Salesforce Solution Consultant-Financial Services Cloud

OffpremTechnology

7d • Remote

About The Position

This role involves leading solution discovery and technical design across multiple Salesforce clouds, translating complex business requirements into scalable and maintainable Salesforce solutions. The consultant will guide discovery, lead design sessions, and facilitate stakeholder alignment to ensure successful project completion. They will deliver fixed-scope or rapid implementation projects, working as part of a project team with internal and external clients. Additionally, the role includes mentoring internal team members and contributing to technical standards and best practices, while fostering team collaboration and demonstrating a passion for Salesforce solutions.

Requirements

• Bachelor’s Degree or equivalent experience
• Salesforce Certified Platform Administrator certification
• Ability to run discovery sessions, document requirements, and translate them into scalable configurations
• Experience delivering fixed-scope or rapid implementation projects using Salesforce best practices
• Hands-on experience implementing Sales Cloud and/or Service Cloud. Strong emphasis on Sales, Financial Services and Experience Clouds
• Experience with Digital Lending/ Origination is a strong plus
• Experience with agile delivery models and consulting environments
• 1+ years proven success in client facing roles such as a Solution Architect, Technical Lead or Senior Consultant
• Strong grasp of Salesforce architecture, configuration, automation (Flows) and integration best practices
• Ability to manage multiple projects simultaneously
• Excellent communication skills and ability to present technical concepts to business stakeholders
• Ability to work across disciplines and adapt to unfamiliar technologies or business processes
• 1-3 years of Salesforce solution design and delivery experience, preferably in a consulting or partner environment
• Strong understanding of Salesforce data model, security, and standard automation tools (Flows, validation rules, approvals)
• Experience supporting data imports, basic integrations, and go-live readiness including deployment best practices
• Comfort managing multiple concurrent projects with tight timelines
• 1-3 of the following Salesforce Certifications: Salesforce Certified Platform Administrator, Salesforce Certified Platform Administrator II, Salesforce Certified Business Analyst, Salesforce Certified Platform App Builder, Salesforce Certified Sales Cloud Consultant, Salesforce Certified Service Cloud Consultant, Salesforce Financial Services Cloud Consultant

Nice To Haves

• Experience with Digital Lending/ Origination

Responsibilities

• Lead solution discovery and technical design across multiple Salesforce clouds and implementations
• Translate complex business requirements into scalable, maintainable Salesforce solutions
• Guide discovery, lead design sessions, and facilitate stakeholder alignment through successful completion of projects
• Deliver fixed-scope or rapid implementation projects
• Work as part of a project team alongside both internal and external clients
• Mentor internal team members and contribute to the technical standards and best practices
• Demonstrate genuine passion for Salesforce solutions and fostering team collaboration

Benefits

• Remote first culture
• Unlimited PTO
• 4% 401k match
• Medical, dental and vision insurance from day one!
• Company paid STD, LTD and life insurance
• 11 paid holidays, including the day after the Superbowl!
• Volunteer Program, including volunteer time off and matching donations
• Tuesday start dates for new hires
• Bonus or commission eligible, depending upon your role

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree