Lead Salesforce Consultant

SoftServe Inc.; Polska; Hybrid; PLN 260,000 - 420,000; Full time

Benefits offered by this job

Flexible work model

Health coverage

Learning opportunities

Job summary

SoftServe Inc. is seeking a Lead Salesforce Consultant to guide Salesforce implementations for banking and financial services clients, from requirements through go-live.

You will lead functional workstreams and consulting teams, shape solutions with client stakeholders, and ensure delivery stays on scope, on time, and aligned with business goals. You will combine platform expertise with a deep understanding of banking processes, act as a trusted advisor on the client side, and contribute to

Qualifications

• 7+ years of Salesforce consulting experience, including 2+ years leading teams or workstreams on client projects.
• Proven experience delivering Salesforce projects for banks or financial services organisations.
• Strong hands-on Salesforce configuration: data model, security, Flow, validation and approval logic, reports, and dashboards.
• Experience with at least one migration project from a legacy platform, including data mapping and cutover.
• Solid understanding of banking processes such as client onboarding, lending, account servicing, and relationship management.
• Working knowledge of integrations and APIs, and the ability to collaborate effectively with architects and developers.
• Awareness of financial services compliance requirements such as KYC/AML and GDPR.
• Experience with Agile delivery, backlog management, sprint planning, and stakeholder demos.
• Strong communication, facilitation, and leadership skills, with a confident client-facing presence.
• Certifications: Salesforce Certified Administrator, Salesforce Certified Sales Cloud Consultant, Service Cloud Consultant; FS Cloud Accredited Professional or BA cert is a strong advantage

Responsibilities

• Lead discovery and requirements workshops with banking stakeholders and translate business needs into Salesforce solutions, user stories, and acceptance criteria.
• Own the functional design of Salesforce solutions across Sales, Service, and Experience Cloud, and Financial Services Cloud where applicable.
• Lead and coordinate consultants, administrators, and developers within a delivery workstream, setting priorities, reviewing work, and removing blockers.
• Plan and support data migration from legacy systems, including mapping, cleansing rules, validation, UAT, and cutover.
• Work with architects on solution design, integrations, security, and data models, ensuring designs are practical, scalable, and compliant.
• Manage backlog, scope, and expectations with clients, and communicate progress, risks, and decisions clearly.
• Drive UAT, training, adoption, go-live, and hypercare, and ensure effective knowledge transfer to client teams.
• Contribute to pre-sales by scoping, estimating, and presenting solutions, and mentor junior consultants

Skills

Salesforce

Leadership

Stakeholder

Agile

Data migration

APIs

Security modeling

UAT & training

Tools

Sales Cloud

Service Cloud

Financial Services Cloud

Job description

As a Lead Salesforce Consultant, you will guide Salesforce implementations for SoftServe’s banking and financial services clients, from requirements through go-live. You will lead functional workstreams and consulting teams, shape solutions with client stakeholders, and make sure delivery stays on scope, on time, and aligned with business goals. You will combine strong platform expertise with a deep understanding of banking processes, and act as a trusted advisor on the client side.

Responsibilities

• Lead discovery and requirements workshops with banking stakeholders and translate business needs into clear Salesforce solutions, user stories, and acceptance criteria
• Own the functional design of Salesforce solutions across Sales, Service, and Experience Cloud, and Financial Services Cloud where applicable, for processes such as onboarding, servicing, and relationship management
• Lead and coordinate consultants, administrators, and developers within a delivery workstream, setting priorities, reviewing work, and removing blockers
• Plan and support data migration from legacy systems, including mapping, cleansing rules, validation, UAT, and cutover
• Work with architects on solution design, integrations, security, and data models, ensuring designs are practical, scalable, and compliant
• Manage backlog, scope, and expectations with clients, and communicate progress, risks, and decisions clearly
• Drive UAT, training, adoption, go-live, and hypercare, and ensure effective knowledge transfer to client teams
• Contribute to pre-sales by scoping, estimating, and presenting solutions, and mentor junior consultants

Requirements

• 7+ years of Salesforce consulting experience, including 2+ years leading teams or workstreams on client projects.
• Proven experience delivering Salesforce projects for banks or other financial services organisations.
• Strong hands-on expertise in Salesforce configuration: data model, security, Flow, validation and approval logic, reports, and dashboards.
• Experience with at least one migration project from a legacy platform, including data mapping and cutover.
• Solid understanding of banking processes such as client onboarding, lending, account servicing, and relationship management.
• Working knowledge of integrations and APIs, and the ability to collaborate effectively with architects and developers.
• Awareness of financial services compliance requirements such as KYC/AML and GDPR.
• Experience with Agile delivery, including backlog management, sprint planning, and stakeholder demos.
• Strong communication, facilitation, and leadership skills, with a confident client-facing presence.
• Possessing one or more of the following certifications Salesforce Certified Administrator, Salesforce Certified Sales Cloud Consultant, Service Cloud Consultant
• Financial Services Cloud Accredited Professional or Business Analyst certification will be considered a strong advantage

SoftServe is an equal opportunity employer. Qualified applicants will receive consideration regardless of race, color, ancestry, ethnicity, national origin, religion, sex, sexual orientation, gender identity or expression, age, citizenship, disability, health condition, marital or family status, veteran status, or any other characteristic protected by applicable law.

About us

We are a digital engineering and technology consulting company where expertise grows alongsidepeople. For more than 30years, we have been elevating technology: helping organizations navigate complex businesschallenges by combining deepengineering knowledge with thoughtful, research-backed innovation. Our teams work across keyareas: digitalengineering, data and analytics, Сloud, and AI/ML. In each, we deliver practical, scalablesolutions rooted in realbusiness needs and measurable human impact.

You bring your perspective and ambition. We create an environment where your work meetsclarity, confidence, andpurpose.

Flexible Work Model

• Work from home, from the office, or in a hybrid format that supports focus andcollaboration.
• Competitive, market-based pay, benchmarked by role andlocation — plus health coverage, paid time off, wellness support, and learningopportunities.
• Approachable leaders who communicate openly, keep teams close to the strategy, andsupport long-term planning.

Advanced tech communities

• Stay close to AI/ML, Cloud, Quantum Computing, IoT, andRobotics communities, with projects built on modern frameworks.

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