Role Overview
We are looking for a Salesforce Financial Services Cloud (FSC) Consultant to design and implement enterprise-grade solutions for banking, insurance, or financial services clients. The ideal candidate should have strong hands-on experience in Salesforce FSC, OmniStudio, Service Cloud, and Sales Cloud, along with the ability to translate business requirements into scalable and secure Salesforce solutions.
Key Responsibilities
- Implement and customize Salesforce Financial Services Cloud (FSC) solutions.
- Lead requirement gathering workshops with business stakeholders.
- Translate business requirements into scalable FSC solutions.
- Design data models leveraging FSC standard objects (Households, Financial Accounts, Assets & Liabilities, Relationship Groups, Action Plans).
- Configure Service Cloud & Sales Cloud features, including workflows, flows, validation rules, and automation.
- Design security models, role hierarchies, and governance aligned with financial services best practices.
- Integrate Salesforce with core banking/insurance systems and third-party applications.
- Support UAT, deployment, and post-production support.
- Collaborate with stakeholders, architects, and developers across the project lifecycle.
Required Skills & Experience
- Core Salesforce Expertise: Strong knowledge of Salesforce Data Model, Apex Programming, Lightning Web Components (LWC), and Salesforce Flows.
- FSC & OmniStudio: Hands-on experience with Salesforce Financial Services Cloud. Development experience with OmniStudio, including OmniScripts, FlexCards, and DataRaptors.
- Functional & Domain Knowledge: Experience leading business workshops and solution design. Strong understanding of financial services processes and regulatory frameworks such as KYC, AML, and GDPR.
- Domain Experience (At least one): Retail or Commercial Banking, Wealth & Asset Management, Insurance, or Mortgage / Lending.
- Integrations & Architecture: Experience with REST/SOAP API integrations, data modeling, security, and automation using Flow.