Job Description

• Deep understanding of Salesforce platform features including customization options, security controls, and data management
• Knowledge of financial services industry concepts (e.g., investment products, client onboarding, regulatory compliance)
• Experience with data integration and data cleansing techniques
• Strong analytical and problem-solving skills
• Excellent communication and collaboration abilities to work with diverse stakeholders

• Requirements Gathering and Analysis:
• Collaborate with stakeholders in financial institutions to understand business processes and identify areas where Salesforce FSC can improve efficiency.
• Analyze complex financial data models and translate them into effective Salesforce configurations.
• Design and Implementation:
• Configure Salesforce FSC features like Financial Accounts, Client Relationship Groups, and Investment Products to align with specific business needs.
• Customize the platform using declarative tools like workflow rules, process builder, and flow to automate key financial services workflows.
• Create custom fields, objects, and reports to capture critical financial data and generate relevant insights.
• Data Management and Integration:
• Manage data migration from existing systems to Salesforce FSC, ensuring data accuracy and consistency.
• Establish data governance practices to maintain data quality and compliance.
• Integrate Salesforce FSC with other financial systems like CRM, portfolio management, and trading platforms.
• User Administration and Training:
• Manage user profiles, security settings, and access levels within Salesforce FSC.
• Develop and deliver comprehensive training programs to educate users on Salesforce FSC functionalities and best practices.
• System Maintenance and Support:
• Monitor system performance and identify potential issues
• Troubleshoot user queries and resolve technical problems
• Apply updates and patches to Salesforce FSC to maintain functionality and security
• Compliance and Regulatory Considerations:
• Ensure Salesforce FSC configurations adhere to relevant financial industry regulations (e.g., KYC, AML)
• Implement appropriate data privacy controls to protect sensitive client information

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