Key Responsibilities
- 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 elevate 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
Experience
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
Required:
- 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