
Salesforce Financial Services Cloud Specialist
5 days ago
We are seeking a seasoned professional to fill the role of Salesforce Financial Services Cloud Consultant.
This is an excellent opportunity for those with extensive experience in implementing and configuring Salesforce Financial Services Cloud solutions.
The successful candidate will possess strong knowledge of the data model, action plans, referrals, client lifecycle, and relationship management within FSC.
Key responsibilities include:
- Implementing and configuring Salesforce Financial Services Cloud (FSC) to support financial services business processes.
- Customizing and extending FSC functionality using Apex, LWC, Flows, and Process Builder.
- Collaborating with stakeholders to gather requirements and translate them into FSC solutions.
- Configuring client data models, financial accounts, households, and relationship mapping within FSC.
- Integrating FSC with core banking, CRM, and third-party applications via APIs and middleware.
- Ensuring compliance with data security, privacy, and regulatory standards.
- Providing ongoing support, enhancements, and issue resolution for FSC implementations.
Required skills and 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 required.
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.
Perks of the job:
- Remote work opportunity.
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