Salesforce Solution Consultant-Financial Services Cloud

We are a team of talented, highly skilled professionals in Salesforce consulting. Our consultants are some of the best in the industry and focus on all Salesforce, all the time. We've been around since 2016 and although we are headquartered in Indiana, we are remote friendly and hire across the United States. Whether you are an experienced consultant or you are interested in starting a career in the Salesforce ecosystem, we want to hear from you!

Interested? Keep reading to see if this role is right for you!

The Salesforce Solution Consultant will support ongoing Salesforce CRM Core and FSC/ Financial Services Cloud initiatives across multiple client engagements. Candidates must have 1-3+ years of hands-on experience as a Salesforce Solution Consultant, with strong core platform expertise including Financial Services, Sales Cloud and Service Cloud. In addition 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) experience is necessary.

This role requires the ability to translate business requirements into scalable Salesforce solutions, provide technical guidance, and ensure best-practice implementations. Must be authorized to work in the United States; corp-to-corp arrangements are not permitted. This is a 100% remote role, open to candidates located anywhere in the U.S.

• 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 both internal and external clients
• Mentor internal team members and contribute to the technical standards and best practices
• Demonstrate genuine passion for Salesforce solutions and fostering team collaboration

• Bachelor’s Degree or equivalent experience
• 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
• 1+ years proven success in client facing roles such as a Solution Architect, Technical Lead or Senior Consultant
• 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
• 1-3 years of Salesforce solution design and delivery experience, preferably in a consulting or partner environment
• 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 following Salesforce

Certifications:

• Salesforce Certified Business Analyst
• Salesforce Certified Platform App Builder
• Salesforce Certified Service Cloud Consultant

• Remote first culture - yes…