FSC SME

Job Title: Salesforce Financial Services Cloud SME

Location: Bangalore India

Experience Required: 8–12 Years

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

Summary

We’re seeking a highly experienced and certified Salesforce SME with deep expertise in Financial

Services Cloud (FSC). This role is pivotal in bridging business needs with technical execution

driving digital transformation across financial services operations and customer engagement

platforms. You’ll lead solution design stakeholder collaboration and platform optimization for high-

impact service delivery.

Key Responsibilities

Act as the strategic interface between business units and technical teams to align

Salesforce capabilities with programs/projects and business goals.

Support implementation and optimization of Salesforce Financial Service Cloud and Service

Cloud.

Design scalable solutions for customer onboarding relationship management and service

automation leveraging different capabilities of salesforce like Data Cloud Agentforce and

others as needed.

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.

Conduct 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

8–12 years of hands-on experience in Salesforce with strong exposure to Financial Services

Cloud and Service Cloud.

Salesforce certifications such as Financial Services Cloud Consultant Service Cloud

Consultant or Application Architect.

Proven ability to translate financial business processes into technical solutions.

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.

Good to have knowledge of contact center technologies including CTI integration case

routing and service analytics.