Senior Salesforce Solution Analyst

Summary

Join GoodLeap as a Techno-Functional Business Analyst to design and prototype CRM solutions enhancing customer and partner experiences. You will collaborate with stakeholders across various solution areas (Consumer, Mortgage, Servicing, Payment, and Business Solutions) to ensure Salesforce enables seamless experiences, efficient workflows, and scalable growth. This role requires expertise in Salesforce architecture, low-code development, data analysis (SOQL/SOSL), and process optimization. You will document business processes, identify process improvements, drive Salesforce adoption, and troubleshoot issues. The ideal candidate possesses 8+ years of experience in a similar role, strong Salesforce certifications, and a deep understanding of Financial Services Cloud, Service Cloud, and Sales Cloud. GoodLeap offers a competitive salary and bonus potential.

Requirements

• 8+ years of experience as a Solution Architect or Salesforce Analyst, focusing on both customer and partner solutions
• Proven experience building solutions on Financial Services Cloud, Service Cloud, and Sales Cloud
• Strong understanding of software development practices and the software development lifecycle (SDLC)
• Strong understanding of Salesforce architecture, declarative tools, and data model
• Can expertly prototype solutions using low-code capabilities like Flows, Security model, and AI tools
• Mastery in analysis of Salesforce data (SOQL/SOSL)
• Strong track record driving results for 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 strong 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

• $140,000 - $164,000 a year
• Bonus