Salesforce Consultant
Posted Updated
Summary
A Salesforce consultant acting as design authority for a Financial Services Cloud (FSC) solution in banking/lending: owning solution architecture, the FSC data model, org strategy, and integrations with core banking, KYC, screening and eSign services. Core tech: Salesforce FSC, OmniStudio, Flow, MuleSoft, REST/SOAP, DevOps.
Job Summary (List Format):
- Serve as the design authority for the Salesforce Financial Services Cloud (FSC) solution, holding end-to-end ownership of solution and technical architecture.
- Define and maintain the target architecture and FSC data model (including party, application, quote, and financial account), leveraging standard FSC objects.
- Lead decisions regarding Salesforce org strategy (new vs. extending existing org), security/sharing models, and environment management.
- Design integration patterns with various core banking/lending systems and services (e.g., decisioning, KYC/ID&V, screening, eSign), and set API and error-handling standards.
- Chair the design authority, reviewing and approving high-level and low-level designs, technical debt items, and non-functional requirements (performance, resilience, auditability).
- Support project estimation, solution assumptions, and clarifications; provide guidance to offshore technical leads.
- Ensure solution compliance with FCA, Consumer Duty, GDPR, and client security/architecture standards.
- Utilize deep expertise in FSC (Person Accounts, Action Plans, Financial Accounts, lending/onboarding objects).
- Apply skills in OmniStudio (OmniScripts, FlexCards, Integration Procedures, DataRaptors), Flow, and integration architecture (REST/SOAP, Platform Events, CDC, MuleSoft or similar).
- Manage large data volumes, sharing and visibility models, identity, and DevOps/CI-CD processes.
- (Desirable) Hold Salesforce Application/System Architect or CTA certifications, FSC Accredited Professional, and have UK banking/lending experience.
Note: FSC skill is mandatory for this role.
- Serve as the design authority for the Salesforce Financial Services Cloud (FSC) solution, holding end-to-end ownership of solution and technical architecture.
- Define and maintain the target architecture and FSC data model (including party, application, quote, and financial account), leveraging standard FSC objects.
- Lead decisions regarding Salesforce org strategy (new vs. extending existing org), security/sharing models, and environment management.
- Design integration patterns with various core banking/lending systems and services (e.g., decisioning, KYC/ID&V, screening, eSign), and set API and error-handling standards.
- Chair the design authority, reviewing and approving high-level and low-level designs, technical debt items, and non-functional requirements (performance, resilience, auditability).
- Support project estimation, solution assumptions, and clarifications; provide guidance to offshore technical leads.
- Ensure solution compliance with FCA, Consumer Duty, GDPR, and client security/architecture standards.
- Utilize deep expertise in FSC (Person Accounts, Action Plans, Financial Accounts, lending/onboarding objects).
- Apply skills in OmniStudio (OmniScripts, FlexCards, Integration Procedures, DataRaptors), Flow, and integration architecture (REST/SOAP, Platform Events, CDC, MuleSoft or similar).
- Manage large data volumes, sharing and visibility models, identity, and DevOps/CI-CD processes.
- (Desirable) Hold Salesforce Application/System Architect or CTA certifications, FSC Accredited Professional, and have UK banking/lending experience.
Note: FSC skill is mandatory for this role.