Salesforce Consultant

Job description

Job Description Salesforce Consultant As a Salesforce Consultant , you help financial organizations optimize and digitize their customer processes. You understand the logic of Salesforce , grasp the dynamics of financial services, and translate complex challenges into robust, scalable solutions. You work closely with product owners, business stakeholders, and developers, taking a leading role in analysis, configuration, and quality assurance. What you will do: - Analyze processes in areas such as customer management, advisory, lending, or service - Translate business requirements into concrete Salesforce solutions - Configure Salesforce functionality (Households, Financial Accounts, Action Plans, Interaction Summaries, etc. - Create user stories and functional designs - Lead workshops and refinement sessions with business and IT - Advise on optimizations, new releases, and salesforce best practices - Collaborate with developers on integrations, data migrations, and technical implementation - Perform functional testing What you bring: - 4–5 years of experience as a Salesforce consultant, analyst, or product specialist - Strong knowledge of Salesforce configuration (Flows, data model...