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Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
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Handles inbound calls and warm leads, consults customers on insurance needs, recommends appropriate Property and Casualty products and coverages, and converts prospects into policyholders. The role includes paid licensing and sales training, customer relationship management, persuasive selling, and adherence to remote-work requirements. Representatives must work four weekdays and one weekend day, maintain a professional home workspace, and meet specified internet-speed requirements.
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About 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. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.
GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
Position Summary
This role requires a techno-functional business analyst who understands the complexities of our business processes and can collaborate with stakeholders to design and prototype CRM solutions that enhance both customer and partner experiences. You will work across one or many solution areas—including Consumer Solutions, Mortgage Solutions, Servicing Solutions, Payment Solutions, and Business Solutions—to ensure Salesforce enables frictionless experiences, efficient workflows, and scalable growth for GoodLeap’s expanding ecosystem.
Essential Job Duties and 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.
Required Skills, Knowledge and Abilities:
- 5+ years of experience as a Solution Architect or Salesforce Analyst, focusing on both customer and partner solutions.
- Hands-on experience with Financial Services Cloud, 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 Qualifications:
- 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
Additional Information Regarding Job Duties and Job Descriptions:
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
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With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
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- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute
