Salesforce Solution Consultant – Financial Services Cloud

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🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🌐👩‍💻 Salesforce Developer

👻 Ghost score 10%

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Offprem Technology

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2016

💼 Consulting

📣 Marketing

🏥 Healthcare

Consulting • Marketing • Healthcare

Offprem Technology is a Salesforce-focused technology services firm that delivers end-to-end implementation, administration, customization, and managed services for the full Salesforce platform. Staffed by Salesforce-certified experts with cross-cloud experience (Sales, Service, Marketing, Experience, Data Cloud, MuleSoft, and more), they plan, design, build, deploy, operate, and evolve tailored Salesforce solutions for organizations across sectors such as education, health and life sciences, financial services, non-profits, public sector, retail, hospitality, and technology. Offprem emphasizes a proven delivery process, deep Salesforce expertise, and outcomes-driven partnerships to help businesses maximize their Salesforce investment.

📋 Description

• Support ongoing Salesforce CRM Core and Financial Services Cloud initiatives across multiple client engagements • Lead solution discovery and technical design across multiple Salesforce clouds and implementations • Translate complex business requirements into scalable, maintainable Salesforce solutions • Guide discovery, lead design sessions, and facilitate stakeholder alignment through successful completion of projects • Deliver fixed-scope or rapid implementation projects • Work as part of a project team alongside internal and external clients • Mentor internal team members and contribute to technical standards and best practices • Support go-live readiness, including deployment best practices • Demonstrate passion for Salesforce solutions and foster team collaboration

🎯 Requirements

• Bachelor’s Degree or equivalent experience • Salesforce Certified Platform Administrator certification • 1-3+ years of hands-on experience as a Salesforce Solution Consultant • 1+ years proven success in client facing roles such as a Solution Architect, Technical Lead or Senior Consultant • 1-3 years of Salesforce solution design and delivery experience, preferably in a consulting or partner environment • Strong core platform expertise including Financial Services, Sales Cloud and Service Cloud • Experience with data modeling, security and sharing, automation (Flows, validation rules, approval processes), reporting and dashboards, Lightning Experience configuration, and integration concepts (APIs, data imports, and system connectivity) • Ability to run discovery sessions, document requirements, and translate them into scalable configurations • Experience delivering fixed-scope or rapid implementation projects using Salesforce best practices • Hands-on experience implementing Sales Cloud and/or Service Cloud • Strong emphasis on Sales, Financial Services and Experience Clouds • Experience with Digital Lending/Origination is a strong plus • Experience with agile delivery models and consulting environments • Strong grasp of Salesforce architecture, configuration, automation (Flows) and integration best practices • Ability to manage multiple projects simultaneously • Excellent communication skills and ability to present technical concepts to business stakeholders • Ability to work across disciplines and adapt to unfamiliar technologies or business processes • Strong understanding of Salesforce data model, security, and standard automation tools (Flows, validation rules, approvals) • Experience supporting data imports, basic integrations, and go-live readiness including deployment best practices • Comfort managing multiple concurrent projects with tight timelines • 1-3 of the listed Salesforce certifications, including Platform Administrator, Platform Administrator II, Business Analyst, Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant, or Financial Services Cloud Consultant • Must be authorized to work in the United States; corp-to-corp arrangements are not permitted

🏖️ Benefits

• Remote first culture • Unlimited PTO • 4% 401k match • Medical, dental and vision insurance from day one • Company paid STD, LTD and life insurance • 11 paid holidays, including the day after the Superbowl • Volunteer Program, including volunteer time off and matching donations • Bonus or commission eligible, depending upon your role