Salesforce FSC Functional Consultant FinServ AI Workflows

Empiric

Utrecht

Hybrid

EUR 70,000 - 95,000

Full time

4 days ago

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Job summary

Empiric is seeking a Salesforce Functional Consultant to drive FSC implementations for financial services clients. You will translate business requirements into FSC configurations, covering Client 360, Financial Accounts and Agentforce components.

You will collaborate with stakeholders, architects and development teams to ensure adoption, validations, and training. Hybrid, Utrecht-based role with focus on onboarding, KYC/AML and relationship management.

Qualifications

Hands-on experience as a Salesforce Functional Consultant, ideally within Financial Services Cloud.
Strong understanding of banking, wealth management or insurance business processes.
Experience configuring FSC capabilities, including Person Accounts, Client 360, Financial Accounts and Relationship Groups.
Practical experience with Salesforce Agentforce, including agents, Topics, Actions and Prompt Templates.
Experience gathering requirements, facilitating workshops and translating business needs into functional designs.

Responsibilities

Gather, analyse and document business requirements, translating them into Salesforce FSC functional solutions.
Design and configure FSC capabilities, including Client 360 and Financial Accounts.
Map business processes across onboarding, KYC, AML, relationship and portfolio management.
Design and configure Agentforce solutions using Agent Builder and related features.
Work with technical teams to define integration, automation and customization requirements.
Facilitate stakeholder workshops and support testing, UAT, validation and training.
Produce functional documentation including requirements, process maps and user stories.