Salesforce Financial Services Cloud Administrator
-
IT/Tech
Job Description & How to Apply Below
- Visa/Status:
Must be GC or US Citizen. No C2C or sponsorship. - Location:
USA Remote (Occasional travel to the client's corporate office may be necessary)
Our client partners with the world's most recognizable brands in the life sciences industry to empower growth and innovation. Their talented and dedicated professionals are committed to making a daily impact by helping organizations solve some of the world's most pressing healthcare challenges.
Position OverviewOur client utilizes Salesforce Financial Services Cloud (FSC) as their central Enterprise Resource Planning (ERP) platform. As the Salesforce FSC Administrator, you will manage this core business system by leading key process improvements, collaborating with stakeholders to identify and roll out enhancements, and ensuring the platform efficiently facilitates all critical business operations.
In this role, you will act as the crucial liaison between functional process owners, finance leadership, and technical resources. You will ensure the FSC ecosystem produces efficient results by monitoring system performance, implementing upgrades, and troubleshooting issues in a timely and professional manner. This position requires advanced learning, consistent use of independent judgment, and discretion.
Key Responsibilities- Own the Platform:
Serve as the lead administrator and subject-matter expert for Salesforce and Financial Services Cloud (FSC). Oversee security, sharing, profiles, permission sets, and org-wide configuration. - Administer FSC as an ERP:
Support Financial Services Cloud and related operational modules (projects, resource management, timecards, expenses, billing events). Keep the platform aligned with Finance and Resource Management processes to function seamlessly as the organization's ERP. - Set the
Roadmap:
Partner with business leaders to prioritize enhancements, build a Salesforce roadmap, and balance quick wins with long-term scalability. - Design Solutions:
Turn complex business requirements into well-designed solutions using custom objects, Flow, approval processes, validation rules, and Lightning pages. Know when a need calls for development or an App Exchange solution rather than out-of-the-box configuration. - Support the Project Lifecycle:
Configure and optimize the full professional services lifecycle, from opportunity to project, resource request, assignment, timecard, approval, and invoice. - Govern Changes & Data:
Establish and enforce standards for change management, naming conventions, documentation, sandbox strategy, and release management. Lead data quality, deduplication, migrations, and integrity initiatives, managing large-volume operations with Data Loader or similar tools. - Report and Analyze:
Build executive-level reports and dashboards covering pipeline, utilization, bench, backlog, project margin, and billing. - Manage Integrations and Vendors:
Coordinate integrations (Microsoft 365, e‑signature, external finance systems) with IT and implementation partners. Evaluate and administer App Exchange packages. - Mentor and Train:
Mentor junior administrators and power users. Lead user training and adoption efforts, and serve as the top escalation point for Salesforce support. - Stay Current:
Assess Salesforce and FSC releases, then recommend and roll out new features that add business value.
- Bachelor's Degree or equivalent.
- 5+ years of hands‑on Salesforce administration experience, including ownership of a complex, multi‑department organization.
- An active Salesforce certification (e.g., Platform Administrator, Advanced Administrator, or Platform App Builder).
- Expert‑level knowledge of Flow, security and sharing models, reports and…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
View / Apply for Jobs
Matching My Jurisdiction