Our client is seeking a Salesforce Financial Services Cloud (FSC) Specialist

Responsibilities

• Configure and customize core FSC data models , implementing Person Accounts, Financial Accounts, Assets and Liabilities, and Financial Holdings.
  
• Map complex relational hierarchies using Actionable Relationship Maps (ARC) and Householding models to provide a unified Customer 360 view for advisors and agents.
  
• Build automated operational workflows tailored to financial verticals, including client onboarding, mortgage application pipelines, and policy servicing requests.
  
• Configure Action Plans and Life Events modules to automate high-touch advisor tasks and track critical client milestones dynamically.
  
• Implement strict data governance and regulatory compliance layers , establishing Compliant Data Sharing (CDS) rules to secure sensitive financial records.
  
• Design integration touchpoints between Salesforce FSC and core banking systems, portfolio management tools, insurance engines, or external credit bureaus.
  
• Develop declarative automation scripts via advanced Salesforce Flows while collaborating with programmatic engineers on Apex integrations and Lightning Web Components (LWC).
  

  Requirements

  • 4 to 7 years of core Salesforce configuration experience, with 3+ dedicated years actively designing and deploying solutions on the Financial Services Cloud (FSC) platform.
    
  • Strong domain knowledge of financial verticals, such as retail banking, wealth management, commercial lending, or insurance structures.
    
  • Deep mastery of core platform features (Flows, Security Sharing Architecture, Custom Objects) alongside native FSC objects and data packages.
    
  • Mandatory certification: Salesforce Certified Financial Services Cloud Consultant .
    
    Preferred Qualifications

    • Salesforce Certified Sales Cloud Consultant , Service Cloud Consultant , or Platform App Builder certification.
      
    • Prior consulting or enterprise experience implementing FSC across global multi-currency institutional environments with complex legal entity boundaries

    Are you interested in this position?

    Apply by clicking on the “Apply Now” button below!

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