Salesforce Business Analyst

Fundingo; United States; On-site; USD 85,000 - 110,000; Full time

Job summary

Fundingo is seeking a Salesforce Business Analyst to own client requests end-to-end—from requirements gathering through solution design, build, and training. The role focuses on delivering configured Salesforce solutions without a separate builder hand-off, working with clients across stages.

The ideal candidate combines Salesforce admin skills with strong analytical and communication abilities to translate client needs into practical configurations and adoption strategies within a fast-paced

Qualifications

• 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.
• Background in financial services/lending industry is a plus.

Responsibilities

• Conduct discovery sessions with clients to gather and clarify requirements.
• Analyze client processes and data to determine requirements and make recommendations.
• Document client requirements for sign-off.
• Design and configure Salesforce solutions including objects, fields, rules, flows, reports, and dashboards.
• Coordinate with third-party apps (Conga, DocuSign) and data imports/exports as needed.
• Train clients on new functionality and create training docs.
• Manage multiple client requests across accounts and provide ongoing support.

Skills

Salesforce administration

End-user collaboration

Requirements gathering

Communication skills

Experience Cloud

Education

Salesforce Administrator certification

Tools

Conga

DocuSign

Job description

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