Salesforce Solution Consultant-Financial Services Cloud

Offprem Technology; Indiana; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Remote first culture

Unlimited PTO

Medical, dental and vision insurance

Company paid STD, LTD and life

11 paid holidays

Volunteer program

Flexible start dates

Bonus or commission eligible

Job summary

Offprem Technology is a Salesforce consulting firm seeking a Salesforce Solution Consultant to support CRM Core and FSC/Financial Services Cloud initiatives across client engagements. 1-3+ years of hands-on Salesforce experience, strong core platform expertise, and ability to translate requirements into scalable solutions are required.

The role is 100% remote in the United States, with opportunities to mentor teams and drive best practices across projects.

Qualifications

• Bachelor’s Degree or equivalent experience.
• Ability to run discovery sessions, document requirements, and translate them into scalable configurations.
• Experience delivering fixed-scope or rapid implementation projects using Salesforce best practices.
• Hands-on experience implementing Sales Cloud and/or Service Cloud; emphasis on Sales, Financial Services and Experience Clouds.
• Experience with Digital Lending/ Origination is a strong plus.
• Experience with agile delivery models and consulting environments.
• 1+ years proven success in client facing roles such as a Solution Architect, Technical Lead or Senior Consultant.
• Strong grasp of Salesforce architecture, configuration, automation (Flows) and integration best practices.
• Ability to manage multiple projects simultaneously and communicate to stakeholders.
• 1-3 years of Salesforce solution design and delivery experience, preferably in a consulting or partner environment.
• Strong understanding of Salesforce data model, security, and standard automation tools (Flows, validation rules, approvals).
• Experience supporting data imports, basic integrations, and go-live readiness including deployment best practices.

Responsibilities

• Lead solution discovery and technical design across multiple Salesforce clouds and implementations.
• Translate complex business requirements into scalable Salesforce solutions.
• Guide discovery, lead design sessions, and stakeholder alignment through projects.
• Deliver fixed-scope or rapid implementation projects.
• Work with internal and external clients as part of a project team.
• Mentor internal team members and contribute to technical standards.
• Demonstrate passion for Salesforce solutions and teamwork.

Skills

Salesforce

Solution Architect

Discovery sessions

Requirements gathering

Sales Cloud

Service Cloud

Financial Services Cloud

Data modeling

Security & sharing

Flows

Integrations (APIs)

Lightning Experience

Project management

Client-facing

Salesforce architecture

Education

Bachelor’s Degree or equivalent experience

Tools

APIs

Data Import

Job description

About Offprem Technology

We are a team of talented, highly skilled professionals in Salesforce consulting. Our consultants are some of the best in the industry and focus on all Salesforce, all the time. We've been around since 2016 and although we are headquartered in Indiana, we are remote friendly and hire across the United States. Whether you are an experienced consultant or you are interested in starting a career in the Salesforce ecosystem, we want to hear from you! Interested? Keep reading to see if this role is right for you!

About the role

The Salesforce Solution Consultant will support ongoing Salesforce CRM Core and FSC/ Financial Services Cloud initiatives across multiple client engagements. Candidates must have 1-3+ years of hands-on experience as a Salesforce Solution Consultant, with strong core platform expertise including Financial Services, Sales Cloud and Service Cloud. In addition data modeling, security and sharing, automation (Flows, validation rules, approval processes), reporting and dashboards, Lightning Experience configuration, and integration concepts (APIs, data imports, and system connectivity) experience is necessary. This role requires the ability to translate business requirements into scalable Salesforce solutions, provide technical guidance, and ensure best-practice implementations. Must be authorized to work in the United States; corp-to-corp arrangements are not permitted. This is a 100% remote role, open to candidates located anywhere in the U.S.

What You'll Do

• Lead solution discovery and technical design across multiple Salesforce clouds and implementations
• Translate complex business requirements into scalable, maintainable Salesforce solutions
• Guide discovery, lead design sessions, and facilitate stakeholder alignment through successful completion of projects
• Deliver fixed-scope or rapid implementation projects.
• Work as part of a project team alongside both internal and external clients
• Mentor internal team members and contribute to the technical standards and best practices
• Demonstrate genuine passion for Salesforce solutions and fostering team collaboration

Requirements

• Bachelor’s Degree or equivalent experience
• Ability to run discovery sessions, document requirements, and translate them into scalable configurations
• Experience delivering fixed-scope or rapid implementation projects using Salesforce best practices
• Hands-on experience implementing Sales Cloud and/or Service Cloud. Strong emphasis on Sales, Financial Services and Experience Clouds
• Experience with Digital Lending/ Origination is a strong plus
• Experience with agile delivery models and consulting environments
• 1+ years proven success in client facing roles such as a Solution Architect, Technical Lead or Senior Consultant
• Strong grasp of Salesforce architecture, configuration, automation (Flows) and integration best practices
• Ability to manage multiple projects simultaneously
• Excellent communication skills and ability to present technical concepts to business stakeholders
• Ability to work across disciplines and adapt to unfamiliar technologies or business processes
• 1-3 years of Salesforce solution design and delivery experience, preferably in a consulting or partner environment
• Strong understanding of Salesforce data model, security, and standard automation tools (Flows, validation rules, approvals)
• Experience supporting data imports, basic integrations, and go-live readiness including deployment best practices
• Comfort managing multiple concurrent projects with tight timelines

Certifications

1-3 of the following Salesforce Certifications:

• Salesforce Certified Business Analyst
• Salesforce Certified Platform App Builder
• Salesforce Certified Service Cloud Consultant

Company Benefits and Perks

• Remote first culture - yes we have an office, but we don't force you to come in!
• Unlimited PTO
• Medical, dental and vision insurance from day one!
• Company paid STD, LTD and life insurance
• 11 paid holidays, including the day after the Superbowl!
• Volunteer Program, including volunteer time off and matching donations
• Tuesday start dates for new hires, because who wants to start on a Monday?
• Bonus or commission eligible, depending upon your role

Authenticity & Verification Notice

As a client facing organization we value integrity and authenticity throughout our hiring process.

Candidates may be asked to validate technical knowledge, experience, education, and certifications through structured assessment and credential verification prior to hire.

*Offprem Technology provides equal employment opportunities to all employees and applicants for employment without regard to race, color, gender, sexual orientation, gender identity, religion, national origin, age, disability, genetic information, or protected veteran status.