Salesforce Developer (Financial Services Cloud Vertical Solution)

Location : Remote
Duration : 6 + Months

Years of Experience – 5+
 
Summary:
A results-driven Salesforce Developer with 2 to 4 years of experience  specializing in the Financial Services Cloud (FSC) vertical solution. 
Proven expertise in leveraging Salesforce platform capabilities to design, develop, and implement customized solutions tailored to the unique needs of financial services organizations. 
Demonstrated track record in optimizing sales and service  processes, enhancing client relationships, and driving business growth within the financial secto

Key Skills:
Financial Services Cloud (FSC) Proficiency: Extensive understanding of FSC functionalities, including client profiles, financial accounts, referrals, and  compliance features, enabling effective requirement elicitation and solution design.
Business Process Analysis: Proven ability to analyze complex business processes, identify pain points, and recommend process improvements and  automation opportunities to enhance operational efficiency and client satisfaction.
Requirement Gathering and Documentation: Skilled in conducting stakeholder interviews, workshops, and JAD sessions to elicit, prioritize, and document  business requirements, user stories, and acceptance criteria.
Data Analysis and Visualization: Proficient in conducting data analysis to identify trends, patterns, and insights that inform decision-making, utilizing tools such as Salesforce reports and dashboards, Excel, and Tableau. 
Stakeholder Management: Effective communicator with the ability to build strong relationships with business stakeholders, IT teams, and third-party vendors to  ensure alignment of Salesforce solutions with organizational goals and  objectives.
Project Management: Familiarity with project management methodologies such as Agile and Waterfall, with experience in creating project plans, timelines, and  deliverables tracking to ensure successful project execution and stakeholder  satisfaction.

Experience:
Led the implementation of Financial Services Cloud for a major banking  institution, resulting in a centralized client view, improved cross-selling  opportunities, and enhanced compliance monitoring capabilities.
Developed custom Lightning components and Visualforce pages to enable financial advisors to track client portfolios, analyze investment performance, and  execute trades directly within Salesforce.
Configured automated workflows and approval processes to streamline client  onboarding, loan origination, and compliance documentation review processes,  reducing manual errors and accelerating time to market.
Implemented integrations with core banking systems, wealth management  platforms, and regulatory reporting tools to provide a holistic view of client  financial data and ensure data accuracy and consistency.
Provided training and support to financial advisors, relationship managers, and  back-office staff to drive adoption of Salesforce and maximize productivity gains  and ROI.

Certifications:
Salesforce Certified Platform Developera