Fundingo is seeking a Salesforce Business Analyst to own client requests and enhancements end-to-end — from requirements gathering through solution design, build, and training. This role works with clients at all stages, handling specific pieces of work within a larger project rather than full implementation cycles. The ideal candidate combines Salesforce admin skills with strong analytical and communication abilities, translating client needs into configured solutions without requiring a hand-off to a separate builder.
RESPONSIBILITIES
Discovery & Analysis
- Conduct working sessions with clients to gather and clarify requirements for a specific request, enhancement, or feature
- Analyze client documentation, processes, and data to determine requirements and make recommendations
- Document client requirements clearly for both internal reference and client sign-off
Solution Design & Build
- Design and recommend solutions to address the specific business need or enhancement requested, solving business problems through the Fundingo product and Salesforce tools
- Build and configure custom objects, fields, formulas, validation rules, flows, reports, dashboards, security/permission settings, and Experience Cloud
- Coordinate with third-party apps (Conga, DocuSign, etc.) and integration partners as needed
- Complete data imports/exports related to the specific request
- Recommend best practices and proactively identify ways for clients to grow and improve their systems
Training & Adoption
- Train clients on new functionality or changes delivered, including walkthroughs of the Fundingo loan management application
- Create training plans and documentation scoped to the request
- Monitor user adoption of the delivered change and recommend follow-up support as needed
Client Management
- Communicate with clients throughout the request to obtain feedback and approval
- Support client questions and troubleshoot issues as they arise
- Act as liaison between clients and internal technical teams when escalation is needed
- Manage multiple concurrent client requests and enhancements across different accounts
REQUIREMENTS
- Salesforce Administrator certification required
- 2+ years of Salesforce administration experience
- 1+ years working directly with end users/clients
- Experience Cloud build/configuration experience is a plus
- Demonstrated experience gathering and translating business requirements into technical solutions
- Ability to see the big-picture business process while drilling down into the specific solution needed
- Natural curiosity — always asking questions and seeking to learn more
- Strong problem-solving and troubleshooting skills
- Flexibility to meet continuously changing priorities and challenges
- Excellent communication, follow-through, and people skills
- Comfortable managing multiple projects in a fast-paced environment
- Background in financial services/lending industry is a plus
Compensation Range: $90K - $105K
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