Location: Location
Experience: Mid‑Senior
Work Mode: WFO
Position Overview
This role focuses on deep expertise in Salesforce Financial Services Cloud (FSC) implementation and customization. The ideal candidate will have extensive hands‑on experience with FSC components, data migration, and integration with financial systems. You will work on complex financial account structures, relationship mapping, and advanced FSC features.
Primary Responsibilities
- Implement and customize Salesforce Financial Services Cloud including relationship building and mapping
- Develop Apex, SOQL, Flows, and Lightning Web Components for FSC solutions
- Conduct data migration and data modeling for financial entities
- Work with action plans and action plan templates
- Implement leads management and internal/external referrals options within FSC
- Manage profiles, permission sets, custom permissions, and field/object permissions
- Integrate FSC with third‑party financial systems and APIs
Must‑Have Skills
- Strong hands‑on experience with Salesforce Financial Services Cloud including relationship building and mapping
- Extensive experience with action plans and document checklist items
- Proficiency in Leads and Internal/External Referrals options of FSC
- Strong hands‑on experience with Data Migration and data modeling
- Strong knowledge of financial accounts and related attributes
- Working knowledge of Action Plan and Action Plan Templates
- Proficiency in Salesforce development, particularly with Apex, SOQL, and Flow
- Extensive experience with Salesforce Lightning Web Components (LWC)
- In‑depth knowledge of Relationship builder, life events, business milestone, Apex, LWC, Flows, APIs, and Deployment Tools
- Excellent knowledge and experience with profiles, permission sets, custom permissions, data loader, and object permissions
Good‑to‑Have Skills
- Salesforce Advanced Admin certification
- Design Patterns and Coding Best Practices knowledge
- Experience with version control tools (Github, VS Code)