Salesforce Financial Services Competency Head

Salesforce Financial Services Competency Hea

Job Description

A Salesforce Financial Services Competency Head is responsible for overseeing the strategic direction and day-to-day operations of a dedicated Center of Excellence (CoE) focused on leveraging Salesforce Financial Services Cloud within a financial institution ensuring optimal utilization of the platform to streamline business processes enhance customer experiences and drive key performance indicators across sales service and wealth management functions.

Key Responsibilities:

Strategic Leadership:

• Define the vision and roadmap for the Salesforce Financial Services CoE aligning with overall business objectives and industry trends.

• Define and lead the GTM strategy

• Establish governance standards and best practices for Salesforce usage across the organization.

• Identify opportunities to leverage the Salesforce platform for new business initiatives and customer engagement strategies.

Implementation and Development:

• Define build and present offers in financial services leveraging FSC nCino Certinia etc.

• Lead business development presales customer solutioning efforts from the front

• Lead the design development and deployment of Salesforce solutions tailored to specific financial services needs including custom objects workflows and integrations.

• Deep understanding of nCino functionalities including loan origination customer onboarding account management and integrations with other systems.

• Manage project teams responsible for Salesforce implementations upgrades and enhancements.

• Oversee data migration and cleansing processes to ensure data quality within Salesforce.

Stakeholder Management:

• Collaborate closely with business leaders across sales pre-sales service wealth management and operations to understand their requirements and translate them into Salesforce solutions.

• Collaborate closely with salesforce product and sales team to influence product roadmap and delivery execution

• Facilitate communication and alignment between the CoE team business stakeholders and IT teams.

• Advocate for the value of Salesforce to key decision-makers and drive adoption across the organization.

Team Leadership and Development:

• Build and manage a high-performing Salesforce CoE team including developers administrators analysts and consultants.

• Provide coaching mentorship and professional development opportunities for team members.

• Foster a culture of innovation and continuous improvement within the CoE.

Performance Monitoring and Optimization:

• Establish key performance indicators (KPIs) to measure the effectiveness of Salesforce implementations and user adoption.

• Analyze usage data to identify areas for improvement and implement necessary adjustments.

• Monitor system performance and address any technical issues.

Required Skills and Experience:

• 12 years of experience in Financial Services cloud and nCino

• Certifications: Admin Sales Service FSC Specialist Superbadge FSC AP OmniStudio Consultant Banking AP Experience Cloud Consultant nCino

• Deep understanding of Salesforce Financial Services Cloud features and functionalities.

• Extensive experience in Salesforce implementation customization and configuration.

• Proven ability to lead and manage cross-functional teams across development business analysis and project management.

• Strong communication and stakeholder management skills to effectively collaborate with diverse teams.

• Knowledge of financial services industry practices and regulations.

• Experience with data analysis and reporting to measure Salesforce performance.

• Proven experience in leading successful nCino implementations within the banking industry

• Deep understanding of banking operations loan lifecycle management and related regulatory requirements

• Open to travel (25%)