Salesforce Business Analyst
Full-time
US
Oct 29, 2026
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About the Role
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 & Adopt