OffpremTechnology

Salesforce Solution Consultant-Financial Services Cloud

OffpremTechnology United States

IT Services and IT Consulting · 51-200 employees

7 h ago
Remote salesforce Mid (2-5 yrs) Full-time United States
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About the role

Lead solution discovery and technical design across multiple Salesforce clouds while translating complex business requirements into scalable solutions. Facilitate stakeholder alignment and mentor internal team members on technical standards and best practices.

What they look for

Salesforce Solution design Technical design Financial Services Cloud Sales Cloud Service Cloud Experience Cloud Digital lending Origination Agile delivery Consulting Flows Data modeling Security Integration Stakeholder management

Requirements

Requires a bachelor's degree or equivalent experience along with 1-3 years of Salesforce solution design and delivery experience. Candidates must hold at least one Salesforce certification and possess strong hands-on experience with Salesforce architecture and configuration.

Benefits

Unlimited PTO 401k match Medical insurance Dental insurance Vision insurance Short-term disability insurance Long-term disability insurance Life insurance Paid holidays Volunteer program Volunteer time off Matching donations Bonus eligible Commission eligible

Full description

What You’ll Do

  • 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 both internal and external clients
  • Mentor internal team members and contribute to the technical standards and best practices
  • Demonstrate genuine passion for Salesforce solutions and fostering team collaboration

Requirements

  • Bachelor’s Degree or equivalent experience 
  • Salesforce Certified Platform Administrator certification
  • 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
  • 1+ years proven success in client facing roles such as a Solution Architect, Technical Lead or Senior Consultant
  • 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
  • 1-3 years of Salesforce solution design and delivery experience, preferably in a consulting or partner environment
  • 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

Certifications:

1-3 of the following Salesforce Certifications:

  • Salesforce Certified Platform Administrator
  • Salesforce Certified Platform Administrator II
  • Salesforce Certified Business Analyst
  • Salesforce Certified Platform App Builder 
  • Salesforce Certified Sales Cloud Consultant
  • Salesforce Certified Service Cloud Consultant
  • Sales Force Financial Services Cloud Consultant

Company Benefits and Perks

  • Remote first culture - yes we have an office, but we don’t force you to come in!
  • 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
  • Tuesday start dates for new hires, because who wants to start on a Monday?
  • Bonus or commission eligible, depending upon your role

Authenticity & Verification Notice As a client facing organization we value integrity and authenticity throughout our hiring process. Candidates may be asked to validate technical knowledge, experience, education, and certifications through structured assessment and credential verification prior to hire.

*Offprem Technology provides equal employment opportunities to all employees and applicants for employment without regard to race, color, gender, sexual orientation, gender identity, religion, national origin, age, disability, genetic information, or protected veteran status.

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