Senior Associate Website and Salesforce Support

New York Life Insurance Company

Senior Associate Website and Salesforce Support

Reposted 7 Hours Ago

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New York NY USA

Hybrid

81K-116K Annually

Senior level

Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics

The Role

The Senior Associate will manage website and Salesforce operations implement changes improve processes and ensure optimal user experiences while collaborating with stakeholders.

Summary Generated by Built In

Location Designation: Hybrid - 3 days per week
Role Overview
The Third-Party Change Management and Optimization team oversees product and regulatory changes that impact the entire Third-Party service organization. This role operates at the center of business technology and service ensuring changes are delivered efficiently accurately and with measurable value. The team strives to modernize the business improve processes create capacity to focus on high value-added work promote continuous improvement reduce expenses and allow the business to enhance the team as well as the customer/advisor experience. The Senior Associate will ensure the smooth and continuous operation of our website and Salesforce by performing regular updates troubleshooting issues and ensuring optimal user experience on platforms. The Senior Associate plays a key role in driving initiatives. This includes managing a structured backlog partnering with cross functional stakeholders and delivering iterative enhancements that improve user experience and increase operational efficiency. The Senior Associate will also own relevant metrics that measure success and report back to management on the results.
What You'll Do

Support and coordinate the implementation customization optimization and testing of multiple platforms for products regulatory changes and enhancements that relate to the Third-Party Distribution service organization.
Manage and maintain a centralized intake and prioritization framework (backlog) for all changes using Agile principles.
Ensure changes are delivered iteratively with clear acceptance criteria testing and stakeholder validation.
Monitor and optimize team performances identify areas for improvement and implement enhancements to streamline processes and increase efficiency.
Identify opportunities to leverage Agentforce (e.g. automation guided workflows AI-driven insights case management enhancements) to improve service efficiency and user experience.

Maintain thorough documentation of enhancements as well as generating reports and analytics to track usage of platforms.
Partner closely with service and technology to deliver scalable user-focused solutions.
Analyze processes and platform usage to identify inefficiencies and implement improvements that increase capacity and reduce manual effort.
Communicate with and respond to inquiries from internal and external customers regarding product and regulatory changes that impact Salesforce and website.
Represent the team in meetings with other NYL Departments as required.
Keep up to date on best practices industry trends and new enhancements to drive efficiencies on platforms.
Work closely with the development and design teams to implement new features and updates as defined and executed for the website as well as Salesforce.

What You'll Bring

6+ years of annuity related experience is required.
Bachelor's Degree required.
Ability to work as a team member.
Knowledge of annuity products procedures processes and distribution is required.
Familiarity with Agentforce capabilities (e.g. automation AI driven support workflow optimization) and how they apply to servicing models.
Must possess excellent organizational and time management skills.
Initiative-taking individual who is skilled at troubleshooting and problem solving.
Strong written and verbal communication skills
Excellent analytical skills with attention to detail are required.
Proven ability to multi-task and quickly assess and adjust priorities.
Proactive mindset and strong work ethic
Understanding of Third-Party distribution channel
Proficiency with NYL systems such as rPay DMS AWF and Salesforce
Proficient in MS Word Excel and PowerPoint

Pay Transparency
Salary Range: $81000-$115500
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience skills qualifications and job location. Additionally employees are eligible for an annual discretionary bonus. In addition to base salary employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Company Overview
At New York Life our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology- data- and AI-enabled organization we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking collaborative problem-solving and purpose-driven innovation. Here you'll find the rare balance of long-standing stability and forward momentum supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company we offer a place to grow your skills contribute to meaningful work and deliver solutions that matter. Your ideas drive what's next and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce including leave programs adoption assistance and student loan repayment programs. Based on feedback from our employees we continue to refine and add benefits to our offering so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
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 volunteerism supported by the Foundation. We're proud that due to our mutuality we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life please visit the Careers page of www.NewYorkLife.com.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 93665
#BI-Hybrid

Skills Required

6+ years of annuity related experience
Bachelor's Degree
Knowledge of annuity products procedures processes and distribution
Familiarity with Agentforce capabilities
Excellent organizational and time management skills
Strong written and verbal communication skills
Excellent analytical skills with attention to detail
Proficient in salesforce and NYL systems such as rPay DMS AWF
Proficient in MS Word Excel and PowerPoint

What the Team is Saying

New York Life Insurance Company Compensation & Benefits Highlights

Retirement Support—The package includes both a 401(k) with company match and for many roles a defined‑benefit pension with day‑one vesting on the match highlighted for corporate employees. Financial professionals who qualify may also access a defined‑benefit plan and a 401(k).
Parental & Family Support—Fertility support adoption assistance backup childcare and free 24/7 online tutoring complement expanded Paid New Parent benefits that provide time off for all parents with additional paid weeks typically available for birthing parents via short‑term disability. EAP resources and paid time off (including bereavement and volunteer time) further reinforce family support.
Healthcare Strength—Medical dental and vision plans are augmented by a company‑funded HRA option with wellness earn‑ups and FSAs for health and dependent care. Wellness resources and commuter benefits add practical support to everyday wellbeing.

Learn more about New York Life Insurance Company's Compensation & Benefits →

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The Company

HQ: New York NY

12000 Employees

Year Founded: 1845

What We Do

At New York Life our 180-year legacy of integrity mutuality and financial strength fuels a future defined by bold transformation. As the largest mutual life insurance company in the U.S. we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view investing in people purpose and innovation that endures. Guided by a clear enterprise vision to become a technology- data- and AI-powered company we’re modernizing our platforms rearchitecting experiences and embedding intelligence across our products and services. Our mission has always been about helping people through life’s most meaningful moments. Today technology is amplifying that mission—enabling us to serve clients advisors and communities in more personalized proactive ways. With a diversified business portfolio spanning insurance investments retirement group benefits and direct-to-consumer offerings New York Life delivers the stability of a Fortune 100 company with the agility of one that’s continuously evolving. We’re powered by a values-led culture inclusive teams and a shared belief that when our people thrive so does our company. Here tradition fuels momentum—and your ideas energy and growth power what’s next.

Why Work With Us

New York Life is transforming from the inside out—blending 180 years of trust with the velocity of innovation. What makes us different is our culture: grounded in integrity humanity and shared success—values that show up in how we work lead and grow. If you want a place where innovation has purpose—build what's next with us.