Job Description: Salesforce Analyst

Employment Type: Full Time

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 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.

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 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.

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 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.

Required Skills, Knowledge and Abilities:

• Experience: 5+ years of experience as a Solution Architect or Salesforce Analyst, focusing on both customer and partner solutions.
• Salesforce Expertise: Hands-on experience with Service Cloud and Sales Cloud. Strong understanding of Salesforce architecture, declarative tools, and data model.
• Prototyping: Ability to prototype solutions using low-code capabilities like Flows, Security model, and AI tools.
• Data Analysis: Proficiency in querying Salesforce data (SOQL/SOSL) for analysis and troubleshooting.
• Process Improvement: Experience supporting business teams with process optimization, automation, and reporting.
• Technical Skills: Basic understanding of software development practices and the software development lifecycle (SDLC). A basic understanding of API and systems integrations.
• Soft Skills: Strong analytical, problem-solving, and communication skills.
• Certifications: Salesforce certifications required for low-code and app-building solutions (e.g., Salesforce Administrator, Platform App Builder); AI-related certifications preferred.

Preferred Qualifications:

• Experience with Experience Cloud and MuleSoft.