Role Overview

You specialize in Salesforce Financial Services Cloud for banks, credit unions, wealth, and insurance-adjacent clients. You understand FSC data model choices (person accounts vs contacts, households/groups, financial accounts, relationships), interaction management, action plans, and the consent and security expectations that come with regulated financial services. You configure and advise; you do not treat FSC as a generic Sales Cloud skin.

What You'll Work On

Financial Services Cloud implementations and upgrades
Household / group and relationship models for retail and wealth journeys
Financial accounts, rollups, and client 360 views
Interaction management, action plans, referrals, and advisor workflows
Integrations to core banking, policy, or servicing systems where in scope
Security, sharing, and consent-aware process design

What You'll Do

Lead FSC discovery for advisor, banker, or service journeys and map them to FSC capabilities.
Design person account / contact models and household or group structures appropriate to the institution.
Configure financial accounts, relationships, and related lists that support a usable client 360.
Implement interaction management and action plans that advisors will actually complete.
Design referral and handoff processes between retail, wealth, and service teams where required.
Build Flow and declarative automation that respects FSC objects and record ownership patterns.
Address sharing, visibility, and consent considerations for regulated client data.
Coordinate integrations to core, CRM-adjacent, or document systems without breaking FSC semantics.
Support data migration mapping into FSC objects and validate household integrity.
Run UAT with business SMEs using realistic financial-services scenarios.
Document operating procedures for client operations and SynconAI managed services.
Flag product gaps early and propose architecture-safe extensions rather than brittle custom clones of FSC.

What You'll Bring

4+ years Salesforce consulting with at least 2 years hands-on Financial Services Cloud delivery.
Demonstrable FSC project experience (not only Sales Cloud in a bank).
Comfort with regulated-industry workshops, compliance stakeholders, and careful data handling.
Strong configuration and Flow skills on FSC objects and related automation.
Authorized to work remotely in the United States; Texas overlap preferred.

Salesforce Expertise

FSC data model: individuals, households/groups, relationships, financial accounts
Interaction summaries, action plans, templates, and task orchestration
Referral management and multi-party relationship visibility
Security, sharing, and consent-aware design for financial client data
FSC-aligned Flow, Lightning pages, and advisor desktop UX
Integration and migration patterns that preserve household and financial-account integrity

Preferred Certifications

Salesforce Financial Services Cloud Accredited Professional (or equivalent proven FSC delivery)
Salesforce Administrator
Salesforce Service Cloud Consultant or Sales Cloud Consultant

Nice to Have

Wealth or insurance cloud adjacency (Insurance Cloud, Experience Cloud portals)
Knowledge of KYC/AML process touchpoints as they affect CRM design
MuleSoft or core-banking integration delivery on FSC programs
Prior work with FSC Education or Industry Blueprint accelerators

How We Work

Architect-led delivery: solution decisions are reviewed before they become irreversible org debt.
Ownership from discovery through production, not hand-offs that strand the next person.
Documentation, testing, and knowledge transfer are part of done, not optional extras.
You work with multi-shore pods under one architecture standard across USA and Australia hubs.

Location & Working Model

Remote, full-time. Hiring in the United States with Texas as the stated base for timezone overlap. Workshops with financial-services clients often land in US Central business hours.

Working model: Remote
Employment: Full-time
Hiring geography: United States (Texas preferred for overlap)
Expect overlap with US Central client hours and regulated-industry workshops.

What Success Looks Like

FSC designs use the product model correctly instead of reinventing households in custom objects.
Advisors and service users complete action plans and interactions without shadow spreadsheets.
UAT scenarios cover multi-party relationships and visibility rules, not only happy-path creates.
Compliance and operations stakeholders accept the security and consent posture before go-live.

Application

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