Salesforce Financial Services Competency Head

Division :

Requirement

Salesforce Financial Services Competency Head

Requisition ID

Experience

12+ Years

Candidate Requirement

Job Description

A Salesforce Financial Services Competency Head is responsible for overseeing the strategic direction and day-to-day operations of a dedicated Canter of Excellence (CoE) focused on leveraging Salesforce Financial Services Cloud within a financial institution, ensuring optimal utilization of the platform to streamline business processes, enhance customer experiences, and drive key performance indicators across sales, service, and wealth management functions

Key Responsibilities

Strategic Leadership:

• Define the vision and roadmap for the Salesforce Financial Services CoE, aligning with overall business objectives and industry trends.


• Define and lead the GTM strategy


• Establish governance standards and best practices for Salesforce usage across the organization.


• Identify opportunities to leverage the Salesforce platform for new business initiatives and customer engagement strategies.

Implementation and Development:

• Define, build and present offers in financial services leveraging FSC, nCino, Certinia, etc.


• Lead business development, presales, customer solutioning efforts from the front


• Lead the design, development, and deployment of Salesforce solutions tailored to specific financial services needs, including custom objects, workflows, and integrations.


• Deep understanding of nCino functionalities, including loan origination, customer onboarding, account management, and integrations with other systems.


• Manage project teams responsible for Salesforce implementations, upgrades, and enhancements.


• Oversee data migration and cleansing processes to ensure data quality within Salesforce.

Stakeholder Management :

• Collaborate closely with business leaders across sales, pre-sales, service, wealth management, and operations to understand their requirements and translate them into Salesforce solutions.


• Collaborate closely with salesforce product and sales team to influence product roadmap and delivery execution


• Facilitate communication and alignment between the CoE team, business stakeholders, and IT teams.


• Advocate for the value of Salesforce to key decision-makers and drive adoption across the organization.

Team Leadership and Development:

• Build and manage a high-performing Salesforce CoE team, including developers, administrators, analysts, and consultants.


• Provide coaching, mentorship, and professional development opportunities for team members.


• Foster a culture of innovation and continuous improvement within the CoE.

Performance Monitoring and Optimization :

• Establish key performance indicators (KPIs) to measure the effectiveness of Salesforce implementations and user adoption.


• Analyze usage data to identify areas for improvement and implement necessary adjustments.


• Monitor system performance and address any technical issues.

Required Skills & Experience

• 12+ years of experience in Financial Services cloud and nCino


• Certifications: Admin, Sales, Service, FSC Specialist Superbadge, FSC AP, Omni Studio Consultant, Banking AP, Experience Cloud Consultant, nCino


• Deep understanding of Salesforce Financial Services Cloud features and functionalities.


• Extensive experience in Salesforce implementation, customization, and configuration.


• Proven ability to lead and manage cross-functional teams across development, business analysis, and project management.


• Strong communication and stakeholder management skills to effectively collaborate with diverse teams.


• Knowledge of financial services industry practices and regulations.


• Experience with data analysis and reporting to measure Salesforce performance.


• Proven experience in leading successful nCino implementations within the banking industry


• Deep understanding of banking operations, loan lifecycle management, and related regulatory requirements


• Open to travel (25%)

Work Location

Bengaluru, Pune, Hyderabad Greater Noida, Jaipur