Senior Consultant, Salesforce Financial Services Cloud
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Overview
Job Description
Are you ready to make an impact?
West Monroe is searching for a Salesforce expert to join our team as a Senior Consultant within our Technology & Experience practice. In this role, you’ll collaborate with clients to establish the project vision, analyze business requirements, design Salesforce solutions, manage projects and lead Salesforce implementations.
Responsibilities:
- Demonstrate strong Salesforce Financial Services Cloud product knowledge skills, including a thorough understanding of how to interpret customer business needs and translate those needs into technology and operational requirements.
- Lead business process review sessions to identify user stories/requirements
- Lead Salesforce solution design sessions from the identified user stories/requirements
- Identify design and implement Banking related AI use cases leveraging Financial Services Cloud capabilities
- Responsible for the build activities via the configuration on the Salesforce Platform
- Facilitate unit, system and end-user testing
- Support end-user training and documentation
- Manage project status, timelines, risks for overall project or individual workstream
Qualifications:
- College degree, or equivalent experience required
- Minimum of 5 years of experience in Salesforce consulting preferred
- Deep understanding of the Salesforce platform, with specific expertise in Salesforce Financial Service Cloud.
- Hands-on experience with Salesforce Financial Services Cloud, including:
- FSC data model (e.g., Account/Client, Household, Financial Accounts, Relationships)
- FSC-specific features (e.g., Action Plans, Lightning Flows, Financial Goals, Compliance features)
- Experience in the Banking industry, with a strong understanding of industry-specific challenges and opportunities.
- Experience leading discovery workshops, including the facilitation of large audiences, solution presentations, and prototype demonstrations.
- Excellent organizational, verbal, presentation/facilitation, and written communication skills.
- One or more relevant Salesforce certifications, such as:
- Salesforce Certified Financial Services Cloud Accredited Professional
- Salesforce Certified Administrator
- Salesforce Certified Sales or Service Cloud Consultant
- Ability to travel to client sites 30-50%.
- Hybrid role, 1 to 2 days in the office per week.
- Candidates must be eligible to work in the United States without limitation.
Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices (see table below). Information on our competitive total rewards package, including our bonus structure and benefits is here. Individual salaries are determined by evaluating a variety of factors including geography, experience, skills, education, and internal equity.Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Eligibility for ten weeks of paid parental leave will also be available upon hire date.
Seattle or Washington, D.C.
$127,700 - $150,200USD
Los Angeles
$133,800 - $157,300USD
New York City or San Francisco
$139,800 - $164,500USD
A location not listed above
$121,600 - $143,000USD
Other consultancies talk at you.At West Monroe, we work with you.
We’re a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions.
The combination of business and technology is not new, but how we bring them together is unique. We’re fluent in both. We know that technology alone is not the answer, but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.
At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what’s next.
You’ll feel the difference in how we work. We show up personally. We’re right there in the room with you, co-creating through the challenges. With West Monroe, collaboration isn’t a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact.
West Monroeis an Equal Employment Opportunity Employer We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visit www.westmonroe.com/inclusion. If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to recruiting@westmonroe.com.
Please review our current policy regarding use of generative artificial intelligence during the application process.
If you are based in California, we encourage you to read West Monroe’s Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linked here.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
