Job at a glance
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