Salesforce Financial Services Cloud (FSC) Consultant / Lead (Sales & Service)

Job Title: Salesforce Analyst with Sales and Service Cloud exp

Location: 6565 Headquarters Drive, Plano, Texas 75024. 100% onsite must be able to interview in person.

Duration: 6 months

GBaMS ReqID: 10791443

Role Descriptions:

Must Have Technical/Functional Skills Local to Dallas and should be in office sales| service certifications required

FSC certification will be preferred

Banking and financial services experience is preferred

Ability to define the system landscape| to identify gaps between current and desired end-states| and deliver a CRM solution

working knowledge in data migration and integration

Demonstrated ability to design and implement technology-enabled business solutions in client-facing and team leadership roles (e.g. functional lead| work-stream lead| etc)Roles & Responsibilities

Execute quick POC Write user stories aligning to product capabilities of Financial Service cloud and experience cloud

Hands on work on the existing salesforce implementation

Lead defining and practical business solutions based on Salesforce.com technology implementing; experience leading executive discovery sessions

Understand requirements (functional and technical) needed to address client needs

Perform routine administration functions for Salesforce.com

Create documentation (e.g.| training| communications| release notes| user stories| test scripts| process flows) associated with Saleforce projects

Actively co-ordinate and participate in SIT and UAT

Co-ordinate with business and IT stakeholders

Onsite-offshore co-ordination

Report regular progress on projects

Testing and training strategies

Essential Skills:

Must Have Technical/Functional Skills Local to Dallas and should be in office sales| service certifications required

FSC certification will be preferred

Banking and financial services experience is preferred

Ability to define the system landscape| to identify gaps between current and desired end-states| and deliver a CRM solution

working knowledge in data migration and integration

Demonstrated ability to design and implement technology-enabled business solutions in client-facing and team leadership roles (e.g. functional lead| work-stream lead| etc)

Roles & Responsibilities

Execute quick POC Write user stories aligning to product capabilities of Financial Service cloud and experience cloud

Hands on work on the existing salesforce implementation

Lead defining and practical business solutions based on Salesforce.com technology implementing; experience leading executive discovery sessions

Understand requirements (functional and technical) needed to address client needs

Perform routine administration functions for Salesforce.com

Create documentation (e.g.| training| communications| release notes| user stories| test scripts| process flows) associated with Saleforce projects

Actively co-ordinate and participate in SIT and UAT

Co-ordinate with business and IT stakeholders

Onsite-offshore co-ordination

Report regular progress on projects

Testing and training strategies

Skills: Digital : Salesforce Sales Cloud Experience Required: 10 & Above

Top 3 Required Skills:

Local to Dallas

Should be in office

• sales, service certifications required
• FSC certification will be preferred
• Banking and financial services experience is preferred
• Ability to define the system landscape, to identify gaps between current and desired end-states, and deliver a CRM solution
• working knowledge in data migration and integration
• Demonstrated ability to design and implement technology-enabled business solutions in client-facing and team leadership roles (e.g. functional lead, work-stream lead, etc)

Top 3 Preferred Skills:

• Execute quick POC
• Write user stories aligning to product capabilities of Financial Service cloud and experience cloud
• Hands on work on the existing salesforce implementation
• Lead defining and practical business solutions based on Salesforce.com technology implementing; experience leading executive discovery sessions
• Understand requirements (functional and technical) needed to address client needs
• Perform routine administration functions for Salesforce.com
• Create documentation (e.g., training, communications, release notes, user stories, test scripts, process flows) associated with Saleforce projects
• Actively co-ordinate and participate in SIT and UAT
• Co-ordinate with business and IT stakeholders
• Onsite-offshore co-ordination
• Report regular progress on projects

Testing and training strategies

• Education Requirements: Bachelors in Computer Science or other related field
• Years of Experience: 5 years

Thanks

Akhil,

akhil dot macharla at adventglobal dot com