Salesforce Financial Services Cloud SME
Salesforce Financial Services Cloud (FSC) Subject Matter Expert (SME)
About the Role
We are seeking a seasoned Salesforce Subject Matter Expert (SME) with specialized, hands-on experience in Financial Services Cloud (FSC) for a targeted, short-term consulting engagement. In this role, you will partner directly with a financial services client to bridge the gap between business objectives and Salesforce technology—translating business stakeholder vision into actionable functional requirements and clear dashboard specifications.
Key Responsibilities
- Stakeholder Engagement: Facilitate discovery sessions with key financial services stakeholders to understand business needs, pain points, and reporting requirements.
- Requirements Gathering: Translate business goals into detailed functional specifications, user stories, and technical requirements tailored to the Salesforce FSC platform.
- Dashboard & Analytics Design: Define specifications for executive and operational dashboards, performance metrics, and reporting within Financial Services Cloud.
- Advisory & Guidance: Serve as the strategic advisor on FSC best practices, data structures, and platform capabilities.
Required Qualifications & Experience
- Salesforce FSC Expertise: Proven hands-on implementation and configuration experience with Salesforce Financial Services Cloud.
- Financial Services Industry Focus: Deep domain knowledge within financial services, wealth management, banking, or insurance processes.
- Business Analysis & Requirements Design: Exceptional capability to lead stakeholder discussions, gather requirements, and author technical/functional specifications.
- Dashboard Specification: Strong experience designing specs for Salesforce reports and dashboards to track key performance metrics.
- Communication: Clear, concise communication skills with the ability to articulate technical solutions to non-technical business leaders.
Work Details
- Engagement: Part-time contract (approx. 10 hours per week for 4 weeks).
- Location: 100% Remote.