Salesforce Solutions Lead - Financial Services

Tata Consultancy Services Limited; Plano (TX); On-site; USD 120,000 - 140,000; Full time

Job summary

Tata Consultancy Services Limited in Plano, TX, is seeking a Salesforce Senior Consultant/Lead to design, implement, and oversee finance and CRM solutions for banking and financial services clients.

You will define system landscapes, manage data migration, coordinate onsite-offshore teams, write user stories, and lead client discovery sessions while delivering end-to-end Salesforce projects, SIT/UAT, and training.

Qualifications

• Banking and financial services experience preferred.
• Define system landscape, identify gaps, and deliver a CRM solution.
• Knowledge of data migration and integration.
• Demonstrated ability to design and implement tech-enabled business solutions in client-facing and leadership roles.
• Write user stories aligned to Salesforce Financial Service Cloud and Experience Cloud.
• Hands-on work on the existing Salesforce implementation.
• Lead defining practical business solutions based on Salesforce.com with executive discovery sessions.
• Understand requirements (functional and technical) to address client needs.
• Perform routine Salesforce administration tasks.
• Create documentation (training, communications, release notes, user stories, tests, flows).
• Coordinate SIT and UAT; liaise with business and IT stakeholders.
• Onsite-offshore coordination; report progress on projects.
• Develop testing and training strategies.

Responsibilities

• Lead defining and implementing Salesforce-based solutions for clients.
• Manage data migration and integration tasks across systems.
• Coordinate with business and IT stakeholders for project success.
• Write and maintain user stories and test scripts.
• Oversee SIT and UAT activities and document results.
• Provide training and knowledge transfer to clients and teams.
• Ensure Salesforce administration tasks are completed routinely.
• Report progress and risks to stakeholders.

Skills

Banking experience

System landscape

CRM delivery

Data migration

Data integration

Tech-enabled solutions

User stories

Salesforce hands-on

Executive discovery

Requirements gathering

Salesforce admin

Documentation

SIT/UAT coordination

Stakeholder coordination

Onsite/offshore coordination

Project reporting

Testing strategies

Training strategies

Tools

Salesforce

Job description

Tata Consultancy Services Limited in Plano, TX, is seeking a Salesforce Senior Consultant/Lead to design, implement, and oversee finance and CRM solutions for banking and financial services clients.

You will define system landscapes, manage data migration, coordinate onsite-offshore teams, write user stories, and lead client discovery sessions while delivering end-to-end Salesforce projects, SIT/UAT, and training.