Salesforce financial service cloud Admin

Posted 3 weeks ago

Worldwide

Summary

Salesforce Financial Services Cloud Consultant / Admin We are looking for an experienced Salesforce FSC specialist to support configuration, administration, and ongoing development work across a Financial Services Cloud implementation. This is a hands-on role — we need someone who can work independently, hit the ground running, and deliver clean, well-documented solutions. What you'll be doing · Configure and maintain Financial Services Cloud — households, person accounts, relationship groups, financial accounts, and rollups · Set up and manage Action Plans, Referral Management, Life Events, and Interaction Summaries · Build and maintain flows, validation rules, page layouts, and permission sets aligned to FSC best practices · Support data migration, data quality, and ongoing data model governance · Create and manage reports and dashboards for relationship managers and business stakeholders · Translate business requirements into FSC configuration — independently, without hand-holding What we need · Hands-on FSC experience — you must know the FSC data model, not just core Salesforce · Solid understanding of household modelling, party relationship groups, ARC, and financial account rollups Please include FSC-specific examples from your Upwork profile or portfolio. Generic Salesforce admin profiles without clear FSC experience will not be considered.

  • More than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Intermediate
    Experience Level
  • $28.00

    -

    $35.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Salesforce CRM
Salesforce Lightning
Activity on this job
  • Proposals:50+
  • Last viewed by client:2 weeks ago
  • Interviewing:
    7
  • Invites sent:
    29
  • Unanswered invites:
    16
About the client
Member since May 10, 2021
  • Poland
    Lodz9:06 PM
  • $206K total spent
    77 hires, 12 active
  • 9,112 hours

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