The Senior Salesforce Consultant is a strategic advisor to both clients and internal teams, specializing in the Financial Services sector. This role leads the discovery, design, and delivery of high-impact solutions built on Financial Services Cloud (FSC). By bridging the gap between complex financial business needs and technical execution, this role drives the requirements process, optimizes industry-specific workflows (like Lead-to-Cash or Wealth Management onboarding), and ensures solution alignment with regulatory and business goals. Responsibilities:
Strategic Financial Requirements Leadership:
Lead discovery sessions with executive stakeholders in Banking, Insurance, and Wealth Management to define business challenges.
Translate complex financial processes (e.g., loan origination, policy management, or client financial profiles) into actionable FSC requirements and solution roadmaps.
Drive alignment between business objectives and technical feasibility, specificall...