
Expert Financial Services Cloud Specialist
1 day ago
Job Title: Financial Services Cloud Consultant
Experience Required: 6+ Years
Location: Remote
Notice Period: Immediate Joiners Only
About the Role
We are seeking a seasoned Financial Services Cloud Consultant with at least 6 years of Salesforce expertise and proven experience in implementing FSC solutions. The role involves designing, configuring, and optimizing FSC features to meet business needs in wealth management, banking, and financial services.
This is a remote opportunity for immediate joiners only. The ideal candidate will have a strong understanding of FSC data models, action plans, referrals, client lifecycle, and relationship management.
Key Responsibilities
- Implement and configure Salesforce Financial Services Cloud (FSC) to support financial services business processes.
- Customize and extend FSC functionality using Apex, LWC, Flows, and Process Builder.
- Work closely with stakeholders to gather requirements and translate them into FSC solutions.
- Configure client data models, financial accounts, households, and relationship mapping within FSC.
- Integrate FSC with core banking, CRM, and third-party applications via APIs and middleware.
- Ensure compliance with data security, privacy, and regulatory standards.
- Provide ongoing support, enhancements, and issue resolution for FSC implementations.
Required Skills & Qualifications
- 6+ years of Salesforce experience with 3+ years specifically in Financial Services Cloud.
- Strong knowledge of FSC data model, action plans, referrals, client lifecycle, and relationship management.
- Proficiency in Apex, Lightning Web Components (LWC), SOQL, Flows, and automation tools.
- Experience with Salesforce integrations (REST/SOAP APIs, Mulesoft, etc.).
- Solid understanding of Salesforce security models, profiles, and sharing rules.
- Salesforce FSC Certification or Salesforce Financial Services Cloud Consultant Certification preferred.
- Excellent communication and client-facing skills.
- Immediate availability (mandatory).
Nice to Have
- Experience with Wealth Management, Insurance, or Banking domain processes.
- Knowledge of Salesforce DevOps tools (Copado, Gearset, Jenkins).
- Exposure to Agile/Scrum delivery environments.
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