Job Description:
Strong Salesforce platform knowledge: object model, security model, automation tools, and declarative configuration capabilities.
Financial Services Cloud: FSC-specific objects and features, relationship management, client onboarding, referral management, and financial account design.
Experience Cloud: site and page design, audience targeting, component configuration, guest user security, and Experience Builder.
Business analysis and requirements engineering: the ability to facilitate workshops, document functional requirements, and translate them into technical designs.
Data modeling: designing Salesforce object models that are clean, scalable, and reporting-friendly.
Process automation: strong command of Flow Builder and declarative automation tools; working knowledge of when to escalate to Apex.
Integration design at the solution level: field mappings, transformation logic, data flow documentation, and business rules for integration points.
Clear written and verbal communication, with the ability to produce solution design documents that are actionable for development teams and understandable for business stakeholders.
Experience working in agile delivery teams, contributing to sprints and participating in team ceremonies.
Experience & Certifications
At least 5–7 years of Salesforce implementation experience, including:
Hands-on solution design and configuration across multiple Salesforce clouds.
Demonstrated experience with Financial Services Cloud, FSC feature configuration, and client lifecycle processes.
Demonstrated experience with Experience Cloud, including portal design, component configuration, and user authentication.
Business requirements analysis and solution design documentation.
Working in agile delivery teams alongside developers, administrators, and business analysts.
Experience in financial services, banking, development finance, or similarly regulated industries is strongly preferred
Ability to work within defined technical standards and architectural guardrails, collaborating with a senior architect.
Certifications:
Salesforce Certified Administrator
Salesforce Certified Platform App Builder
Salesforce Certified Sales Cloud Consultant or Salesforce Certified Service Cloud Consultant
Salesforce Certified Advanced Administrator
Strongly Recommended:
Salesforce Certified Financial Services Cloud Accredited Professional
Salesforce Certified Experience Cloud Consultant
Salesforce Certified Application Architect
Salesforce Certified Business Analyst
Salesforce Certified Service Cloud Consultant
Salesforce Certified Sales Cloud Consultant
Salesforce Certified Data Cloud Consultant
