Technical Analyst - Salesforce

Who We Are

We are creating the best way to finance clean energy for the home to help combat climate change. Mosaic partners directly with solar and home improvement professionals, who use our simple point-of-sale app to offer financing options to their customers. This makes it easy and affordable for families to make energy-efficient upgrades to their homes. Since 2012, Mosaic has funded more than $15 billion in loans through our platform and helped more than 1 million people prosper from clean energy.  Join us as we work toward our vision of 100% clean energy homes across America. 

Location: We are remote-first. This role can be based in most states in the US. 

The Opportunity

We are looking for a highly skilled and technically adept Technical Analyst to join our Salesforce Engineering Team. In this role, you will work closely with business stakeholders and partner with cross-functional engineering teams to design, implement, and optimize robust, scalable Salesforce solutions that support strategic business objectives. This position requires a deep technical understanding of Salesforce and data architecture, strong analytical skills, and a proven ability to collaborate across teams to deliver end-to-end solutions. You will help align business processes with Salesforce best practices, recommend custom solutions where it makes sense, and support the team in building sustainable, high-impact solutions across Sales Cloud, Service Cloud, and other Salesforce products.

We are looking for someone with great business-facing skills who also loves to research data and tech constraints, create fast but useful documentation and other artifacts, and collaborate using Slack, Jira, and other tools. We frequently form cross-functional teams to swarm a business problem, or work with larger teams to bring a product to market which requires changes and integrations to Salesforce. The ideal person in this role can react quickly to changes and map new requirements back to out of the box Salesforce features and best practice where possible. 

Key Responsibilities:

Technical Requirements Gathering and Analysis

• Engage with business stakeholders to identify and analyze requirements, translating complex business needs into clear technical specifications, including user stories, process flows, and technical requirements.
• Collaborate with product owners and technical teams to prioritize requirements and drive the development of innovative solutions.

Stakeholder Engagement, Communication, and Training

• Serve as a technical advisor for Salesforce-related initiatives, communicating effectively with both technical and non-technical stakeholders.
• Conduct training sessions for end-users, providing insights into newly deployed features and maximizing adoption.

Cross-Functional Solution Design and Development

• Partner with cross-functional teams (e.g., data engineering, DevOps, integration, security) to architect and implement solutions that ensure seamless integration across platforms and systems.
• Lead the design of end-to-end technical solutions, optimizing Salesforce capabilities and integrating with other platforms as needed.

Technical Configuration and Development

• Participate in the configuration and customization of Salesforce, using tools such as Flow, Process Builder, Lightning App Builder, and APEX.
• Work with development teams on technical implementation, code review, and adherence to Salesforce best practices and design patterns.

Data Analysis, Modeling, and Integration

• Perform data analysis to support decisions and ensure accuracy of business data within Salesforce.
• Design and implement integrations between Salesforce and other systems, leveraging APIs (REST/SOAP) and middleware to streamline data flows.

Testing, Quality Assurance, and Deployment

• Define and execute rigorous testing protocols, including unit testing, integration testing, and user acceptance testing (UAT), to ensure high-quality and reliable deliverables.
• Collaborate with DevOps and QA teams to support deployment processes, including CI/CD pipelines and post-deployment verification.

Continuous Improvement and Innovation

• Proactively research new Salesforce features and technology trends, recommending enhancements that align with business goals.
• Identify opportunities for automation, process optimization, and increased scalability within Salesforce and other integrated platforms.

What you bring to the team:

• A trailblazer with deep experience helping companies deliver value to users on the Salesforce platform.
• A team player passionate about digging deep to solve complex problems and working with business users to deliver meaningful outcomes.
• A proactive relationship builder who enjoys clarity, and fosters communication with both technical and business audiences.
• A quick learner who can navigate and understand complex processes and systems.
• Results-driven, focused on KPIs, and able to prioritize effectively to maximize impact.
• Passionate about efficiency, data quality, and leveraging systems to drive business results.

Required Qualifications:

• Bachelor’s degree in Computer Science, Information Systems, Engineering, or a related field.
• 7+ years of experience as a Salesforce-focused Technical Analyst, Product Owner, Consultant, or similar role within a complex organization, ideally with a strong focus on complex integrations and cross-functional projects.
• Excellent communication, documentation and presentation skills.
• Excellent understanding of Salesforce Reporting and Dashboards, as well as out of the box Sales and Service Cloud functions such as Lead Assignment Rules, Case Routing, Forecasting, and other Case Management and Sales Process functions. 
• Extensive experience with Salesforce configuration, customization, and development tools, including Apex, Visualforce, and Lightning Web Components.
• Accomplished in creating tech and business-facing documentation, including process maps, user stories, data flow definitions, and testing artifacts.
• Deep understanding of Salesforce integration methodologies and familiarity with API design and data integration platforms (e.g., MuleSoft).
• Proficiency with SQL, data modeling, and data analytics.
• Solid experience with Agile methodologies and tools like Jira, Confluence, and CI/CD practices.
• Strong technical and problem-solving skills, with an ability to communicate complex information clearly.
• Salesforce and related certifications related to your work experience

Bonus Points:

• Experience working with RevOps or operational call center settings
• Strong financial services experience, specifically in B2C or B2B2C lending
• Exposure to Pardot, Marketing Cloud, Data Cloud, Salesforce Identity, Financial Services Cloud, OmniStudio, Experience Cloud, Tableau / CRM Analytics
• Fintech, lending, and financial services experience generally
• Exposure to Mulesoft, Kafka and other middleware architectures
• Experience with business process automation and RPA tools.

Compensation: The base salary range for this position is $130,000-160,000. The position is eligible for a bonus in accordance with the terms of the applicable incentive plan. In addition, we’re proud to offer a range of competitive benefits.

Why Mosaic

As a customer focused and driven-to-win organization, there are many exciting reasons to join the Mosaic team. Mosaic has a dynamic, fast-paced, and entrepreneurial environment, which requires a professional, flexible, self-starter attitude. We believe in hiring talented and driven individuals and cultivating a culture of collaboration and appreciation. 

Benefit Highlights:

• Robust Health, Dental, and Vision Plans
• Generous paid time off
• 401k Match
• Lifestyle Spending accounts for professional wellness 
• Mental Health: Headspace subscription, online therapy sessions 
• …and more! 

We are an equal opportunity employer and value diversity of backgrounds, perspectives and experience. Mosaic’s vision is 100% clean energy homes across America. In order to reach that vision, we believe we must build a diverse company where everyone is treated fairly and feels included. In turn, in accordance with Mosaic’s equal employment opportunity policy, we do not discriminate on the basis of race, religion, color, national origin, caste, gender identity or expression, sexual orientation, age, marital status, veteran status, disability status or any legally protected status.