- Business Analyst


Date: Jan 23, 2019

Location: New York, NY, US

Company: New York Life Insurance Co


A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of – Sales & Service Cloud Business Analyst /System Administrator


This role will be for an SME of, specifically Sales & Service Clouds for our Retail Annuities Operations Service Center.  This position will require skills in business & systems analysis, solicitation and documentation of business requirements, solution recommendations and scoping of the level of effort for the solution.  It will also include leading the effort to configure, test, and implement those solutions based on best practices, including the development of training materials. In this role, you will work closely with business users to understand their needs and ensure their comfort, adoption and satisfaction of the solutions, as well as working closely with our technology partners .


Essential duties and responsibilities include but are not limited to:

  • Gather, document, and analyze business requirements to build and implement customized solutions that support the firms’ business processes
  • Proactively identify areas of improvement and functional gaps in existing systems and setup
  • Perform daily administration and support of including user set up, assigning profiles, roles, permission sets etc.
  • Implement enhancements to; keep current on new features of to create recommendations for best practices and utilization of the CRM system
  • Create and customize reports and dashboards
  • Manage complex workflow rules, validations and triggers
  • Create and manage custom objects, formula fields, validation rules, workflow rules, reports and dashboard
  • Communicate/Collaborate with developers on implementing solutions that include Apex Classes, Triggers, Visualforce Pages with custom controllers, SOAP/REST APIs
  • Prepare training plans, materials and documentation for end users customers, keep materials up-to-date, and coordinate ongoing training sessions


Skills and Education:

  • Minimum 3 years’ experience with administration/development, specifically with Service Cloud
  • Administrator Certification (201) required
  • Bachelor’s Degree required
  • Strong network in the community
  • Excellent analytical skills with attention to detail are required
  • Superb project management skills. Proven ability to manage multiple projects concurrently, multi-task and quickly assess and adjust priorities, meeting deadlines and exceeding end user expectations
  • Ability to succeed in a very dynamic, fast-paced highly goal-oriented environment
  • Must have a high sense of urgency, strong sense of customer focus and the ability to work autonomously with little direction
  • Requires excellent communication skills both written and verbal
  • Passionate about technology and leveraging technology to solve complex problems
  • Demonstrated expertise and experience with relational database applications
  • Knowledge of Annuity Products, Service & Sales Operations, and CTI are a plus





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