Salesforce Business Analyst

About Fundingo: Fundingo is a Salesforce-native loan management platform purpose-built for alternative lenders, CDFIs, and specialty finance companies. Our software unifies origination, underwriting, and servicing into a single system of record, helping lending teams close more deals, reduce errors, and scale with confidence

POSITION SUMMARY

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

BENEFITS

• 100% employee medical premium coverage
• 100% employee dental premium coverage, including orthodontic benefits
• HMO, EPO, and PPO medical plan options with prescription coverage
• 401(k) with company match up to 4%
• Company-paid life insurance, short-term disability, and long-term disability
• FSA/HSA options
• Employee Assistance Program with 24/7 mental health support
• 15 paid holidays per year
• Paid vacation up to 160 hours annually based on tenure
• 48 hours of paid sick leave per year
• 4 weeks of paid parental leave at 100% base pay
• Paid bereavement and jury duty leave
• Employer-paid training and professional development opportunities