Salesforce Financial Services Cloud Consultant

3 weeks ago

Vancouver, Canada Modes Full time

Hi, we’re Modes. As experts in digital enablement for the financial services industry in North America, we guide clients along their path to becoming digital-first organizations. We partner with BFSI organizations to help them rethink the way they do business, leveraging digital platforms and customer-centric thinking to help them succeed in the digital world.

We are hiring for our team in India as we embark on our journey building and enabling best-in-class platforms and capabilities in Financial Services Cloud for our clients in the Financial Services sector.

The Financial Services Cloud Consultants are experienced professionals on our project teams accountable for understanding the overall solution design, responsible for understanding use cases and requirements, building out the declarative aspects of the solution, accountable for writing technical tickets and authoring supporting documentation. They work closely with various technical and non-technical team members, across comprehensive and strategic projects.

They are experienced in Salesforce Financial Services Cloud and can complete out of the box configurations with ease. They are keenly interested in understanding our customers' business, have a deep curiosity and can explore the “why” behind how our customers work. They possess strong business analysis skills, take an empathetic approach to requirements gathering and facilitate customer workshops. The consultant ensures proposed or built solutions will drive the desired business outcomes. For smaller projects the FSC Consultant takes full ownership of the solution design. They are in relentless pursuit of ensuring we deliver value for customers.

Looking for career growth? You will have the opportunity to grow into a Solution Architect, Delivery Leader, or Industry Leader. Modes supports all the examination vouchers for any Salesforce certifications and leadership training and ensures you have the time to prepare and pass the certification exams.

In This Role You Will:

- Design and manage the implementation of Salesforce Financial Services Cloud solutions that meet business requirements for various sized projects
- Create build tickets for implementation detailing the technical requirements to meet the user story acceptance criteria
- Assist with client sessions to gather, define, and document business requirements, where needed
- Refine implementation estimates and plans for phases of the delivery lifecycle, including development, testing, training, communication, deployment, and post-production support
- Document requirements in the form of user stories
- Demonstrate solution functionality to business stakeholders as needed
- Assist in end-user acceptance testing by developing the test cases and the acceptance criteria
- Lead knowledge sharing sessions with the client and provide the user documentation required for supporting the system in the future
- Present solution options to customer, evaluating the pros and cons of declarative configuration against code and customization
- Perform impact analysis for scope change requests, document changes to requirements, configuration, and data mapping
- Participate in declarative system configuration when necessary
- Provide technical and functional expertise to project teams
- Participate in training content development and Administrator and end-user training delivery
- 6+ years working as part of professional services team within a consulting practice
- **3+ years of experience designing and delivering Salesforce Financial Services Cloud implementations**:

- Salesforce Administrator or/and Salesforce Sales Cloud Administrator certification
- Salesforce Financial Services Cloud Accredited Professional certification (or the ability to obtain this within 2 months)
- Ability to create and lead workshops, information gathering sessions, and client presentations as required
- Experience working in an agile environment
- **Fintech or financial services industry experience is a must**

At Modes, we recognize that our people are our strongest asset. Since we were established, we’ve sought to harness the power of people and technology to fuel meaningful, positive connections between businesses and consumers. Our thriving community of creative thinkers and makers sets us apart by continually finding new ways to turn innovative technology solutions into remarkable customer experiences.

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