Salesforce Financial Services Cloud Expert

4 days ago


Reston, Virginia, United States Synchro Full time
Unlock Business Potential with Salesforce Financial Services Cloud

We are seeking a seasoned Salesforce Financial Services Cloud expert to collaborate with our clients and drive growth through optimized processes, enhanced customer engagement, and tailored solutions.

Key Responsibilities:

  • Partner with clients to understand their financial services industry needs and develop targeted Salesforce Financial Services Cloud solutions.
  • Design and implement customized Salesforce applications, including data models and workflows, to meet client requirements.
  • Conduct workshops and training sessions to educate clients on Salesforce features and benefits.
  • Configure and customize Salesforce applications to ensure seamless integration with other financial systems.
  • Stay up-to-date with Salesforce releases and industry trends to recommend best practices and ensure client success.
  • Provide ongoing support and troubleshooting for Salesforce applications to ensure optimal performance.
  • Collaborate with cross-functional teams to ensure seamless integration and client satisfaction.

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.


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