Salesforce Solution Analyst
Share
Job Location:
Dallas, IA - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
About GoodLeap:
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 GoodLeaps 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.
Position Summary
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 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.
This is a hybrid role reporting one day a week into the nearest tech hub.
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 low-code capabilities to better support GoodLeaps customers lending partners and contractor installers.
- Drive adoption of Salesforce capabilities that empower GoodLeaps customers and partners with streamlined self-service experiences.
- Use Salesforces 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 GoodLeaps 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 GoodLeaps CRM capabilities.
Required Skills Knowledge and Abilities:
- 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.
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
$110000 - $140000 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!
We are committed to protecting your privacy. To learn more about how we collect use and safeguard your personal information during the application process please review ourEmployment Privacy PolicyandRecruiting Policy on AI.
We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.
Required Experience:
IC
Key Skills
- Sales Experience
- ADAS
- Customer Service
- AI
- Computer Skills
- Retail Sales
- Product Demos
- Automotive Diagnostics
- Automotive Repair
- Business requirements
- Cash Handling
- Enterprise Sales
About Company
We are a sustainable home solutions marketplace. Providing simple, fast, and frictionless point-of-sale technology for countless mission-driven professionals serving millions of people who want to upgrade their homes and save money.
