GoodLeap · 5 months ago
Salesforce Solution Analyst
Roseville, CA
Full-time
Hybrid
Mid, Senior Level
$110K/yr - $140K/yr
5+ years expGoodLeap is a technology company focused on delivering innovative financing and software solutions for sustainable products. The Salesforce Solution Analyst will collaborate with stakeholders to design and prototype CRM solutions that enhance customer and partner experiences, ensuring efficient workflows and scalable growth within GoodLeap's ecosystem.
Financial Services
Responsibilities
Document business processes, workflows, and solution designs that improve efficiency and drive seamless customer and partner interactions
Identify and recommend process improvements using Salesforce’s low-code capabilities to better support GoodLeap’s customers, lending partners, and contractor installers
Drive adoption of Salesforce capabilities that empower GoodLeap’s customers and partners with streamlined, self-service experiences
Use Salesforce’s low-code tools (e.g., Flows, Validation Rules, AI tools) to prototype solutions that enhance the experience for both customers and partners
Ensure that prototypes and solutions are scalable, secure, and aligned with GoodLeap’s mission to provide seamless, customer-first financial services
Write SOQL/SOSL queries to investigate system data and test hypotheses, improving data-driven decision-making
Advocate for best practices in CRM data hygiene, automation, reporting, and partner/customer engagement
Troubleshoot Salesforce issues that impact critical customer and partner interactions, ensuring fast and effective resolution
Work with developers and admins to diagnose and resolve complex Salesforce issues
Stay up to date with Salesforce platform updates, AI advancements, and industry trends to continuously enhance GoodLeap’s CRM capabilities
Qualification
Required
5+ years of experience as a Solution Architect or Salesforce Analyst, focusing on both customer and partner solutions
Hands-on experience with Service Cloud and Sales Cloud
Basic understanding of software development practices and the software development lifecycle (SDLC)
Strong understanding of Salesforce architecture, declarative tools, and data model
Ability to prototype solutions using low-code capabilities like Flows, Security model, and AI tools
Proficiency in querying Salesforce data (SOQL/SOSL) for analysis and troubleshooting
Experience supporting business teams with process optimization, automation, and reporting
Strong analytical, problem-solving, and communication skills
Salesforce certifications required for low-code and app-building solutions (e.g., Salesforce Administrator, Platform App Builder); AI-related certifications preferred
A basic understanding of API and systems integrations
Preferred
Experience with Experience Cloud and MuleSoft, especially for partner portals and integrations
Background in green energy, financial services, mortgage, or payment solutions
Preferred experience with Salesforce Data Cloud and AgentForce
Bachelor's degree
Benefits
May be eligible for a bonus
Company
GoodLeap
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more.
501-1000 employees
H1B Sponsorship
GoodLeap has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (15)
2024 (13)
2023 (6)
2022 (7)
2021 (2)
Funding
Current Stage
Late StageLeadership Team
Hayes Barnard
Founder, Chairman and CEO
John Shrewsberry
Chief Financial Officer
Company data provided by crunchbase