We are looking for a talented Salesforce Financial Services Cloud Consultant to join our clients team. In this role, you will use your expertise to help clients optimize processes, enhance customer engagement, and drive growth. You will collaborate with stakeholders to gather requirements, design solutions, and implement best practices in the Salesforce ecosystem.
Key Responsibilities:
- Collaborate with clients to understand their business needs in the financial services industry.
- Design and implement tailored Salesforce Financial Services Cloud solutions.
- Conduct workshops and training sessions on Salesforce features and benefits.
- Configure and customize Salesforce applications, including data models and workflows.
- Perform data migrations and integrate with other financial systems.
- Stay current with Salesforce releases and industry trends to recommend best practices.
- Provide ongoing support and troubleshooting for Salesforce applications.
- Collaborate with cross-functional teams for seamless integration.
Ideal Skillset:
- 3+ years of experience in Salesforce consulting, specifically with Financial Services Cloud.
- Salesforce certification (e.g., Administrator or Financial Services Cloud Consultant) preferred.
- Strong understanding of financial services industry practices and regulations.
- Proficient in Salesforce configuration and administration.
- Excellent communication and relationship-building skills.
- Experience with data integration tools and techniques is a plus.