Business Analyst, Process Engineer

GoodLeapSan Mateo, CA
34d$121,000 - $141,000

About The Position

GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The Business Analyst - Process Automation plays a key role in improving operational efficiency through automation and process optimization. This role bridges business strategy and technology by analyzing workflows, identifying automation opportunities, and implementing scalable solutions using low-code/no-code tools. The ideal candidate is detail-oriented, analytically minded, and adept at engaging with business leaders to translate process challenges into automation requirements. This role requires strong business acumen, cross-functional communication, and proficiency in process automation platforms such as Zapier, Power Automate, UiPath, or Workato.

Requirements

  • 3-5 years of experience in business analysis, process improvement, or operational excellence.
  • Hands-on experience with one or more process automation platforms such as Power Automate, UiPath StudioX, Workato, or Zapier.
  • Certifications in relevant platforms (e.g., Zapier Expert).
  • Strong understanding of business process modeling, workflow design, and change management principles.
  • Ability to analyze complex processes, identify inefficiencies, and develop data-driven recommendations.
  • Experience gathering and documenting requirements from multiple business stakeholders.
  • Excellent communication, facilitation, and stakeholder management skills.
  • Strong problem-solving, analytical, and critical-thinking abilities.
  • Proficiency with Microsoft Office Suite, Jira, and Lucid Chart (or equivalent tools).

Nice To Haves

  • Lean Six Sigma Green Belt or Black Belt certification (preferred).
  • Familiarity with CRM, ERP, or ticketing systems such as Salesforce or ServiceNow.
  • Experience working in financial services, fintech, or operations-heavy environments.

Responsibilities

  • Partner with business leaders to analyze, document, and improve business processes through automation initiatives.
  • Identify and prioritize automation opportunities by assessing ROI, complexity, and alignment with business goals.
  • Design, test, and deploy automated workflows using tools such as Power Automate, Workato, or UiPath StudioX.
  • Create and maintain detailed process documentation, SOPs, and automation governance guidelines.
  • Collaborate with IT and Engineering to ensure automations meet security, compliance, and integration standards.
  • Monitor, measure, and report on automation performance, adoption, and process improvements.
  • Train and support end users and business teams on automation best practices and process improvement tools.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Industry

Credit Intermediation and Related Activities

Education Level

No Education Listed

Number of Employees

501-1,000 employees

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