Salesforce Financial Services Cloud Professional

Heptarc; Bengaluru; On-site; INR 1,800,000 - 2,800,000; Full time

Job summary

Heptarc seeks a highly experienced Salesforce SME with deep FSC expertise to bridge business needs with technical execution. You will drive digital transformation across financial services operations and customer engagement platforms, leading solution design and platform optimization for high-impact service delivery.

You will lead stakeholder workshops, design scalable FSC/Service Cloud solutions, and ensure compliance with regulatory standards while collaborating with business units and

Qualifications

• 8–12 years of hands-on Salesforce experience with FSC and Service Cloud.
• Certifications such as FSC Consultant, Service Cloud Consultant, or Application Architect.
• Translate financial business processes into technical Salesforce solutions.
• Knowledge of financial products, customer lifecycle, and regulatory compliance.

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 FSC and Service Cloud. Design scalable solutions for onboarding, relationship management, and service automation leveraging Salesforce capabilities.
• Integrate Salesforce with core systems, data platforms, third-party apps, and telephony platforms (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.

Skills

FSC Expertise

Service Cloud

Apex

Flow

Lightning Components

Data Modeling

CTI integration

Stakeholder engagement

Regulatory compliance

Job description

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