Salesforce Solution Consultant – Financial Services Cloud

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist with ongoing Salesforce CRM Core and Financial Services Cloud projects across various client engagements.

• Spearhead solution discovery and technical design across different Salesforce clouds and implementations.

• Convert intricate business requirements into scalable and maintainable Salesforce solutions.

• Facilitate discovery, lead design sessions, and ensure stakeholder alignment for the successful completion of projects.

• Deliver projects with fixed scope or rapid implementation timelines.

• Collaborate as part of a project team with both internal and external clients.

• Mentor team members and contribute to the establishment of technical standards and best practices.

• Assist in go-live readiness, including deployment best practices.

• Exhibit enthusiasm for Salesforce solutions and promote team collaboration.

⛳️ Requirements

• Bachelor’s Degree or equivalent experience.

• Salesforce Certified Platform Administrator certification.

• 1-3+ years of practical experience as a Salesforce Solution Consultant.

• 1+ years of demonstrated success in client-facing roles such as Solution Architect, Technical Lead, or Senior Consultant.

• 1-3 years of experience in Salesforce solution design and delivery, ideally in a consulting or partner environment.

• Strong foundational expertise in core platforms, including Financial Services, Sales Cloud, and Service Cloud.

• Proficiency in data modeling, security and sharing, automation (Flows, validation rules, approval processes), reporting and dashboards, Lightning Experience configuration, and integration concepts (APIs, data imports, and system connectivity).

• Capability to conduct discovery sessions, document requirements, and translate them into scalable configurations.

• Experience in delivering fixed-scope or rapid implementation projects utilizing Salesforce best practices.

• Practical experience in implementing Sales Cloud and/or Service Cloud.

• Strong focus on Sales, Financial Services, and Experience Clouds.

• Familiarity with Digital Lending/Origination is a significant advantage.

• Experience with agile delivery models and consulting environments.

• Comprehensive understanding of Salesforce architecture, configuration, automation (Flows), and integration best practices.

• Ability to manage several projects concurrently.

• Excellent communication skills, with the ability to present technical concepts to business stakeholders.

• Capacity to work across various disciplines and adapt to new technologies or business processes.

• Strong knowledge of Salesforce data model, security, and standard automation tools (Flows, validation rules, approvals).

• Experience in supporting data imports, basic integrations, and go-live readiness, including deployment best practices.

• Comfort with managing multiple concurrent projects under tight deadlines.

• 1-3 of the listed Salesforce certifications, including Platform Administrator, Platform Administrator II, Business Analyst, Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant, or Financial Services Cloud Consultant.

• Must be authorized to work in the United States; corporate-to-corporate arrangements are not allowed.

🏝️ Benefits

• Remote-first culture.

• Unlimited PTO.

• 4% 401k match.

• Medical, dental, and vision insurance from day one.

• Company-paid STD, LTD, and life insurance.

• 11 paid holidays, including the day after the Super Bowl.

• Volunteer Program, which includes volunteer time off and matching donations.

• Bonus or commission eligibility, depending on your role.