Job Title : Salesforce Financial Services Cloud & Contact Centre SME
Location : Bangalore, India
Experience Required : 8–12 Years
Certifications : Salesforce Certified (Financial Services Cloud, Service Cloud, or equivalent)
Summary
We’re seeking a highly experienced and certified Salesforce SME with deep expertise in Financial
Services Cloud (FSC) and Contact Center solutions. This role is pivotal in bridging business
needs with technical execution, driving digital transformation across financial services operations
and customer engagement platforms. You’ll lead solution design, stakeholder collaboration, and
platform optimization for high-impact service delivery.
Key Responsibilities
- Act as the strategic interface between business units and technical teams to align
Salesforce capabilities with programs / projects and business goals.
Support implementation and optimization of Salesforce FSC and Service Cloud for contactcenter operations.
Design scalable solutions for customer onboarding, relationship management, and serviceautomation.
Integrate Salesforce with core systems, data platforms, third-party apps, and telephonyplatforms (e.g., CTI, IVR).
Develop and manage customer journeys, case workflows, and omni-channel servicestrategies.
Ensure compliance with financial regulations and data privacy standards.Conduct stakeholder workshops, training sessions, and platform demos to drive adoption.Stay current with Salesforce releases, especially FSC, Service Cloud, and AI-driven serviceenhancements.
Skills & Qualifications
8–12 years of hands-on experience in Salesforce, with strong exposure to FinancialServices Cloud and Data Cloud.
Salesforce certifications such as Financial Services Cloud Consultant, Service CloudConsultant, or Application Architect.
Proven ability to translate financial business processes into technical solutions.Experience with contact center technologies, including CTI integration, case routing, andservice analytics.
Strong understanding of financial products, customer lifecycle management, andregulatory compliance.
Proficiency in Apex, Flow, Lightning Components, and data modeling.Excellent communication, stakeholder engagement, and problem-solving skills.Knowledge of Genesys Cloud is an added advantage.