Posted:20 hours ago|
Platform:
On-site
Full Time
Job Title: Salesforce Financial Services Cloud & Contact Centre SME
Location: Bangalore, India
Experience Required: 812 Years
Certifications: Salesforce Certified (Financial Services Cloud, Service Cloud, or equivalent)
Summary
We're seeking a highly experienced and certified Salesforce SME with deep expertise in Financial
Services Cloud (FSC) and Contact Center solutions. This role is pivotal in bridging business
needs with technical execution, driving digital transformation across financial services operations
and customer engagement platforms. You'll lead solution design, stakeholder collaboration, and
platform optimization for high-impact service delivery.
Key Responsibilities
Act as the strategic interface between business units and technical teams to align
Salesforce capabilities with programs/projects and business goals.
Support implementation and optimization of Salesforce FSC and Service Cloud for contact
center operations.
Design scalable solutions for customer onboarding, relationship management, and service
automation.
Integrate Salesforce with core systems, data platforms, third-party apps, and telephony
platforms (e.g., CTI, IVR).
Develop and manage customer journeys, case workflows, and omni-channel service
strategies.
Ensure compliance with financial regulations and data privacy standards.
Conduct stakeholder workshops, training sessions, and platform demos to drive adoption.
Stay current with Salesforce releases, especially FSC, Service Cloud, and AI-driven service
enhancements.
Skills & Qualifications
812 years of hands-on experience in Salesforce, with strong exposure to Financial
Services Cloud and Data Cloud.
Salesforce certifications such as Financial Services Cloud Consultant, Service Cloud
Consultant, or Application Architect.
Proven ability to translate financial business processes into technical solutions.
Experience with contact center technologies, including CTI integration, case routing, and
service analytics.
Strong understanding of financial products, customer lifecycle management, and
regulatory compliance.
Proficiency in Apex, Flow, Lightning Components, and data modeling.
Excellent communication, stakeholder engagement, and problem-solving skills.
Knowledge of Genesys Cloud is an added advantage.
Tech Mahindra
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