Salesforce Financial Services Cloud Expert

6 days ago


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

We are seeking a talented Salesforce Financial Services Cloud Consultant to collaborate with our clients in the financial services industry. As a key member of our team, you will leverage your expertise to optimize processes, enhance customer engagement, and drive business growth.

Key Responsibilities:
  • Partner with clients to understand their business needs and develop tailored Salesforce Financial Services Cloud solutions.
  • Design and implement best practices in the Salesforce ecosystem, ensuring seamless integration and data migration.
  • Conduct workshops and training sessions to educate clients on Salesforce features and benefits.
  • Configure and customize Salesforce applications, including data models and workflows, to meet client requirements.
  • Stay up-to-date with Salesforce releases and industry trends to provide expert guidance and recommendations.
  • Provide ongoing support and troubleshooting for Salesforce applications, ensuring client satisfaction.
  • Collaborate with cross-functional teams for seamless integration and effective communication.
Ideal Skillset:
  • 3+ years of experience in Salesforce consulting, specifically with Financial Services Cloud.
  • Salesforce certification (e.g., Administrator or Financial Services Cloud Consultant) is highly desirable.
  • 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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