drjobs Senior Salesforce Solution Analyst

Senior Salesforce Solution Analyst

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1 Vacancy
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Job Location drjobs

San Francisco, CA - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

About GoodLeap:
GoodLeap is a technology company delivering bestinclass financing and software products for sustainable solutions from solar panels and batteries to energyefficient 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 GoodLeaps proprietary AIpowered 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 $27 billion in financing for sustainable solutions since 2018.
GoodLeap is also proud to support our awardwinning nonprofit GivePower which is building and deploying lifesaving water and clean electricity systems changing the lives of more than 1.6 million people across Africa Asia and South America.

Position Summary
This role requires a technofunctional 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 areasincluding Consumer Solutions Mortgage Solutions Servicing Solutions Payment Solutions and Business Solutionsto ensure Salesforce enables frictionless experiences efficient workflows and scalable growth for GoodLeaps expanding ecosystem.

Essential Job Duties and Responsibilities:

    • Document business processes workflows and solution designs that improve efficiency and drive seamless customer and partner interactions.
    • Identify and recommend process improvements using Salesforces lowcode capabilities to better support GoodLeaps customers lending partners and contractor installers.
    • Drive adoption of Salesforce capabilities that empower GoodLeaps customers and partners with streamlined selfservice experiences.
    • Use Salesforces lowcode 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 GoodLeaps mission to provide seamless customerfirst financial services.
    • Write SOQL/SOSL queries to investigate system data and test hypotheses improving datadriven decisionmaking.
    • 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 GoodLeaps CRM capabilities.

Required Skills Knowledge and Abilities:

    • 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 lowcode 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 problemsolving and communication skills.
    • Salesforce certifications required for lowcode and appbuilding solutions (e.g. Salesforce Administrator Platform App Builder); AIrelated certifications preferred.
    • A strong understanding of API and systems integrations.

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.
    • Bachelors degree
$140000 $164000 a year
Inadditionto the above compensation this role may be eligible for a bonus.
Additional Information Regarding Job Duties and Job Descriptions:

Job duties include additional responsibilities as assigned by ones supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities reassign or transfer job position or assign additional job responsibilities subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment perform the essential functions of the job or enjoy the benefits and privileges of employment as required by the law.

If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career then we want to work with you! Apply today!

Required Experience:

Senior IC

Employment Type

Full-Time

Company Industry

About Company

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