Develop, configure and support Salesforce Financial Services Cloud, Sales Cloud and Service Cloud capabilities that enable customer acquisition, relationship management, servicing, onboarding and operational efficiency in a financial services environment.
Key responsibilities
- Develop Salesforce capabilities across Financial Services Cloud, Sales Cloud and Service Cloud.
- Configure FSC data models, relationship mapping, householding, customer profiles and industry-specific capabilities.
- Build Lightning Web Components, Apex services, Salesforce Flows and reusable platform services.
- Support customer onboarding, lead/opportunity management, case management and servicing journeys.
- Integrate Salesforce with enterprise systems using APIs and MuleSoft-enabled services where applicable.
- Design and implement secure data access using sharing, roles, permissions and field-level security.
- Participate in solution design reviews, Design Authority inputs, code reviews and release readiness activities.
- Troubleshoot defects, support regression testing and assist with production issue resolution.
Required technical skills
Apex, SOQL, SOSL, LWC, Flow, platform configuration, FSC data model, relationship groups, interaction records, customer 360 concepts, Lead/opportunity/activity/case/service process configuration, Salesforce APIs, middleware, Data quality, migration support, duplicate management, reporting foundations, Git, deployment tooling, CI/CD and environment promotion.
Functional experience
- Banking, financial services, CRM or customer servicing experience.
- Customer onboarding, KYC, sales pipeline or case management exposure.
- Experience working with product owners and business stakeholders on regulated customer journeys.
Preferred certifications
- Salesforce Platform Developer I
- Salesforce Service Cloud Consultant
Ways of working expectations
- Work from approved user stories and clearly documented acceptance criteria.
- Follow agreed branching, source control, pull request and peer review standards.
- Build securely using appropriate access controls, permission models and data-handling standards.
- Maintain testable, reusable and supportable components.
- Support environment progression, release readiness and post-deployment validation.
Success measures
- Reliable delivery of CRM and FSC enhancements against approved stories.
- Improved customer onboarding, servicing and relationship management outcomes.
- Reduced rework through quality design, testing and peer review participation.
- Successful deployment through approved release and change processes.
- Compliance with Salesforce, security, data and architecture standards.
Core competencies
- Intermediate-level delivery mindset with ability to work independently on assigned user stories and escalated risks early.
- Strong collaboration with Business Analysts, Product Owners, Architects, QA, DevOps and Release Management teams.
- Working knowledge of Agile delivery, sprint ceremonies, story refinement, acceptance criteria and demo preparation.
- Awareness of banking, customer data, information security and regulatory compliance expectations.
- Disciplined documentation, code review participation, defect resolution and production support practices.
Skills
GIT LWC Apex MuleSoft SOQL SOSL CI/CD Flow FSC data model