Who we are at Embroker

Embroker is the digital insurance company committed to transforming business insurance. With a radically simple approach, Embroker is replacing the 1970’s technology of the insurance industry, with a first-ever end-to-end digital insurance platform that provides better coverage and reduced cost; all in minutes, not hours. Founded in 2015 and headquartered in San Francisco, Embroker has raised over $150M of funding from leading fintech investors.

Radically Simple > Needlessly Complex.

The value of this position:

The Embroker Business Operations team is looking for a Salesforce Solution Architect to assist us as we design and build a single technology platform with end-to-end business process management on the Salesforce.com platform, customized to suit Embroker’s needs as an insurtech distribution platform & MGA with direct (Embroker's brokers) and channel (partner brokers) distribution. Our technology is a key enabler of growth and productivity.

What you will own in this role:

• Standardize and automate Embroker’s direct and partner sales processes to increase velocity, customer satisfaction and net retention.
• Optimize Embroker’s Salesforce policy management architecture to increase productivity of our service team and improve the quality of customer touchpoints.
• Develop Embroker’s quote-to-cash to processes to support scale and forecasting.
• Design and implement a streamlined proposal process that supports multiple direct and partner quotes, including workflows and data structure needed to build proposals and benchmarking.
• Build and refine a forecasting tool to support business decision making.

What experience we think is the right fit:

• 5+ years of Salesforce solution design and administration
• Extensive knowledge of the administration of Salesforce Sales and Service Clouds including general object/page/field configuration, Lightning Flow, workflow rules, validation rules, Process Builder, reports/dashboards and security controls, and the appropriate application of each to various business problems
• Ability to assess and reduce complexity in existing processes and generate new and innovative approaches to problems
• Passion for working cross-functionally to understand key challenges and gather input before solutioning, identifying gaps between current and future state, writing user stories and building comprehensive solution designs
• Strong experience managing third-party AppExchange integrations and replacing existing apps with competitive alternatives
• Proven experience with various change management methodologies, including change sets, source control, and metadata deployment tools (eg Gearset)
• Experience with ETL/iPaaS tools (eg Boomi) a plus

Our Pack at Embroker lives our values

• Pack First
  We succeed and fail as one team. We always optimize for what is best for our entire organization. We communicate honestly and openly, treat each other with mutual respect, and assume positive intent in interactions. 

• Create Magic
  We deliver delightful experiences at every customer touchpoint and dedicate ourselves to make each one exceptional. We build transformational world-class products by applying our full creativity to find solutions to even the hardest problems. 

• Be All-In
  We make focused commitments. We are accountable to ourselves and each other to deliver on time. We move fast and attack challenges with relentless positivity. We build things that make us proud.

We believe that systemic structures and practices disproportionately disadvantage the most marginalized people in society — including people of color, people from working-class backgrounds, women, and LGBTQ people. We believe that these communities must be represented and included in the work we do, to make our Pack stronger, more creative, and improve the way we do business. We strongly encourage applications from people with these identities or who are members of other marginalized communities.