Salesforce Financial Services Cloud Consultant

  • Contract
  • New York
  • Location: New York, New York
  • Remote: Remote
  • Type: Contract
  • Job #77167

Job Title: Salesforce Financial Services Cloud Consultant

Job Summary:
The Salesforce Financial Services Cloud Consultant will work with our customer who is an investment bank, will be responsible for leveraging their expertise in Salesforce and Financial Services to optimize the functionality of the Salesforce Financial Services Cloud. This role involves collaborating with various stakeholders to understand business requirements, implementing customized solutions, and ensuring the seamless integration of the platform within the investment banking operations.

Key Responsibilities:

Analyze business processes and requirements to identify opportunities for leveraging Salesforce Financial Services Cloud.
Design, configure, and customize the Salesforce Financial Services Cloud to meet the specific needs of the investment bank.
Collaborate with cross-functional teams to ensure the successful integration of Salesforce Financial Services Cloud with existing systems and processes.
Provide technical expertise and guidance to stakeholders on the best practices for utilizing the Salesforce Financial Services Cloud.
Develop and conduct training sessions for end-users to facilitate a smooth adoption of the platform.
Perform regular system maintenance, updates, and troubleshooting to ensure the optimal performance of the Salesforce Financial Services Cloud.
Stay updated with the latest Salesforce features and industry trends to recommend improvements and enhancements to the platform.


Bachelor's degree in a relevant field or equivalent practical experience.
Salesforce certification(s) such as Salesforce Certified Financial Services Cloud Consultant or equivalent.
Proven experience in implementing and customizing Salesforce Financial Services Cloud within the financial services industry, preferably within an investment bank.
Strong understanding of investment banking operations and processes.
Excellent communication and interpersonal skills to effectively collaborate with various stakeholders.
Analytical and problem-solving skills to identify and resolve technical issues efficiently.
Ability to work in a fast-paced, dynamic environment and manage multiple priorities simultaneously.

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