The role is for a Salesforce Lead/Solution Architect specializing in Financial Services Cloud, requiring extensive expertise in banking, client engagement, requirements leadership, and global delivery management.
Job Description
Job Title: Salesforce Lead/ Solution Architect - FSC SME
Location: Remote (NYC preferred)
Duration: 3 months with possible extensions (Contract to hire)
Job Summary:
Job Description: Financial Services Cloud (FSC) SME – Banking
Role Overview
- We are looking for a Financial Services Cloud (FSC) SME with strong client-facing, requirements leadership, and delivery management capabilities to drive end-to-end Salesforce transformations in the banking and financial services domain.
This role blends:
- Deep banking domain expertise
- Strong Salesforce FSC solutioning
- Ability to independently drive requirements and client priorities
- Experience leading global (onshore–offshore) delivery teams
Key Responsibilities
Client Engagement & Advisory
- Act as a trusted advisor to business and technology stakeholders
- Lead discovery workshops, design sessions, and roadmap discussions
- Translate business goals into platform-aligned transformation strategies
- Help define and prioritize client initiatives, KPIs, and success metrics
Requirements & Solution Leadership
- Independently drive end-to-end requirement gathering (business, functional, process)
- Define to-be operating models and customer journeys across banking domains
- Design scalable solutions leveraging:
- Financial Services Cloud
- Service Cloud
- Salesforce Data Cloud
- Ensure alignment across process, data model, integrations, and user experience
Banking Domain Expertise
Apply strong knowledge of:
- Retail & commercial banking
- Wealth management & client servicing
- Lending lifecycle (origination to servicing)
- KYC, onboarding, and compliance workflows
- Leverage FSC capabilities for:
- Customer 360 & householding
- Relationship management
- Financial accounts & interactions
- Regulatory and servicing processes
Delivery Leadership (Onsite–Offshore Model)
- Lead distributed teams (onshore + offshore pods) across design and delivery
- Drive backlog prioritization, sprint planning, and execution governance
- Ensure delivery aligns with business outcomes, timelines, and quality standards
- Mentor and guide architects, developers, and analysts
Stakeholder & Program Governance
- Engage with senior client stakeholders to align priorities and trade-offs
- Provide program-level oversight, risk management, and escalation handling
- Track and communicate value realization and ROI
Transformation & Innovation
- Drive adoption of AI/Agentforce-led service models
- Identify opportunities for automation, productivity gains, and CX improvement
- Contribute to building reusable assets, accelerators, and industry solutions
Required Qualifications
- 10–15+ years of experience in Salesforce and digital transformation programs
- 5+ years of hands-on experience with: Financial Services Cloud
- Strong experience in banking / financial services domain
- Proven ability to: Lead client workshops independently
- Drive requirements end-to-end without supervision
- Manage global delivery teams
Preferred Qualifications
- Salesforce certifications (FSC, Service Cloud Consultant)
- Experience with API-led integrations (e.g., MuleSoft)
- Exposure to AI/Agentforce use cases (KYC, underwriting, collections, servicing)
- Experience in large-scale transformation programs ($5M+ deals)
All your information will be kept confidential according to EEO guidelines.
Similar Jobs
.png){kind=logo}
AdTech • Cloud • Digital Media • Information Technology • News + Entertainment • App development
Lead the strategy, execution, and delivery of analytics and data products for Ad Sales by translating complex business needs into actionable insights while managing cross-functional teams and ensuring governance standards.
Top Skills:
AIAWSAzureBigQueryDatabricksDbtLookerMicrostrategyMlPower BIRedshiftSnowflakeSQLTableau
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The role involves supervising a customer care team, coaching associates, ensuring compliance, and creating high employee engagement to enhance customer experience.
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The Process Consultant will enhance HR processes through strategy execution, documentation, research, and effective communication across teams and stakeholders.
Top Skills:
Ai ToolsLeanMicrosoft SuiteSix Sigma
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
