
Financial Services Expert
1 day ago
We are seeking a seasoned Salesforce expert to fill the role of FSC Consultant. This is a remote opportunity that requires immediate availability.
As an FSC Consultant, you will be responsible for designing, configuring, and optimizing FSC features to meet business needs in wealth management, banking, and financial services.
The ideal candidate will have at least 6 years of Salesforce experience, with 3+ years specifically in Financial Services Cloud.
- 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.
The following skills and qualifications are required:
- 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.
The following skills and qualifications are 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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