Financial Service Cloud Consultant

WE ARE

SoftServe is a digital authority that advises and provides services at the cutting edge of technology. We empower enterprises and software companies to (re)identify their differentiation, accelerate solution development, and vigorously compete in today’s digital economy.

Our Salesforce Center of Excellence (CoE) is a dynamic team of over 90 architects, engineers, consultants, and quality control specialists dedicated to Salesforce excellence. We deliver end-to-end Salesforce solutions, from pre-sales support and architecture planning to full-scale implementation and post-deployment support.

IF YOU ARE

• Experienced in Salesforce consulting or implementation for 3+ years
• Hands-on with Salesforce Financial Services Cloud
• Knowledgeable in Sales Cloud, Service Cloud, Experience Cloud, and other Salesforce products
• Deeply familiar with financial services processes, including banking, wealth management, insurance, lending, or asset management
• Excellent in communication with strong stakeholder management skills
• Capable of leading workshops and presenting complex concepts in simple terms
• Analytical with strong problem-solving abilities
• Effective working both independently and collaboratively within a team
• Familiar with regulatory compliance, such as KYC, AML, and GDPR (nice to have)
• Certified as Salesforce Financial Services Cloud Accredited Professional, Salesforce Administrator, Salesforce Sales Cloud / Service Cloud Consultant, or Salesforce Platform App Builder (would be a plus)

AND YOU WANT TO

• Collaborate with clients to gather and analyze business requirements
• Conduct workshops and discovery sessions focused on financial services processes
• Translate business needs into functional and technical solutions within Salesforce FSC
• Design end-to-end solutions leveraging Financial Services Cloud features such as Client Data Model, Relationship Groups, Financial Accounts, Action Plans, and Interaction Summaries
• Configure Salesforce FSC components, including Lightning apps, flows, page layouts, and automation
• Integrate FSC with external systems
• Work closely with cross-functional teams (technical architects, developers, admins, business analysts)
• Provide best practices and guidance to ensure adoption and maximize ROI for clients
• Develop training materials and deliver end-user training sessions
• Provide ongoing support, troubleshooting, and optimization of FSC solutions

TOGETHER WE WILL

• Work on diverse, high-impact Salesforce projects across various industries
• Enhance your expertise with advanced certifications and professional development resources
• Build exceptional client experiences and deliver innovative solutions that drive business growth
• Foster a culture of learning and collaboration within a supportive, growth-oriented environment