Salesforce Solution Analyst

San Mateo, California, United States

Apply with AI Apply

Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Biotechnology, Financial Services, Renewable EnergyIndustries

Requirements

Candidates should have 5+ years of experience as a Solution Architect or Salesforce Analyst, with a focus on customer and partner solutions, and hands-on experience with Service Cloud and Sales Cloud. A basic understanding of software development practices and the SDLC, along with strong knowledge of Salesforce architecture, declarative tools, and data models, is required. Proficiency in querying Salesforce data using SOQL/SOSL for analysis and troubleshooting, experience supporting business teams with process optimization, automation, and reporting, and strong analytical, problem-solving, and communication skills are essential. Salesforce certifications for low-code and app-building solutions, such as Salesforce Administrator or Platform App Builder, are required, with AI-related certifications being preferred. A basic understanding of APIs and systems integrations is also necessary.

Responsibilities

The Salesforce Solution Analyst will document business processes, workflows, and solution designs to improve efficiency and enhance customer and partner interactions. They will identify and recommend process improvements using Salesforce's low-code capabilities to better support customers, lending partners, and contractor installers, and drive the adoption of Salesforce capabilities for streamlined, self-service experiences. The role involves prototyping solutions using low-code tools like Flows, Validation Rules, and AI tools to enhance customer and partner experiences, ensuring solutions are scalable, secure, and aligned with the company's mission. Responsibilities also include writing SOQL/SOSL queries for data investigation and hypothesis testing, advocating for best practices in CRM data hygiene, automation, reporting, and engagement, and troubleshooting Salesforce issues impacting customer and partner interactions. This includes collaborating with developers and admins to resolve complex issues and staying current with Salesforce platform updates, AI advancements, and industry trends.

Skills

Salesforce

CRM

Business Analysis

Process Improvement

Low-code development

Workflow documentation

Stakeholder collaboration

Prototyping

Goodleap

Marketplace for sustainable home upgrades and financing

About Goodleap

GoodLeap provides a marketplace for sustainable home solutions, connecting homeowners with professionals who specialize in eco-friendly home improvements. Their platform simplifies the purchasing process by offering a single point of sale technology that allows users to explore various upgrade options and choose flexible payment plans that suit their budgets. Unlike many competitors, GoodLeap focuses specifically on sustainability and partners with over 18,000 professionals nationwide, ensuring a wide range of services and expertise. The company's goal is to help homeowners make environmentally conscious upgrades while saving money, and they also contribute to sustainable energy projects through their partnership with GivePower, donating a portion of their revenue with each transaction.

Roseville, CaliforniaHeadquarters

2003Year Founded

$778.2MTotal Funding

DEBTCompany Stage

Energy, Fintech, Social Impact, Consumer GoodsIndustries

1,001-5,000Employees

Benefits

Flexible Work Hours

Risks

Emerging fintech companies offering similar solutions could erode GoodLeap's market share.

Rising interest rates may reduce the affordability of GoodLeap's financing options.

Direct-to-consumer solar panel sales could threaten GoodLeap's traditional financing model.

Differentiation

GoodLeap offers a seamless point-of-sale platform for sustainable home upgrades.

The company partners with over 18,000 professionals nationwide for home improvement solutions.

GoodLeap supports GivePower, donating to sustainable energy projects with every transaction.

Upsides

GoodLeap closed a $470 million securitization backed by sustainable home improvement loans in 2023.

The company raised $800 million to expand in a $430-billion-per-year market.

Increased consumer interest in energy-efficient upgrades boosts demand for GoodLeap's financing options.

Land your dream remote job 3x faster with AI

Try Jobo Free