
Cloud Financial Services Specialist
2 weeks ago
Cloud Financial Services Consultant
Experience Required: 6+ Years
Location: Remote
Notice Period: Immediate Joiners Only
About the Role
We are looking for a skilled Cloud Financial Services Consultant with at least 6 years of Salesforce expertise and proven experience in implementing Financial Cloud 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.
Key Responsibilities
- Implement and configure Salesforce Financial 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 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 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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