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Salesforce Financial Services Cloud (FSC) Specialist

FyerX - Your Trusted Marketing Partner

Role overview

Qualifications

  • 4 to 7 years of core Salesforce configuration experience
  • 3+ dedicated years actively designing and deploying solutions on the Financial Services Cloud (FSC) platform
  • Strong domain knowledge of financial verticals such as retail banking, wealth management, or insurance structures
  • Salesforce Certified Financial Services Cloud Consultant

Responsibilities

  • Configure and customize core FSC data models, implementing Person Accounts, Financial Accounts, Assets and Liabilities, and Financial Holdings
  • Map complex relational hierarchies using Actionable Relationship Maps (ARC) and Householding models to provide a unified Customer 360 view
  • Build automated operational workflows tailored to financial verticals, including client onboarding and policy servicing requests
  • Implement strict data governance and regulatory compliance layers, establishing Compliant Data Sharing (CDS) rules

Key facts

  • Remote from: Anywhere
  • Full time
  • Mid-level (2-5 years)
  • Cloud Computing Specialist
  • English

Hard skills

Other skills

  • Problem Solving
  • Collaboration
  • Communication

About the company

FyerX - Your Trusted Marketing Partner logo

FyerX - Your Trusted Marketing Partner

Digital Marketing & SEO Agencies

We are Digital Marketers with one primary focus. We help you realize improved outcomes from digital marketing strategies and services. Your success with us will be realized in large steps or in small incremental steps. FyerX, Bangalore is run by a passionate team of marketing experts who have devoted their time and expertise to make your business grow in the online world in this technology age. We fuel the growth of purpose driven brands through strategy activation, design empowerment, and market adoption. From cultivating new ideas to connecting the dots for customers or users, these are our core principles. Leverage our expertise to: Improve global online reach & visibility Strengthen local visibility Develop integrated marketing plans Drive growth for your brand online Improve and enhance your online reputation Measure and optimize digital efforts Craft effective digital campaigns Build your digital strategy

Company details

IndustryDigital Marketing & SEO Agencies
Company size11 - 50

Links

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Job description

This is a remote position.

Salesforce Financial Services Cloud (FSC) Specialist

Job Details
  • Employment Type: Contract
  • Work Mode: Remote
  • Location: Offshore
  • Total Experience Required: 4 to 7 years
  • Relevant Experience Required: 3+ years of dedicated implementation experience with Salesforce Financial Services Cloud (FSC)
  • Mandatory Certification: Salesforce Certified Financial Services Cloud Consultant

Job Summary
We are seeking a Salesforce Financial Services Cloud (FSC) Specialist to design, customize, and optimize our institutional financial operations platform. The ideal candidate will bridge institutional financial requirements with native Salesforce architecture, configuring advanced customer wealth profiles, relationship matrices, policy frameworks, and strict regulatory compliance controls.

Key Responsibilities
  • Configure and customize core FSC data models, implementing Person Accounts, Financial Accounts, Assets and Liabilities, and Financial Holdings.
  • Map complex relational hierarchies using Actionable Relationship Maps (ARC) and Householding models to provide a unified Customer 360 view for advisors and agents.
  • Build automated operational workflows tailored to financial verticals, including client onboarding, mortgage application pipelines, and policy servicing requests.
  • Configure Action Plans and Life Events modules to automate high-touch advisor tasks and track critical client milestones dynamically.
  • Implement strict data governance and regulatory compliance layers, establishing Compliant Data Sharing (CDS) rules to secure sensitive financial records.
  • Design integration touchpoints between Salesforce FSC and core banking systems, portfolio management tools, insurance engines, or external credit bureaus.
  • Develop declarative automation scripts via advanced Salesforce Flows while collaborating with programmatic engineers on Apex integrations and Lightning Web Components (LWC).




Requirements

  • 4 to 7 years of core Salesforce configuration experience, with 3+ dedicated years actively designing and deploying solutions on the Financial Services Cloud (FSC) platform.
  • Strong domain knowledge of financial verticals, such as retail banking, wealth management, commercial lending, or insurance structures.
  • Deep mastery of core platform features (Flows, Security Sharing Architecture, Custom Objects) alongside native FSC objects and data packages.
  • Mandatory certification: Salesforce Certified Financial Services Cloud Consultant.

Preferred Qualifications
  • Salesforce Certified Sales Cloud Consultant, Service Cloud Consultant, or Platform App Builder certification.
  • Prior consulting or enterprise experience implementing FSC across global multi-currency institutional environments with complex legal entity boundaries.





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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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