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Salesforce Solution Consultant – Financial Services Cloud
Offprem Technology. Support ongoing Salesforce CRM Core and Financial Services Cloud initiatives across multiple client engagements .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Salesforce solution design and delivery, with a strong focus on Financial Services, Sales Cloud, and Service Cloud. Proven ability to translate complex business requirements into scalable Salesforce solutions while managing multiple projects and fostering team collaboration.
Highest-signal resume keywords
Salesforce Solution DesignSalesforce Certified Platform AdministratorClient Facing Roles ExperienceSales Cloud ImplementationAgile Delivery Models
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Salesforce ArchitectureData ModelingAutomation (Flows)Integration Concepts (APIs)Reporting and DashboardsLightning Experience ConfigurationSecurity and SharingValidation RulesApproval ProcessesDigital Lending/Origination
Soft Skills
Excellent Communication SkillsStakeholder AlignmentMentoring Team MembersAdaptability to Unfamiliar TechnologiesProject Management
Tools & Technologies
Salesforce CRMFinancial Services CloudSales CloudService Cloud
Certifications & Qualifications
Salesforce Certified Platform AdministratorSales Cloud ConsultantService Cloud ConsultantFinancial Services Cloud ConsultantPlatform App Builder
Industry Keywords
Consulting EnvironmentFixed-Scope ProjectsRapid Implementation ProjectsGo-Live ReadinessStakeholder Engagement
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Support ongoing Salesforce CRM Core and Financial Services Cloud initiatives across multiple client engagements
- Lead solution discovery and technical design across multiple Salesforce clouds and implementations
- Translate complex business requirements into scalable, maintainable Salesforce solutions
- Guide discovery, lead design sessions, and facilitate stakeholder alignment through successful completion of projects
- Deliver fixed-scope or rapid implementation projects
- Work as part of a project team alongside internal and external clients
- Mentor internal team members and contribute to technical standards and best practices
- Support go-live readiness, including deployment best practices
- Demonstrate passion for Salesforce solutions and foster team collaboration
Requirements
What you’ll need- Bachelor’s Degree or equivalent experience
- Salesforce Certified Platform Administrator certification
- 1-3+ years of hands-on experience as a Salesforce Solution Consultant
- 1+ years proven success in client facing roles such as a Solution Architect, Technical Lead or Senior Consultant
- 1-3 years of Salesforce solution design and delivery experience, preferably in a consulting or partner environment
- Strong core platform expertise including Financial Services, Sales Cloud and Service Cloud
- Experience with 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)
- Ability to run discovery sessions, document requirements, and translate them into scalable configurations
- Experience delivering fixed-scope or rapid implementation projects using Salesforce best practices
- Hands-on experience implementing Sales Cloud and/or Service Cloud
- Strong emphasis on Sales, Financial Services and Experience Clouds
- Experience with Digital Lending/Origination is a strong plus
- Experience with agile delivery models and consulting environments
- Strong grasp of Salesforce architecture, configuration, automation (Flows) and integration best practices
- Ability to manage multiple projects simultaneously
- Excellent communication skills and ability to present technical concepts to business stakeholders
- Ability to work across disciplines and adapt to unfamiliar technologies or business processes
- Strong understanding of Salesforce data model, security, and standard automation tools (Flows, validation rules, approvals)
- Experience supporting data imports, basic integrations, and go-live readiness including deployment best practices
- Comfort managing multiple concurrent projects with tight timelines
- 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; corp-to-corp arrangements are not permitted
Benefits
Comp & perks- 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 Superbowl
- Volunteer Program, including volunteer time off and matching donations
- Bonus or commission eligible, depending upon your role