Salesforce Financial Services Competency Head - Job Description

Job Description

A Salesforce Financial Services Competency Head is responsible for overseeing the strategic direction and day-to-day operations of a dedicated Center 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 and Experience:

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

- Certifications: Admin, Sales, Service, FSC Specialist Superbadge, FSC AP, OmniStudio 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%)