Salesforce Consultant

Job Description

Salesforce Consultant

As a Salesforce  Consultant, you help financial organizations optimize and digitize their customer processes. You understand the logic of Salesforce , grasp the dynamics of financial services, and translate complex challenges into robust, scalable solutions. You work closely with product owners, business stakeholders, and developers, taking a leading role in analysis, configuration, and quality assurance. 

What you will do

• Analyze processes in areas such as customer management, advisory, lending, or service
• Translate business requirements into concrete Salesforce solutions
• Configure Salesforce functionality (Households, Financial Accounts, Action Plans, Interaction Summaries, etc.
• Create user stories and functional designs
• Lead workshops and refinement sessions with business and IT
• Advise on optimizations, new releases, and salesforce best practices
• Collaborate with developers on integrations, data migrations, and technical implementation
• Perform functional testing

What you bring

• 4–5 years of experience as a Salesforce consultant, analyst, or product specialist
• Strong knowledge of Salesforce configuration (Flows, data model, permissions, automation)
• Experience designing and configuring OmniStudio components such as FlexCards, OmniScripts, and DataRaptors
• Strong analytical skills, structured working style, and strong communication abilities

• At least two relevant Salesforce certifications, for example: 
  • Salesforce Administrator (ADM 201)
  • Platform App Builder
  • Business Analyst
  • Financial Services Cloud Accredited Professional (big plus)
  • OmniStudio Consultant (plus)
  • Sales Cloud Consultant or Service Cloud Consultant

Nice-to-haves

• Experience with (Mulesoft) integrations
• Knowledge of compliance requirements within financial services