Salesforce Financial Services Cloud

Heptarc Talent Acquisition; Bengaluru; On-site; INR 4,200,000 - 6,600,000; Full time

Job summary

Heptarc Talent Acquisition in Bengaluru seeks an experienced Salesforce professional to lead Financial Services Cloud and Service Cloud initiatives. You will act as the strategic interface between business units and technical teams to design scalable FSC solutions and drive adoption.

The role requires 8–12 years in Salesforce, FSC/Service Cloud certifications, and strong governance of data privacy and regulatory compliance.

Qualifications

• 8–12 years of hands-on Salesforce experience with FSC and Service Cloud.
• Certifications such as FSC Consultant or Service Cloud Consultant.
• Translate financial business processes into technical solutions.
• Strong knowledge of financial products, customer lifecycle, and regulatory compliance.
• Proficient in Apex, Flow, Lightning Components and data modeling.
• Excellent communication and stakeholder engagement skills.

Responsibilities

• Act as strategic interface between business units and technical teams to align Salesforce capabilities with programs/projects and business goals.
• Support implementation and optimization of Salesforce FSC and Service Cloud; design scalable solutions for onboarding, relationship management, and service automation.
• Integrate Salesforce with core systems and third-party apps; develop customer journeys, case workflows, and omni-channel service strategies; ensure regulatory compliance.

Skills

Salesforce

Financial Services Cloud

Service Cloud

Apex

Flow

Lightning Components

Data Modeling

Regulatory Compliance

Stakeholder Management

Communication

Tools

CTI integration

Data Cloud

Job description

Job Title: Salesforce Financial Services Cloud

Location: Bangalore

Experience Required: 8–12 Years

Certifications: Salesforce Certified (Financial Services Cloud, Service Cloud, or equivalent)

Key Responsibilities

• Act as the strategic interface between business units and technical teams to align Salesforce capabilities with programs/projects and business goals.
• Support implementation and optimization of Salesforce Financial Service Cloud and Service Cloud. Design scalable solutions for customer onboarding, relationship management, and service automation leveraging different capabilities of Salesforce like Data Cloud, Agentforce, and others as needed.
• Integrate Salesforce with core systems, data platforms, third‑party apps, and telephony platforms (e.g., CTI, IVR). Develop and manage customer journeys, case workflows, and omni‑channel service strategies. Ensure compliance with financial regulations and data privacy standards. Conduct stakeholder workshops, training sessions, and platform demos to drive adoption. Stay current with Salesforce releases, especially FSC, Service Cloud, and AI‑driven service enhancements.

Skills & Qualifications

• 8–12 years of hands‑on experience in Salesforce, with strong exposure to Financial Services Cloud and Service Cloud.
• Salesforce certifications such as Financial Services Cloud Consultant, Service Cloud Consultant, or Application Architect.
• Proven ability to translate financial business processes into technical solutions.
• Strong understanding of financial products, customer lifecycle management, and regulatory compliance. Proficiency in Apex, Flow, Lightning Components, and data modeling.
• Excellent communication, stakeholder engagement, and problem‑solving skills.
• Good to have knowledge of contact center technologies, including CTI integration, case routing, and service analytics.