The role is for a Salesforce Lead/Solution Architect specializing in Financial Services Cloud, requiring extensive expertise in banking, client engagement, requirements leadership, and global delivery management.
Job Description
Job Title: Salesforce Lead/ Solution Architect - FSC SME
Location: Remote (NYC preferred)
Duration: 3 months with possible extensions (Contract to hire)
Job Summary:
Job Description: Financial Services Cloud (FSC) SME – Banking
Role Overview
- We are looking for a Financial Services Cloud (FSC) SME with strong client-facing, requirements leadership, and delivery management capabilities to drive end-to-end Salesforce transformations in the banking and financial services domain.
This role blends:
- Deep banking domain expertise
- Strong Salesforce FSC solutioning
- Ability to independently drive requirements and client priorities
- Experience leading global (onshore–offshore) delivery teams
Key Responsibilities
Client Engagement & Advisory
- Act as a trusted advisor to business and technology stakeholders
- Lead discovery workshops, design sessions, and roadmap discussions
- Translate business goals into platform-aligned transformation strategies
- Help define and prioritize client initiatives, KPIs, and success metrics
Requirements & Solution Leadership
- Independently drive end-to-end requirement gathering (business, functional, process)
- Define to-be operating models and customer journeys across banking domains
- Design scalable solutions leveraging:
- Financial Services Cloud
- Service Cloud
- Salesforce Data Cloud
- Ensure alignment across process, data model, integrations, and user experience
Banking Domain Expertise
Apply strong knowledge of:
- Retail & commercial banking
- Wealth management & client servicing
- Lending lifecycle (origination to servicing)
- KYC, onboarding, and compliance workflows
- Leverage FSC capabilities for:
- Customer 360 & householding
- Relationship management
- Financial accounts & interactions
- Regulatory and servicing processes
Delivery Leadership (Onsite–Offshore Model)
- Lead distributed teams (onshore + offshore pods) across design and delivery
- Drive backlog prioritization, sprint planning, and execution governance
- Ensure delivery aligns with business outcomes, timelines, and quality standards
- Mentor and guide architects, developers, and analysts
Stakeholder & Program Governance
- Engage with senior client stakeholders to align priorities and trade-offs
- Provide program-level oversight, risk management, and escalation handling
- Track and communicate value realization and ROI
Transformation & Innovation
- Drive adoption of AI/Agentforce-led service models
- Identify opportunities for automation, productivity gains, and CX improvement
- Contribute to building reusable assets, accelerators, and industry solutions
Required Qualifications
- 10–15+ years of experience in Salesforce and digital transformation programs
- 5+ years of hands-on experience with: Financial Services Cloud
- Strong experience in banking / financial services domain
- Proven ability to: Lead client workshops independently
- Drive requirements end-to-end without supervision
- Manage global delivery teams
Preferred Qualifications
- Salesforce certifications (FSC, Service Cloud Consultant)
- Experience with API-led integrations (e.g., MuleSoft)
- Exposure to AI/Agentforce use cases (KYC, underwriting, collections, servicing)
- Experience in large-scale transformation programs ($5M+ deals)
All your information will be kept confidential according to EEO guidelines.
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