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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- Salesforce Certified Sales Cloud Consultant , Service Cloud Consultant , or Platform App Builder certification.
- 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.
