Salesforce Financial Services Cloud (FSC) Specialist

This is a remote position.

• 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
  

• 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.
  

• 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.