Salesforce Business Analyst

Fundingo

1d•$90,000 - $105,000

About The Position

Fundingo is seeking a Salesforce Business Analyst to own client requests and enhancements end-to-end, from requirements gathering through solution design, build, and training. The role works with clients at all stages and handles specific pieces of work within larger projects rather than full implementation cycles. The ideal candidate combines Salesforce administration skills with analytical and communication abilities to translate client needs into configured solutions without handing the build off to another person.

Requirements

Salesforce Administrator certification is required.
At least 2 years of Salesforce administration experience.
At least 1 year of experience working directly with end users or clients.
Demonstrated experience gathering business requirements and translating them into technical solutions.
Ability to understand the broader business process while focusing on the specific solution needed.
Strong problem-solving and troubleshooting skills.
Flexibility to adapt to changing priorities and challenges.
Excellent communication, follow-through, and interpersonal skills.
Comfort managing multiple projects in a fast-paced environment.

Nice To Haves

Experience Cloud build and configuration experience.
Background in the financial services or lending industry.

Responsibilities

Conduct client working sessions to gather and clarify requirements for requests, enhancements, or features.
Analyze client documentation, processes, and data to determine requirements and make recommendations.
Document requirements for internal reference and client sign-off.
Design and recommend solutions for business needs using the Fundingo product and Salesforce tools.
Build and configure custom objects, fields, formulas, validation rules, flows, reports, dashboards, security and permission settings, and Experience Cloud.
Coordinate with third-party applications such as Conga and DocuSign and with integration partners as needed.
Complete data imports and exports related to requests.
Recommend best practices and identify opportunities for clients to improve and grow their systems.
Train clients on new functionality or delivered changes, including walkthroughs of the Fundingo loan management application.
Create training plans and documentation scoped to each request.
Monitor adoption of delivered changes and recommend follow-up support as needed.
Communicate with clients throughout requests to obtain feedback and approval.
Answer client questions and troubleshoot issues.
Liaise between clients and internal technical teams when escalation is needed.
Manage multiple concurrent client requests and enhancements across different accounts.