Salesforce Financial Services Specialist

12 hours ago

Agra, Uttar Pradesh, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,00,000
Job Description

A highly skilled Salesforce Financial Services Cloud (FSC) specialist is sought after to spearhead the implementation and configuration of FSC solutions. The ideal candidate will have extensive experience in deploying financial services business processes within Salesforce.

The successful candidate will be responsible for customizing and extending FSC functionality using Apex, Lightning Web Components, Flows, and Process Builder. A close collaboration with stakeholders is essential to gather requirements and translate them into actionable FSC solutions.

  • 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.
Required Skills & Qualifications

The following skills and qualifications are mandatory:

  • 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.
Additional Requirements

The following characteristics are beneficial but not required:

  • 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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