[Hiring] Salesforce Business Analyst @Fundingo

Role 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.

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.
• 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.