Financial Services Cloud Consultant (all genders)
Core
Design and implement Salesforce Financial Services Cloud (FSC) solutions for leading banks, insurance companies, and wealth management firms to drive digital transformation in the financial sector.
Role type
Senior Salesforce Financial Services Cloud Consultant
Builds
Custom FSC solutions including data models (Households, Accounts, Financial Accounts), Referral Management, and Actionable Relationship Centers
Domain
Financial Services (Banking, Insurance, Wealth Management) + Salesforce CRM
Required skills
Salesforce Financial Services Cloud expertise, Solution Design, Fit-Gap Analysis, API Integration, Project Delivery, Client Workshops, Pre-Sales Support
Preferred skills
Salesforce certifications (FSC Accreditation, Administrator, Platform App Builder), Regulatory knowledge (MiFID II, GDPR, KYC/AML)
Technologies
Salesforce Financial Services Cloud, MuleSoft, Einstein AI
Responsibilities
Design and configure FSC solutions based on client needs, conduct Fit-Gap analyses and requirement workshops, implement integrations with core banking and wealth management systems via APIs, manage workstreams from discovery to deployment, lead customer workshops and demos, support pre-sales activities
Seniority
Senior, hands-on IC
