Salesforce Solution Analyst

Summary

Join GoodLeap as a Techno-Functional Business Analyst to design and prototype CRM solutions using Salesforce. You will collaborate with stakeholders across various solution areas, improving customer and partner experiences. Responsibilities include documenting business processes, identifying process improvements, driving Salesforce adoption, prototyping solutions, ensuring scalability and security, writing SOQL/SOSL queries, advocating for best practices, troubleshooting issues, and staying updated on Salesforce advancements. This role requires 5+ years of experience as a Solution Architect or Salesforce Analyst with hands-on experience in Financial Services Cloud, Service Cloud, and Sales Cloud. Salesforce certifications are required, and a bachelor's degree is preferred. Compensation includes a salary of $110,000 - $140,000 a year, plus potential bonus eligibility.

Requirements

• 5+ years of experience as a Solution Architect or Salesforce Analyst, focusing on both customer and partner solutions
• Hands-on experience with Financial Services Cloud, Service Cloud, and Sales Cloud
• Basic understanding of software development practices and the software development lifecycle (SDLC)
• Strong understanding of Salesforce architecture, declarative tools, and data model
• Ability to prototype solutions using low-code capabilities like Flows, Security model, and AI tools
• Proficiency in querying Salesforce data (SOQL/SOSL) for analysis and troubleshooting
• Experience supporting business teams with process optimization, automation, and reporting
• Strong analytical, problem-solving, and communication skills
• Salesforce certifications required for low-code and app-building solutions (e.g., Salesforce Administrator, Platform App Builder); AI-related certifications preferred
• A basic understanding of API and systems integrations

Responsibilities

• Document business processes, workflows, and solution designs that improve efficiency and drive seamless customer and partner interactions
• Identify and recommend process improvements using Salesforce’s low-code capabilities to better support GoodLeap’s customers, lending partners, and contractor installers
• Drive adoption of Salesforce capabilities that empower GoodLeap’s customers and partners with streamlined, self-service experiences
• Use Salesforce’s low-code tools (e.g., Flows, Validation Rules, AI tools) to prototype solutions that enhance the experience for both customers and partners
• Ensure that prototypes and solutions are scalable, secure, and aligned with GoodLeap’s mission to provide seamless, customer-first financial services
• Write SOQL/SOSL queries to investigate system data and test hypotheses, improving data-driven decision-making
• Advocate for best practices in CRM data hygiene, automation, reporting, and partner/customer engagement
• Troubleshoot Salesforce issues that impact critical customer and partner interactions, ensuring fast and effective resolution
• Work with developers and admins to diagnose and resolve complex Salesforce issues
• Stay up to date with Salesforce platform updates, AI advancements, and industry trends to continuously enhance GoodLeap’s CRM capabilities

Preferred Qualifications

• Experience with Experience Cloud and MuleSoft, especially for partner portals and integrations
• Background in green energy, financial services, mortgage, or payment solutions
• Preferred experience with Salesforce Data Cloud and AgentForce
• Bachelor’s degree

Benefits

• $110,000 - $140,000 a year
• Bonus