The Baldwin Group (previously Baldwin Risk Partners) is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country.

At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible.

Must be local to Tampa, FL or Charlotte NC.

What we are looking for

The primary responsibility of this role is to function as a subject matter expert in the business process and translate that into requirements. A candidate who has the curiosity to understand the end-to-end business process, the various systems and processes that connect with each other to support the day in the life of a user and translate that into various types of requirements, will be successful in this role. This role owns the JIRA backlog for the agile team that develops features within the Salesforce platform and its integrated ecosystem.

Experience in UX tools, journey mapping and creating prototypes using tools like Figma or other will make you a preferred candidate.

Your demonstrated acumen in the Salesforce technologies, certifications in both Salesforce and Agile/Scrum will differentiate you as a candidate of choice for us. These credentials are strongly preferred.

Position Responsibilities

Product definition and UX design

• Learn and demonstrate robust understanding of business process and the day in the life of a user. Our users are in Sales, marketing, and service groups.
• Lead the product increment planning sessions and document user stories in collaboration with the business product owner.
• Write functional, non-functional, and technical requirements from a business requirement.
• Clearly document the acceptance criteria for all user stories.
• Create detailed visual process flows to demonstrate the end-to-end business process and how it relates to the various platforms and tools in the integrated architecture.

Product validation

• Perform product validation through the sprints and during the deployment windows.
• Assist the quality assurance engineers on the team to validate the user stories in the lower environments.
• Assist in ensuring business validations are complete in the User acceptance testing environment.
• Assist in certifying production releases in collaboration with the QA team to ensure the release met the intended requirements.

Agile maturity

• Ensure that the team has steady flow of work by creating a rich backlog.
• Deliver consistent sprint velocity by having detailed JIRA cards, fully refined and sized with the team.
• Track all dependent team’s requirements and ensure smooth sprints execution.
• Assist in co-ordinating the go-live activities including the execution of the deployment plans and checklists.
• Assist in creating the pre-planned communications about the product to all stakeholders.
• Assist in ensuring that the sprint goals are met each sprint.
• Assist in the scrum ceremonies and serve the team’s success.
• Assist in creating estimates for the user stories.
• Assist in creating test driven development information.
• Assist in building detailed project plans for the work that the agile teams will be performing.

Position Requirements

Formal Education & Certification

• College diploma or university degree.
• Certifications in Salesforce technologies are strongly preferred
• Certifications in Agile project management practices and/or product management

Knowledge & Experience

• 3-5 years of experience in the Salesforce platform ecosystem.
• 3-5 years of proven experience with product analysis, writing requirements, conducting business interviews
• 3-5 years of Insurance industry experience
• Experience using JIRA is required.
• Knowledge in Figma or any other UI/UX tools is strongly preferred.
• Strong working knowledge of Salesforce technologies.
• Excellent software troubleshooting experience.
• Excellent understanding of the organization’s goals and objectives.

Personal Attributes

• Hungry to learn, demonstrated continuous learning of relevant skills.
• Excellent written, oral, and interpersonal communication skills.
• Ability to conduct research and understand current state and define future state.
• Ability to communicate ideas in both technical and business languages.
• Highly organized and meticulous in details.
• Highly self-motivated and directed, with keen attention to detail.
• Proven analytical and creative problem-solving abilities.
• Able to prioritize and execute tasks in a high-pressure environment.
• Ability to work in a team-oriented, collaborative environment.

Work Conditions

• Hybrid work environment with some days in the office and some days remote.
• Travel required for product planning workshops
• This position is local to Tampa and will need work authorization

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