Salesforce Financial Services Cloud Consultant

Capgemini; Utrecht; Hybrid; EUR 60,000 - 80,000; Full time

Benefits offered by this job

Opportunities for certifications

Training and personal development

Competitive salary

Excellent benefits

Job summary

A leading consultancy firm in Utrecht is seeking a Salesforce Financial Services Cloud Consultant to assist financial organizations in optimizing their customer processes. Candidates should have 4–5 years experience, a strong background in Salesforce configuration, and the ability to lead workshops and sessions with business stakeholders. This role offers flexible working hours and opportunities for personal development within a collaborative team environment.

Qualifications

• 4–5 years of experience as a Salesforce consultant, analyst, or product specialist.
• Demonstrable experience with Financial Services Cloud.
• Experience with (Mulesoft) integrations.

Responsibilities

• Analyze processes within customer management, advice, lending, or service.
• Translate business requirements into concrete FSC solutions.
• Configure FSC functionality (Households, Financial Accounts, etc.).
• Develop user stories and functional designs.
• Lead workshops and refinement sessions with business and IT.
• Advise on optimizations and new best practices within FSC.

Skills

Salesforce configuration (Flows, data model, permissions, automation)

Experience designing and configuring OmniStudio components

Analytical skills

Strong communication skills

Job description

Overview

As a Salesforce Financial Services Cloud (FSC) Consultant, you'll help financial organizations optimize and digitize their customer processes. You'll understand the logic of FSC, the dynamics of financial services, and translate complex issues into robust, scalable solutions. You'll work closely with product owners, business stakeholders, and developers, taking a leading role in analysis, configuration, and quality assurance.

What you'll do

• Analyze processes within customer management, advice, lending, or service, among others
• Translate business requirements into concrete FSC solutions
• Configure FSC functionality (Households, Financial Accounts, Action Plans, Interaction Summaries, etc.)
• Develop user stories and functional designs
• Lead workshops and refinement sessions with business and IT
• Advise on optimizations, new releases, and best practices within FSC
• Collaborate with developers on integrations, data migrations, and technical implementation

What you bring to the table

• 4–5 years of experience as a Salesforce consultant, analyst, or product specialist
• Demonstrable experience with Financial Services Cloud
• Strong knowledge of Salesforce configuration (Flows, data model, permissions, automation)
• Experience designing and configuring OmniStudio components, such as FlexCards, OmniScripts, and DataRaptors
• Analytically strong, structured, and communicative

Certifications

• Business Analyst
• Financial Services Cloud Accredited Professional (highly preferred)
• OmniStudio Consultant (highly preferred)
• Sales Cloud Consultant or Service Cloud Consultant
• Experience with (Mulesoft) integrations
• Knowledge of compliance requirements within financial services

What we offer

• A role where you directly contribute to the digital transformation of financial organizations
• A team that values collaboration, quality, and simplicity
• Opportunities for certifications, training, and personal development
• Hybrid working and flexible hours
• A competitive salary and excellent benefits