Salesforce Business Analyst

🕒 October 29

🇺🇸 United States – Remote

💵 $90k - $105k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🌐🕵️ Salesforce Analyst

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FUNDINGO

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2013

☁️ SaaS

💸 Finance

🏦 Banking

SaaS • Finance • Banking

FUNDINGO is a Salesforce-native lending operating system that helps lenders originate, underwrite, and service loans in a single intelligent platform. Built on Salesforce, FUNDINGO consolidates application intake, document collection, credit analysis, decisioning, payments, draws, disbursements and portfolio reporting into one CRM-based system, targeting CDFIs, mission-based lenders, banks, credit unions, small business lenders and commercial real estate lenders. The company emphasizes automation, compliance reporting, faster time-to-market for new loan products, and deep Salesforce integrations; it has won Salesforce Partner of the Year and Partner Innovation awards.

📋 Description

• Conduct working sessions with clients to gather and clarify requirements for requests, enhancements, or features • Analyze client documentation, processes, and data to determine requirements and make recommendations • Document client requirements for internal reference and client sign-off • Design and recommend solutions using 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 applications such as Conga and DocuSign and integration partners • Complete data imports and exports • Recommend best practices and identify system improvement opportunities • Train clients on new functionality and Fundingo's loan management application • Create training plans and request-scoped documentation • Monitor user adoption and recommend follow-up support • Communicate with clients to obtain feedback and approval • Support client questions and troubleshoot issues • Liaise 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 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 • Experience Cloud build/configuration experience is a plus • Background in financial services/lending industry is a plus • Legally authorized to work in the United States • Willingness to undergo a background check in accordance with local law/regulations

🏖️ Benefits

• Commission • Bonus

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