Salesforce Lead

Posted 4 Days Ago
Hiring Remotely in USA
Remote
Mid level
Insurance
The Role
The Salesforce Lead will manage and streamline operational processes in Novidea, a core back office system built on Salesforce. Responsibilities include overseeing projects, developing automations using Apex, Flows, and Orchestrations, collaborating with operations teams, and ensuring error-free customizations.
Summary Generated by Built In

Pathpoint is building the modern distribution infrastructure for the $120B E&S insurance market. Today, more than 20% of commercial insurance business is placed into the E&S market, yet agents, brokers, and carriers rely on analog, inefficient, and imprecise systems, paperwork, and tools in order to transact. Pathpoint is the only wholesale distribution platform that use technology to connect carriers and agents around the country, streamlining and automating submissions, underwriting, binding, compliance, payments, and service more through technology and and people. All brought to you by a team committed to raising the bar in E&S insurance.(Learn more)


We are looking for a skilled Salesforce Lead to join our team and manage streamlining and automating operational processes in Novidea, our core back office operating system which is built on Salesforce.


The ideal candidate will have experience working with the Salesforce platform including both APEX code and Salesforce’s native low-code/no-code functionality. Expect to work with integrating third-party applications and dealing with third-party managed packages and maintaining them. These include AgentSync and Ascend, among others, for us.


You’ll work closely with software engineers that build and maintain code that integrates with Novidea to power functionality on our agent facing distribution and underwriting platform.

What we look for:

  • Minimum 4 years in Salesforce development, configuration, and automation.
  • Experience designing and implementing workflow automation in Salesforce.
  • Experience building and maintaining automations in Apex, Flows, and Orchestrations.
  • Expertise with Salesforce reporting and data modeling.
  • Experience shipping features and code in Salesforce.
  • Ability to collaborate directly with Insurance operators to drive change and development.
  • Knowledge of the insurance industry is not required nor expected, but could be a nice to have.

What You'll Do:

  • Oversee Salesforce projects from conception to implementation, ensuring they are delivered on time and within scope.
  • Develop automations in our AMS/PAS platform built on Salesforce to improve underwriting and operations. You’ll use Apex, Flows, and Orchestrations.
  • Become an expert in our data models across our software systems and collaborate with other Pathpoint Software engineers on integrations into and out of our AMS/PAS platform Novidea which is built on Salesforce.
  • Collaborate with the operations and underwriting teams to administer Novidea functionality.
  • Ensure customizations and automations we make to Novidea and Salesforce are reliable and error free.

What We Offer:

  • Competitive compensation, equity, and healthcare packages
  • Remote-first working environment while investing in in-person collaboration
  • Monthly lunch stipend
  • Annual home office stipend
  • Monthly Internet stipend
  • Flexible time off
  • Paid parental leave
  • 401(k) available

Pathpoint's Values:

Hard Problems Drive Us: We believe the insurance industry hasn’t kept up with changing times and fixing that is a hard problem worth solving.

We Start with Why: Seek to understand what customers care about. Use data to challenge assumptions and figure out the problem.

We Take Ownership and Accountability: We think people are their happiest when they have high ownership and accountability over the problems confronting them and are empowered to move decisively to work on them.

We Work Together: Nothing happens without the individual efforts of our team members, but effective teamwork is how we build and maintain customer value.

We Move Forward: We value the ability to persist through adversity to achieve goals and believe speed plays an important role.

Pathpoint is an equal opportunity employer that values diversity, inclusion, and belonging. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.



Note: We are unable to provide visa sponsorship for this position at this time. By applying to this job, you confirm that you are eligible to work in the U.S. without requiring visa sponsorship now or in the future. Thank you for your understanding.

Top Skills

Salesforce
The Company
HQ: San Francisco, CA
36 Employees
On-site Workplace
Year Founded: 2017

What We Do

Placing small E&S risks shouldn’t be hard.

Pathpoint was built to make it faster and easier for retail agents to get great E&S coverage options. Quote and bind coverage for your small business clients online with one streamlined submission. Receive multiple bindable quotes for your clients in minutes, not days.

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