Sr Salesforce Financial Services Cloud Administrator (Remote)

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

Overview

The Senior Salesforce Financial Services Cloud (FSC) Administrator reports to the IT Director and is responsible for administering and enhancing FSC for Insurance Broker to support client, policy, claims, servicing, and relationship management within an Insurance Broker Management ecosystem. This role is expected to embed AI-driven administration and delivery patterns into daily work, using tools like Copilot and Einstein to improve user experience, delivery velocity, and decision-making.

This role can be fully remote/virtual/work from home and you can be based anywhere in the US.


How you'll make an impact

  • Lead the technical implementation, Administer and Configure, Salesforce solutions within Financial Services Cloud for Insurance Brokers.
  • Develop and maintain custom code (Apex, Lightning Web Components), integrations, and automation (Flows, Process Builder).
  • Maintain client, policy, and broker relationship models.
  • Translate user stories and acceptance criteria into clean, testable, bulkified code that meets a 90%+ Apex test coverage bar (with meaningful assertions, not just coverage).
  • Collaborate with enterprise architecture to ensure alignment with corporate standards and long-term technology strategy.
  • Configure automation using Flows and declarative tools, enhanced through AI-assisted configuration and optimization techniques.
  • Leverage AI-enabled platform capabilities (Einstein, Agentforce, SF Vibes, prompt-driven automation) to:
    • Improve user experience and platform adoption
    • Deliver intelligent insights on client and policy data
    • Accelerate configuration, troubleshooting, and enhancements
  • Configure and support Salesforce Industries / OmniStudio components.
  • Support Experience Cloud portals for brokers and customers.
  • Partner with architects and developers to determine optimal AI-assisted vs configuration vs custom solutions.
  • Integrate Salesforce with external systems via REST/SOAP callouts, Platform Events, Change Data Capture, Named Credentials, and External Services.
  • Participate in DevOps processes, incorporating AI-assisted release and deployment practices.
  • Troubleshoot issues using logs, analytics, and AI-supported diagnostics.
  • Ensure compliance with data governance and security standards.

About You

  • Minimum of 6 years of Salesforce administration experience.
  • Hands-on experience with Financial Services Cloud (FSC).
  • Experience with Digital Insurance, FSC for Insurance Brokers, and Salesforce Industries.
  • Experience in installing and managing AppExchange products.
  • Demonstrated adoption of AI-driven delivery practices (Copilot, SF Vibes, prompt engineering).
  • Proficiency in Apex, Lightning Web Components (LWC), SOQL/SOSL, Flows, and OmniStudio (OmniScripts, FlexCards, Integration Procedures, Data Mappers).
  • Proven experience enforcing engineering standards: Trigger Actions Framework, WITH SECURITY_ENFORCED / User Mode DML, SLDS, accessibility, and proper error handling.
  • Strong SOQL/SOSL skills, including relationship queries, selectivity, and large-data-volume considerations.
  • Solid grasp of Salesforce security model: profiles, permission sets / permission set groups, sharing rules, OWD, FLS, CRUD, and User Mode DML.
  • Proven ability to use AI to improve efficiency, accuracy, and end-user outcomes.
  • Strong Salesforce configuration and security expertise.
  • Strong stakeholder communication skills.
  • Demonstrated experience with CI/CD for Salesforce (validation-only deploys, scratch orgs or sandboxes, automated tests in pipeline).
Required Salesforce certifications:
  • Certified Platform Developer 2
  • Certified System Administrator
  • Certified Financial Services Cloud
Strongly Preferred:
  • OmniStudio / Industries Common Core experience (OmniScript, FlexCard, Integration Procedures, Data Mappers).
  • Salesforce certifications: Sales Cloud, Service Cloud, JavaScript Developer I, and/or Application/System Architect.
  • Experience with AI capabilities in Salesforce (Einstein, Agentforce, Data Cloud, Prompt Builder)
  • Experience Cloud exposure.
  • Experience in insurance / financial services / healthcare / regulated industry with awareness of compliance requirements (SOC 2, HIPAA, PII).

#LI-DK3
#LI-Remote


Compensation and benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

  • Competitive compensation
  • Comprehensive benefits programs designed to support your well-being
  • Career development opportunities and ongoing learning
  • A collaborative, people-first culture with accessible leadership
  • The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)

Qualifications:
  • Minimum of 6 years of Salesforce administration experience.
  • Hands-on experience with Financial Services Cloud (FSC).
  • Experience with Digital Insurance, FSC for Insurance Brokers, and Salesforce Industries.
  • Experience in installing and managing AppExchange products.
  • Demonstrated adoption of AI-driven delivery practices (Copilot, SF Vibes, prompt engineering).
  • Proficiency in Apex, Lightning Web Components (LWC), SOQL/SOSL, Flows, and OmniStudio (OmniScripts, FlexCards, Integration Procedures, Data Mappers).
  • Proven experience enforcing engineering standards: Trigger Actions Framework, WITH SECURITY_ENFORCED / User Mode DML, SLDS, accessibility, and proper error handling.
  • Strong SOQL/SOSL skills, including relationship queries, selectivity, and large-data-volume considerations.
  • Solid grasp of Salesforce security model: profiles, permission sets / permission set groups, sharing rules, OWD, FLS, CRUD, and User Mode DML.
  • Proven ability to use AI to improve efficiency, accuracy, and end-user outcomes.
  • Strong Salesforce configuration and security expertise.
  • Strong stakeholder communication skills.
  • Demonstrated experience with CI/CD for Salesforce (validation-only deploys, scratch orgs or sandboxes, automated tests in pipeline).
Required Salesforce certifications:
  • Certified Platform Developer 2
  • Certified System Administrator
  • Certified Financial Services Cloud
Strongly Preferred:
  • OmniStudio / Industries Common Core experience (OmniScript, FlexCard, Integration Procedures, Data Mappers).
  • Salesforce certifications: Sales Cloud, Service Cloud, JavaScript Developer I, and/or Application/System Architect.
  • Experience with AI capabilities in Salesforce (Einstein, Agentforce, Data Cloud, Prompt Builder)
  • Experience Cloud exposure.
  • Experience in insurance / financial services / healthcare / regulated industry with awareness of compliance requirements (SOC 2, HIPAA, PII).

#LI-DK3
#LI-Remote

Education:UNAVAILABLEEmployment Type: FULL_TIME
Back to blog

Other Jobs To Apply

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...