
Design and Deliver Innovative Financial Services Solutions
1 week ago
As a Financial Services Cloud Consultant, you will be responsible for designing, configuring, and optimizing FSC features to meet business needs in wealth management, banking, and financial services. This is a remote opportunity.
Key Responsibilities:- 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.
- 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).
- Solid understanding of Salesforce security models, profiles, and sharing rules.
- Excellent communication and client-facing skills.
This role requires immediate availability and offers opportunities for growth and professional development in the field of Financial Services Cloud.
Preferred Qualifications:Salesforce FSC Certification or equivalent experience preferred.
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