Financial Services Cloud Consultant

Location: Remote
Employment Type: Full-Time
Team: Consulting

The Salesforce Financial Services Cloud (FSC) Consultant is the primary point of contact for Salesforce FSC projects. The Salesforce FSC Consultant will work with the client team from project kickoff through implementation and deployment, ensuring business requirements have been met and all commitments have been satisfied.

ABOUT THE JOB:

Primary Responsibilities

Lead and manage multiple Salesforce FSC projects through all phases of the project lifecycle (planning, business requirements, design, implementation, testing, deployment, and support)
Meet with key stakeholders to understand business objectives, priorities, and expectations
Propose, design, and implement solutions/upgrades/enhancements to solve client business needs and issues
Document client business requirements and ensure all have been satisfied through the project implementation
Configure, test, and deploy the Salesforce solution and any associated applications aligned with the Statement of Work
Provide documentation, flow charts on automation, written instructions and other documented requests to clients on database features and custom build outs
Proficient in both Classic and Lighting interfaces
Translate business requirements into well-architected solutions that best leverage the Salesforce.com platform
Apply advanced knowledge of validation rules, formulas, workflow rules, Process Builder, Flow, duplication methods, and approval processes
Apply Salesforce security and sharing rules
Manage, coordinate, and delegate the work of junior consultants
Maintain positive and effective communication with the team, clients, and external vendors
Conduct end user training for the Salesforce solution and provide necessary implementation documentation
Support team learning by sharing best practices and internal documentation with fellow team members
Adhere to project management standards including work planning, status reporting, issue and risk management and escalation, managing to budget and escalate any deviations, etc.
Maintain deep understanding of Salesforce FSC, including staying informed of new Salesforce releases and how the releases can benefit new and existing clients
Build and foster effective and valued client relationships with new and existing clients; serve as a trusted advisor to our clients.
Serve as a mentor to fellow team members
Additional duties as assigned

Education & Experience Required

Salesforce Administrator Certification required; Salesforce Sales Cloud Certification preferred
Salesforce Financial Services Cloud Superbadge or Financial Services Cloud Accredited Professional required
Bachelor’s degree in Information Technology or related field preferred; or the equivalent years of relevant work experience and/or education required
Minimum of 7+ years of experience in Technology industry is required
Minimum of 5+ years of Salesforce experience, including deep understanding of various components of the Salesforce product suite, such as Sales, Service, Experience, Pardot, and additional app
Minimum of 1-2+ years of experience in FSC including the configuration of the FSC Platform
Knowledge of Salesforce permissions, roles, reports, and dashboards
Proven experience taking highly conceptual business need and translate into a solution that can be effectively implemented.
Experience with declarative solutions including creation of custom objects, workflows, approvals, flows, etc.

Professional Skills & Abilities

Demonstrated ability to build relationships with various roles at all levels in the organization
Demonstrated ability to independently analyze and design complex solutions within a tight deadline
Demonstrated ability to capture business requirements, translate those requirements to technical/business solution options, and be able to communicate those effectively back to the customer, both from a technical aspect and from a business aspect
Proven ability to effectively communicate complex ideas, issues, concepts, and solutions to all levels of the organization, including executive leadership and the business

Expected Work Hours

This is a full-time position with regular office hours Monday through Friday. This position may require after work hours and occasional weekends, depending on work demands.

Salary Range

$90K-130K

Salary is dependent on a variety of factors including but not limited to a candidate’s years of experience, depth of experience, education, geographic location, etc.

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Ready to Apply?

Direct applications are welcome. We do not work with recruiters or staffing agencies—all applications must be submitted directly.