Technical Analyst - Salesforce

at  Mosaic joinmosaic

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.

TECHNICAL REQUIREMENTS GATHERING AND ANALYSIS

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• 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.

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