Senior Salesforce Financial Services Cloud Consultant

5 days ago


Erode, Tamil Nadu, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,00,000

Job Description:

We are seeking a skilled Salesforce Financial Services Cloud Consultant to design, configure, and optimize FSC features for wealth management, banking, and financial services. This role involves working closely with stakeholders to gather requirements and translate them into effective FSC solutions.

The ideal candidate will have at least 6 years of experience in implementing Financial Services Cloud solutions, with expertise in Apex, Lightning Web Components (LWC), SOQL, Flows, and automation tools. Strong knowledge of the FSC data model, action plans, referrals, client lifecycle, and relationship management is essential.

Key responsibilities include implementing and configuring FSC to support financial services business processes, customizing and extending FSC functionality, and ensuring compliance with data security, privacy, and regulatory standards.

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, 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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