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Posted 36 months ago

Salesforce Financial Services Cloud Consultant

@ Plign Digital Inc. (DBA Modes Technology)

Canada

Full-time3+ years experience
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SIGNALS

Overview

Plign Digital Inc. (Modes Technology) is hiring a full-time Salesforce Financial Services Cloud Consultant for its consulting team. The consultant designs and implements FSC solutions, gathers requirements, leads client workshops and writes build tickets and documentation. The posting states that Salesforce certification vouchers and leadership training are provided, and that fintech or financial services experience is a must.

Responsibilities:

  • Design and manage Salesforce Financial Services Cloud implementations
  • Create build tickets and user stories with acceptance criteria
  • Facilitate client workshops and requirements gathering sessions
  • Develop test cases and support user acceptance testing
  • Deliver knowledge-sharing sessions and user documentation

Requirements summary:

  • 3+ years in a professional services or consulting team
  • 1+ year designing FSC implementations
  • Salesforce Administrator certification
  • FSC Accredited Professional certification or ability to obtain within 2 months
  • Fintech or financial services experience is a must
  • Experience working in agile environments

Tools & skills

Source and dates

Source type not verified · humi

Employer posting date
2023-11-07
First seen by our source
2026-10-27
Source record updated
2026-10-27

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityMid level
DepartmentSoftware development
Experience3+ years
Hours per week40 (estimated)
Work settingOffice, Client sites
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesEnglish
Licences & certificationsSalesforce Administrator, Salesforce Sales Cloud Administrator, Salesforce Financial Services Cloud Accredited Professional
Perks mentionedPaid training

Summary and details written by AI from the posting; the employer’s posting is the authority.

Plign Digital Inc. (DBA Modes Technology)

FieldValue
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Job description

Hi, we’re Modes. As experts in digital enablement for the financial services industry in North America, we guide clients along their path to becoming digital-first organizations. We partner with BFSI organizations to help them rethink the way they do business, leveraging digital platforms and customer-centric thinking to help them succeed in the digital world.

We are hiring a Salesforce Financial Services Cloud Consultant to join our growing team. The FSC Consultants are experienced professionals on our project teams accountable for understanding the overall solution design, understanding use cases and requirements, building out the declarative aspects of the solution, writing technical tickets, and authoring supporting documentation. They work closely with various technical and non-technical team members across comprehensive and strategic projects.

They are experienced in Salesforce Financial Services Cloud and can easily complete out-of-the-box configurations. They are keenly interested in understanding our customers' business, have a deep curiosity, and can explore the “why” behind how our customers work. They possess strong business analysis skills, take an empathetic approach to requirements gathering and facilitate customer workshops. The consultant ensures that proposed, or built solutions will drive the desired business outcomes. For smaller projects, the FSC Consultant takes full ownership of the solution design. They are in relentless pursuit of ensuring we deliver value for customers.

Looking for career growth? You will have the opportunity to grow into a Solution Architect, Delivery Leader, or Industry Leader. Modes support all the examination vouchers for any Salesforce certifications and leadership training and ensure you have the time to prepare and pass the certification exams.

In This Role, You Will:

  • Design and manage the implementation of Salesforce Financial Services Cloud solutions that meet business requirements for various-sized projects
  • Lead the effort to design, build and configure FSC applications, acting as the primary point of contact.
  • Create build tickets for implementation detailing the technical requirements to meet the user story acceptance criteria
  • Assist with client sessions to gather, define, and document business requirements where needed
  • Refine implementation estimates and plans for phases of the delivery lifecycle, including development, testing, training, communication, deployment, and post-production support
  • Document requirements in the form of user stories
  • Demonstrate solution functionality to business stakeholders as needed
  • Assist in end-user acceptance testing by developing the test cases and the acceptance criteria
  • Lead knowledge sharing sessions with the client and provide the user documentation required for supporting the system in the future
  • Present solution options to customer, evaluating the pros and cons of declarative configuration against code and customization
  • Perform impact analysis for scope change requests; document changes to requirements, configuration, and data mapping
  • Participate in declarative system configuration when necessary
  • Provide technical and functional expertise to project teams
  • Participate in training content development and Administrator and end-user training delivery

Our Ideal Candidate Has:

  • 3+ years working as part of a professional services team within a consulting practice
  • 1+ years of experience designing and delivering Salesforce Financial Services Cloud implementations
  • Salesforce Administrator or/and Salesforce Sales Cloud Administrator certification
  • Salesforce Financial Services Cloud Accredited Professional certification (or the ability to obtain this within 2 months)
  • Well-versed in application design, data integration, and security architecture
  • Ability to create and lead workshops, information-gathering sessions, and client presentations as required
  • Experience working in an agile environment
  • Fintech or financial services industry experience is a must

At Modes, we recognize that our people are our strongest asset. Since we were established, we’ve sought to harness the power of people and technology to fuel meaningful, positive connections between businesses and consumers. Our thriving community of creative thinkers and makers sets us apart by continually finding new ways to turn innovative technology solutions into remarkable customer experiences.

Modes is an equal opportunities employer and welcomes applications from all sections of society and do not discriminate on the grounds of race, religion, or belief, ethnic or national origin, disability, age, citizenship, marital, domestic, or civil partnership status, sexual orientation, gender identity, or any other basis as protected by applicable law.

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