Product Analyst, CRM Configuration Administrator

Job ID: 18746

Location: KINGWOOD Texas 77339

Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide.

Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen.

We have received recognition numerous times as a top place to work, most recently ranking on U.S. News & World Report’s “Best Companies to Work for 2024” list, and Glassdoor’s “Best Places to Work in the U.S. 2023” list. There is no better time to be a part of Insperity, and our best work is yet to come. Learn more at

Why Insperity? 

Flexibility: Over 80% of Insperity’s jobs have flexibility. We want your time to have balance, whether it’s spent with coworkers, clients, family or your community. 

Career Growth: Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training. 

Well-Being: Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more. We take care of our people so that you can do your best work.

Product Analyst, CRM Configuration Administrator  

We are currently seeking a Product Analyst, CRM Configuration Administrator  to join our team. This position is responsible for providing stewardship of the Insperity Salesforce CRM platform and ecosystem for the assigned user communities. This role is also responsible for the administration, configuration, analysis, maintenance, and Salesforce platform expertise.  Participates in the research, administration, configuration, and testing of product updates and new features. Works with the Product Owners and development teams on feature and enhancement projects, support, platform upgrades, and helps in the facilitation of all phases of software configuration, development, and release cycle.      


  • Ensures all declarative aspects of Salesforce application, including AppExchange products, are completed.
  • Collaborates with constituent departments to fulfill business requirements via configuration, development, support, customization, application extensions, and integration.
  • Assists in scope definition and estimation of work effort.
  • Adheres to defined processes, helps adopt new industry standards, and creates technical documentation as required.
  • Administers various components within Salesforce that empowers users to plan and execute on their strategy. 
  • Works with engineers, analysts, product management, and business leaders as it relates to the intent and quality of software delivery. Also works closely with other staff, such as project managers, product analysts, graphic artists, designers, engineers, architects, and support professionals.
  • Participates in the design, development, test, and launch phases of software configuration and release cycle.  
  • Ensures customer and quality requirements are satisfied in the product build and delivery.
  • Evaluates and reports on current product line performance and usage.
  • Creates operational and utilization reports and dashboards.
  • Confers with other business unit owners on project-related application issues. Analyzes issues to determine if new CRM requirements need to be considered or relays the issue to the Product Managers for resolution.
  • Assists when needed administering various components within Salesforce that empower users to plan and execute on their strategy, track, optimize and report on interactions.


  • Bachelor’s Degree in Business, Marketing, MIS, or Computer Science is required. 
  • Three to five years in Salesforce lighting platform administration and configuration is required. 
  • One to two years in administration or analysis of Web Analytics tools such as Pendo, Google Analytics, WalkMe, or Adobe Analytics experience is preferred.
  • Two to three years of demonstrated hands-on experience with Lightning platform administration and configuration to meet the specific needs of the user base or business unit is preferred.
  • Experience developing customer-facing user interfaces.
  • Designing and configuring security/sharing rules, permission sets, field-level security, record-level security, and roles and profiles.
  • Experience developing workflows utilizing Flows and Process Builder.
  • Understanding of software architectures, specifically Salesforce, and what technology capabilities are available across multiple delivery platforms, including mobile, web, and cloud.
  • Sound knowledge of system design, administration, configuration, and effective testing methods.
  • Understanding of Data migration tools including data loader, workbench, and 3rd party tools.
  • Builds Reports and Dashboards.
  • Knowledge of Deployment processes and Salesforce environment strategy.
  • Experience with Salesforce DX, GitHub to encourage team development is preferred.
  • Experience with Agile/SCRUM methodologies and Agile modeling is preferred.
  • Strong verbal and written communication skills, with an ability to express technical concepts in business terms.
  • Exhibits a sense of urgency when dealing with break fix issues that directly impact end user utilization.
  • Ability to manage problem-solving activity in an efficient and effective manner utilizing strong evaluation, originality, and salesforce skills.
  • A desire to work in a collaborative and team-based support environment to support changing business needs.
  • A positive team player with a sense of urgency directed toward the provision of successful solutions for specific projects.

Insperity provides a reasonable range of minimum compensation. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location. The range of starting pay for this role is $64,500- $98,500.

At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

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