Salesforce Consultant | Financial Services
Skills
About the role
Job Description
Salesforce Consultant | Financial Services
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, permissions, automation)
Experience designing and configuring OmniStudio components such as FlexCards, OmniScripts, and DataRaptors
Strong analytical skills, structured working style, and strong communication abilities
Dutch speaking
At least two relevant Salesforce certifications, for example:
Salesforce Administrator (ADM 201)
Platform App Builder
Business Analyst
Financial Services Cloud Accredited Professional (big plus)
OmniStudio Consultant (plus)
Sales Cloud Consultant or Service Cloud Consultant
Nice-to-haves
Experience with (Mulesoft) integrations
Knowledge of compliance requirements within financial services
Questions about this role
Want AI Applyd to auto-apply to roles like this?
We tailor your resume per posting, fill the forms, and track replies for you.