Retail requires deep understanding of the Annuities value chain and deep understanding and work experience in Salesforce Financial Services Cloud. This individual is a key contributor within the IT organization, operating as advisor to business leaders and key partners. This role is accountable for translating business strategy into technology-enabled solutions, driving alignment across stakeholders, and ensuring delivery of initiatives that generate measurable business value. This position serves as the Salesforce Financial Services Cloud (FSC) subject-matter expert, partnering with business and delivery teams to shape, configure, and deliver CRM capabilities that support Talcott's retail annuity operations.
The selected candidate will work independently supporting cross-functional efforts to influence decision-making and ensure adherence to enterprise standards. Our selected candidate shall work out of our Hartford, CT. office on a hybrid schedule. Remote work arrangements will be considered.

Responsibilities:

• Ensure business requirements and solutions are designed with flexibility, scalability, and future-state adaptability in mind.
• Lead requirements gathering, business process analysis, and participate in solution design, and testing for complex initiatives working closely with cross functional and the vendor teams.
• Serve as a liaison between business stakeholders and IT teams to ensure clarity, alignment, and successful delivery.
• Perform data analysis to trace and validate annuity data across upstream, administration, and downstream systems, identifying root causes of issues and gaps.
• Translate business questions into data driven insights, connecting system behavior back to annuity processes and outcomes.
• Identify opportunities for process optimization, automation, and efficiency improvements.
• Facilitate workshops, stakeholder meetings, and working sessions to drive alignment, gather requirements, and support informed decision-making.
• Elicit, analyze, and document business requirements for Salesforce Financial Services Cloud, translating them into user stories, process flows, and functional specifications.
• Analyze and map data flows between Salesforce and upstream and downstream systems to support integrations, data migration, and reporting.
• Partner with Internal Sales team, Salesforce administrators, developers, and configuration teams to design, configure, and validate FSC solutions.
• Lead user acceptance testing (UAT), support release management, and ensure Salesforce solutions meet business, security, and regulatory requirements.
Qualifications:
• Bachelor’s Degree in business, Information Technology, or a related field; advanced degree preferred.
• Minimum of 5 years of experience in business consulting, business analysis or a related IT function
• Experience in the financial services industry, insurance, wealth management and/or annuity domains is strongly preferred
• Minimum of 3 years of hands-on business analysis experience with Salesforce, including at least 2 years supporting Salesforce Financial Services Cloud (FSC).
• Demonstrated experience with Salesforce FSC, data model and core objects and standard Salesforce configuration such as flows, validation rules, reporting and dashboards
• Salesforce certification is strongly preferred (e.g., Salesforce Certified Administrator, Salesforce Certified Business Analyst, and/or Financial Services Cloud Accredited Professional)
• Experience integrating Salesforce with other enterprise systems, familiarity with data migration, APIs, and integration concepts
• Proven experience translating business terminology into technical requirements.
• Experience with life and annuity policy administration system(s) is a plus
• Ability to navigate various applications, understand system boundaries, and contribute to scalable, modular solutions
• Proven ability to influence stakeholders and support strategic decision-making.
• Expe