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Salesforce Financial Services Cloud (FSC) Consultant / Lead (Sales & Service)

Job

Advent Global Solutions, Inc.

Plano, TX (In Person)

Full-Time

Posted 3 days ago (Updated 15 hours ago) • Actively hiring

Expires 7/6/2026

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Job Description

Job Title:
Salesforce Analyst with Sales and Service Cloud exp
Location:
6565 Headquarters Drive, Plano, Texas 75024. 100% onsite must be able to interview in person.
Duration:
6 months
GBaMS ReqID:
10791443
Role Descriptions:
Must Have Technical/Functional Skills Local to Dallas and should be in office sales| service certifications required FSC certification will be preferred Banking and financial services experience is preferred Ability to define the system landscape| to identify gaps between current and desired end-states| and deliver a CRM solution working knowledge in data migration and integration Demonstrated ability to design and implement technology-enabled business solutions in client-facing and team leadership roles (e.g. functional lead| work-stream lead| etc)Roles & Responsibilities Execute quick POC Write user stories aligning to product capabilities of Financial Service cloud and experience cloud Hands on work on the existing salesforce implementation Lead defining and practical business solutions based on Salesforce.com technology implementing; experience leading executive discovery sessions Understand requirements (functional and technical) needed to address client needs Perform routine administration functions for Salesforce.com Create documentation (e.g.| training| communications| release notes| user stories| test scripts| process flows) associated with Saleforce projects Actively co-ordinate and participate in SIT and UAT Co-ordinate with business and IT stakeholders Onsite-offshore co-ordination Report regular progress on projects Testing and training strategies
Essential Skills:
Must Have Technical/Functional Skills Local to Dallas and should be in office sales| service certifications required FSC certification will be preferred Banking and financial services experience is preferred Ability to define the system landscape| to identify gaps between current and desired end-states| and deliver a CRM solution working knowledge in data migration and integration Demonstrated ability to design and implement technology-enabled business solutions in client-facing and team leadership roles (e.g. functional lead| work-stream lead| etc) Roles & Responsibilities Execute quick POC Write user stories aligning to product capabilities of Financial Service cloud and experience cloud Hands on work on the existing salesforce implementation Lead defining and practical business solutions based on Salesforce.com technology implementing; experience leading executive discovery sessions Understand requirements (functional and technical) needed to address client needs Perform routine administration functions for Salesforce.com Create documentation (e.g.| training| communications| release notes| user stories| test scripts| process flows) associated with Saleforce projects Actively co-ordinate and participate in SIT and UAT Co-ordinate with business and IT stakeholders Onsite-offshore co-ordination Report regular progress on projects Testing and training strategies
Skills:
Digital :
Salesforce Sales Cloud Experience Required:
10 & Above Top 3
Required Skills:
Local to Dallas Should be in office sales, service certifications required FSC certification will be preferred Banking and financial services experience is preferred Ability to define the system landscape, to identify gaps between current and desired end-states, and deliver a CRM solution working knowledge in data migration and integration Demonstrated ability to design and implement technology-enabled business solutions in client-facing and team leadership roles (e.g. functional lead, work-stream lead, etc) Top 3
Preferred Skills:
Execute quick POC Write user stories aligning to product capabilities of Financial Service cloud and experience cloud Hands on work on the existing salesforce implementation Lead defining and practical business solutions based on Salesforce.com technology implementing; experience leading executive discovery sessions Understand requirements (functional and technical) needed to address client needs Perform routine administration functions for Salesforce.com Create documentation (e.g., training, communications, release notes, user stories, test scripts, process flows) associated with Saleforce projects Actively co-ordinate and participate in SIT and UAT Co-ordinate with business and IT stakeholders Onsite-offshore co-ordination Report regular progress on projects Testing and training strategies
Education Requirements:
Bachelors in Computer Science or other related field
Years of Experience:
5 years Thanks Akhil, akhil dot macharla at adventglobal dot com