Salesforce Financial Services Cloud Tech Lead (MT710ST RM 4208)

Position: Salesforce Financial Services Cloud Tech Lead (MT710ST RM 4208)

Required Skills : FSC, financial services cloud

Certifications: Salesforce Certified (Financial Services Cloud, Service Cloud, or equivalent)

Summary
We’re seeking a experienced and certified Salesforce Financial Services Cloud (SF FSC) with deep expertise in Financial Services Cloud (FSC) and Contact Center solutions. This role demands expertise in SF FSC tools and the ability to deliver configurations and customizations in SF FSC. This role is for financial services (especially insurance domain) requiring good communication skills, and the ability to translate business needs into scalable solutions. Experience with financial services industry in Asia market is an added advantage.

Key Responsibilities

• Understand and implement SF FSC requirements based on agreed design and aligned by best practices in Salesforce
• Support implementation and optimization of Salesforce FSC and Service Cloud for contact center operations.
• Implement scalable solutions for customer/agent onboarding, relationship management, and service automation.
• Integrate Salesforce with core systems, data platforms, third-party apps, and telephony platforms (e.g., CTI, IVR).
• Develop and manage customer journeys, case workflows, and omni-channel service strategies.
• Ensure compliance with financial regulations and data privacy standards.
• Support stakeholder workshops, training sessions, and platform demos to drive adoption.
• Stay current with Salesforce releases, especially FSC, Service Cloud, and AI-driven service enhancements.

Skills & Qualifications

• 7-10 years of hands-on experience in Salesforce, with strong exposure to Financial Services Cloud and Data Cloud.
• Salesforce certifications such as Financial Services Cloud Consultant or Application Architect.
• Proven ability to translate financial business processes into technical solutions.
• Experience with contact center technologies, including CTI integration, case routing, and service analytics.
• Strong understanding of financial products, customer lifecycle management, and regulatory compliance.
• Proficiency in Apex, Flow, Lightning Components, and data modeling.
• Excellent communication, stakeholder engagement, and problem-solving skills.
• Knowledge of Genesys Cloud is an added advantage.

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