Financial Services Cloud (FSC) SME Banking

Job Title: Role:- Financial Services Cloud (FSC) SME Banking

Location: Philadelphia, PA (Day 1 onsite)

Duration : 3 months with possible extensions (Contract to hire)

Role Overview

• We are looking for a Financial Services Cloud (FSC) SME with strong client-facing, requirements leadership, and delivery management capabilities to drive end-to-end Salesforce transformations in the banking and financial services domain.

This role blends:

• Deep banking domain expertise
• Strong Salesforce FSC solutioning
• Ability to independently drive requirements and client priorities
• Experience leading global (onshore offshore) delivery teams

Key Responsibilities

Client Engagement & Advisory

• Act as a trusted advisor to business and technology stakeholders
• Lead discovery workshops, design sessions, and roadmap discussions
• Translate business goals into platform-aligned transformation strategies
• Help define and prioritize client initiatives, KPIs, and success metrics

Requirements & Solution Leadership

• Independently drive end-to-end requirement gathering (business, functional, process)
• Define to-be operating models and customer journeys across banking domains
• Design scalable solutions leveraging:
• Financial Services Cloud
• Service Cloud
• Salesforce Data Cloud
• Ensure alignment across process, data model, integrations, and user experience

Banking Domain Expertise

Apply strong knowledge of:

• Retail & commercial banking
• Wealth management & client servicing
• Lending lifecycle (origination to servicing)
• KYC, onboarding, and compliance workflows
• Leverage FSC capabilities for:
• Customer 360 & householding
• Relationship management
• Financial accounts & interactions
• Regulatory and servicing processes

Delivery Leadership (Onsite Offshore Model)

• Lead distributed teams (onshore + offshore pods) across design and delivery
• Drive backlog prioritization, sprint planning, and execution governance
• Ensure delivery aligns with business outcomes, timelines, and quality standards
• Mentor and guide architects, developers, and analysts

Stakeholder & Program Governance

• Engage with senior client stakeholders to align priorities and trade-offs
• Provide program-level oversight, risk management, and escalation handling
• Track and communicate value realization and ROI

Transformation & Innovation

• Drive adoption of AI/Agentforce-led service models
• Identify opportunities for automation, productivity gains, and CX improvement
• Contribute to building reusable assets, accelerators, and industry solutions

Required Qualifications

• 10 15+ years of experience in Salesforce and digital transformation programs
• 5+ years of hands-on experience with:
• Financial Services Cloud
• Strong experience in banking / financial services domain
• Proven ability to:
• Lead client workshops independently
• Drive requirements end-to-end without supervision
• Manage global delivery teams

Preferred Qualifications

• Salesforce certifications (FSC, Service Cloud Consultant)
• Experience with API-led integrations (e.g., MuleSoft)
• Exposure to AI/Agentforce use cases (KYC, underwriting, collections, servicing)
• Experience in large-scale transformation programs ($5M+ deals)

Key Skills

• Client-facing communication & executive presence
• Requirements elicitation & process design
• Banking domain expertise
• Salesforce FSC solutioning
• Agile delivery leadership
• Stakeholder management & prioritization

Success Profile (What Good Looks Like)

• Independently leads discovery solution delivery alignment
• Converts ambiguity into structured requirements and roadmap
• Aligns business priorities with Salesforce platform capabilities
• Drives offshore teams with clarity, accountability, and outcomes
• Acts as the bridge between business, technology, and delivery

One-Line Pitch (for hiring / slide)

A client-facing Financial Services Cloud leader who combines deep banking expertise with Salesforce FSC capabilities to drive end-to-end transformation and measurable business outcomes.