Salesforce Financial Services Cloud

Heptarc; Bengaluru; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

Heptarc is seeking a highly experienced Salesforce SME specialized in Financial Services Cloud (FSC) and Service Cloud, based in Bangalore. You will lead solution design, stakeholder collaboration, and platform optimization for digital transformation across financial services operations and customer engagement with emphasis on compliance and data privacy.

The role requires 8–12 years of hands-on Salesforce experience, relevant certifications, and the ability to translate complex financial

Qualifications

• 8–12 years of hands‑on Salesforce experience with FSC and Service Cloud.
• Salesforce certifications in FSC/Service Cloud or Architect track.
• Translate financial business processes into technical solutions.
• Strong understanding of financial products, regulatory compliance, and data privacy.

Responsibilities

• Act as the interface between business units and technical teams to align Salesforce capabilities with programs 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 data platforms; manage customer journeys, case workflows, and omni-channel service strategies; ensure regulatory compliance.

Skills

Salesforce FSC

Service Cloud

Apex

Flow

Lightning Components

Data Modeling

Regulatory Compliance

Stakeholder Engagement

CTI Integration

Omni-Channel

Tools

Data Cloud

Agentforce

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)

JD

We’re seeking a highly experienced and certified Salesforce SME with deep expertise in Financial Services Cloud (FSC). This role is pivotal in bridging business needs with technical execution, driving digital transformation across financial services operations and customer engagement platforms. You’ll lead solution design, stakeholder collaboration, and platform optimization for high-impact service delivery.

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.