Senior Platforms Analyst - Technology at Pacific Life

London, England, United Kingdom

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, Financial Services, TechnologyIndustries

Requirements

Strong experience in CRM systems, ideally HubSpot (configuration, usage, and governance)
Background in business analysis, product ownership, or product management
Excellent stakeholder management and communication skills
Familiarity with SaaS platforms and release management
Experience working in cross-functional teams and multi-entity environments
Collaborative team player who communicates clearly and effectively
Data-driven and customer-focused in all decision-making
Adaptable and resilient in a fast-paced, evolving environment
Able to translate technical concepts for non-technical audiences
Detail-oriented, analytical, and capable of juggling multiple priorities

Responsibilities

Supporting the HubSpot CRM-Lite MVP delivery alongside PL Re’s implementation partner, including configuration, testing, and go-live
Acting as a super-user and internal HubSpot expert, providing hands-on support and simple configuration and customization
Assisting with delivery support and requirements gathering for Release 2 and beyond
Owning and managing the HubSpot product roadmap across PL Re and UnderwriteMe, ensuring alignment and readiness for future convergence (assumed to be H2 2027)
Owning the process for product backlog, including managing user queries and ideas
Leading the change control processes between PL Re and UnderwriteMe, and acting as the interface between business units across all geographies
Maintaining governance over system configuration, data standards, data quality, data security, and release coordination
Exploring and supporting adoption of HubSpot’s multi-account management feature post-MVP
Ensuring alignment with the Business Information Model (BIM) and data dictionary for future integrations
Keeping up to date with HubSpot’s new features and releases to understand potential opportunities and challenges
Delivering documented change control process and workflow
Delivering evolving and maintained product roadmap
Handling usage monitoring, license administration and management, data quality metrics tracking, and identifying and implementing improvements
Conducting annual product budget and resource planning
Providing configuration and usage documentation for internal teams

Skills

HubSpot

CRM

Platform Management

Configuration

Testing

Product Roadmap

Change Management

Data Quality

Data Security

Release Coordination

Requirements Gathering

Pacific Life

About Pacific Life

Newport Beach, CaliforniaHeadquarters

1868Year Founded

$189.4MTotal Funding

N/ACompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Paid Vacation

Paid Parental Leave

Adoption Assistance

401(k) Retirement Plan

401(k) Company Match

Risks

Increased competition in annuities market from companies like Prudential and MetLife.

Potential financial exposure from significant real estate investments.

Integration challenges with Selerix could affect customer satisfaction.

Differentiation

Pacific Life partners with T. Rowe Price for innovative Lifetime Income solutions.

Recognized as a top community-minded company, enhancing brand reputation and trust.

Real-time integration with Selerix improves benefits administration accuracy and efficiency.

Upsides

Lifetime Income solution attracts clients seeking secure retirement options.

Enhanced annuity products offer flexibility and growth, increasing product attractiveness.

Strong real estate financing position opens more sector opportunities.

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