Salesforce Solution Analyst

GoodLeap • San Francisco, CA

80d • $110,000 - $140,000 • Hybrid

About The Position

This role requires a techno-functional business analyst who understands the complexities of our business processes and can collaborate with stakeholders to design and prototype CRM solutions that enhance both customer and partner experiences. You will work across one or many solution areas-including Consumer Solutions, Mortgage Solutions, Servicing Solutions, Payment Solutions, and Business Solutions-to ensure Salesforce enables frictionless experiences, efficient workflows, and scalable growth for GoodLeap's expanding ecosystem.

Requirements

• 5+ years of experience as a Solution Architect or Salesforce Analyst, focusing on both customer and partner solutions.
• Hands-on experience with 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.

Nice To Haves

• 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

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.

Benefits

• $110,000 - $140,000 a year
• In addition to the above compensation, this role may be eligible for a bonus.

What This Job Offers

• Industry: Credit Intermediation and Related Activities
• Number of Employees: 501-1,000 employees