The Role
Configure and optimize Salesforce Financial Services Cloud for banking, wealth management, lending, and insurance operations. Responsibilities include implementing FSC data models, relationship hierarchies, workflows, Action Plans, Life Events, compliance controls, integrations with financial systems, and advanced Salesforce Flows while collaborating on Apex and Lightning Web Components integrations.
Summary Generated by Built In
This is a remote position.
Salesforce Financial Services Cloud (FSC) Specialist
Job Details
- Employment Type: Contract
- Work Mode: Remote
- Location: Offshore
- Total Experience Required: 4 to 7 years
- Relevant Experience Required: 3+ years of dedicated implementation experience with Salesforce Financial Services Cloud (FSC)
- Mandatory Certification: Salesforce Certified Financial Services Cloud Consultant
Job Summary
We are seeking a Salesforce Financial Services Cloud (FSC) Specialist to design, customize, and optimize our institutional financial operations platform. The ideal candidate will bridge institutional financial requirements with native Salesforce architecture, configuring advanced customer wealth profiles, relationship matrices, policy frameworks, and strict regulatory compliance controls.
Key Responsibilities
- Configure and customize core FSC data models, implementing Person Accounts, Financial Accounts, Assets and Liabilities, and Financial Holdings.
- Map complex relational hierarchies using Actionable Relationship Maps (ARC) and Householding models to provide a unified Customer 360 view for advisors and agents.
- Build automated operational workflows tailored to financial verticals, including client onboarding, mortgage application pipelines, and policy servicing requests.
- Configure Action Plans and Life Events modules to automate high-touch advisor tasks and track critical client milestones dynamically.
- Implement strict data governance and regulatory compliance layers, establishing Compliant Data Sharing (CDS) rules to secure sensitive financial records.
- Design integration touchpoints between Salesforce FSC and core banking systems, portfolio management tools, insurance engines, or external credit bureaus.
- Develop declarative automation scripts via advanced Salesforce Flows while collaborating with programmatic engineers on Apex integrations and Lightning Web Components (LWC).
Requirements
- 4 to 7 years of core Salesforce configuration experience, with 3+ dedicated years actively designing and deploying solutions on the Financial Services Cloud (FSC) platform.
- Strong domain knowledge of financial verticals, such as retail banking, wealth management, commercial lending, or insurance structures.
- Deep mastery of core platform features (Flows, Security Sharing Architecture, Custom Objects) alongside native FSC objects and data packages.
- Mandatory certification: Salesforce Certified Financial Services Cloud Consultant.
Preferred Qualifications
- Salesforce Certified Sales Cloud Consultant, Service Cloud Consultant, or Platform App Builder certification.
- Prior consulting or enterprise experience implementing FSC across global multi-currency institutional environments with complex legal entity boundaries.
Skills Required
- 4 to 7 years of core Salesforce configuration experience
- 3+ years of dedicated Salesforce Financial Services Cloud implementation experience
- Salesforce Certified Financial Services Cloud Consultant certification
- Strong knowledge of retail banking, wealth management, commercial lending, or insurance
- Deep mastery of Salesforce Flows, security sharing architecture, custom objects, and native FSC objects and data packages
- Salesforce Certified Sales Cloud Consultant, Service Cloud Consultant, or Platform App Builder certification
- Prior consulting or enterprise experience implementing FSC in global, multi-currency institutional environments
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The Company
What We Do
FyerX is a Bengaluru-based digital marketing agency that helps businesses strengthen their online presence and generate leads and sales. Its services span branding, logo and brand-guideline development, photography and video production, UI/UX design, website development, social media marketing, search engine optimization, email marketing, ecommerce marketing, and digital advertising across platforms such as Google, Facebook, Instagram, and YouTube.
