[Hiring] Salesforce Financial Services Cloud Administrator @CRM Force

Role Description

Our client utilizes Salesforce Financial Services Cloud (FSC) as their central Enterprise Resource Planning (ERP) platform. As the Salesforce FSC Administrator, you will manage this core business system by leading key process improvements, collaborating with stakeholders to identify and roll out enhancements, and ensuring the platform efficiently facilitates all critical business operations.

In this role, you will act as the crucial liaison between functional process owners, finance leadership, and technical resources. You will ensure the FSC ecosystem produces efficient results by monitoring system performance, implementing upgrades, and troubleshooting issues in a timely and professional manner. This position requires advanced learning, consistent use of independent judgment, and discretion.

Key Responsibilities

• Own the Platform: Serve as the lead administrator and subject-matter expert for Salesforce and Financial Services Cloud (FSC). Oversee security, sharing, profiles, permission sets, and org-wide configuration.
• Administer FSC as an ERP: Support Financial Services Cloud and related operational modules (projects, resource management, timecards, expenses, billing events). Keep the platform aligned with Finance and Resource Management processes to function seamlessly as the organization's ERP.
• Set the Roadmap: Partner with business leaders to prioritize enhancements, build a Salesforce roadmap, and balance quick wins with long-term scalability.
• Design Solutions: Turn complex business requirements into well-designed solutions using custom objects, Flow, approval processes, validation rules, and Lightning pages. Know when a need calls for development or an AppExchange solution rather than out-of-the-box configuration.
• Support the Project Lifecycle: Configure and optimize the full professional services lifecycle, from opportunity to project, resource request, assignment, timecard, approval, and invoice.
• Govern Changes & Data: Establish and enforce standards for change management, naming conventions, documentation, sandbox strategy, and release management. Lead data quality, deduplication, migrations, and integrity initiatives, managing large-volume operations with Data Loader or similar tools.
• Report and Analyze: Build executive-level reports and dashboards covering pipeline, utilization, bench, backlog, project margin, and billing.
• Manage Integrations and Vendors: Coordinate integrations (Microsoft 365, e-signature, external finance systems) with IT and implementation partners. Evaluate and administer AppExchange packages.
• Mentor and Train: Mentor junior administrators and power users. Lead user training and adoption efforts, and serve as the top escalation point for Salesforce support.
• Stay Current: Assess Salesforce and FSC releases, then recommend and roll out new features that add business value.

Qualifications

• Bachelor's Degree or equivalent.
• 5+ years of hands-on Salesforce administration experience, including ownership of a complex, multi-department organization.
• An active Salesforce certification (e.g., Platform Administrator, Advanced Administrator, or Platform App Builder).
• Expert-level knowledge of Flow, security and sharing models, reports and dashboards, and data management tools.
• Proven experience leading requirements gathering, solution design, and releases from start to finish.
• Strong communication skills, including the ability to influence stakeholders and explain technical tradeoffs to non-technical leaders.
• Ability to thoroughly document requirements, conceptual design, and end-to-end processes.
• Essential project management skills, including project planning and tracking principles, as well as risk and issue mitigation.

Requirements

• Demonstrated capability to deliver on the responsibilities listed above.
• Ability to ramp up quickly by understanding the existing FSC implementation and current business processes around installed modules.
• Ability to adapt to change easily with strong analytical and problem-solving skills.
• Excellent verbal and written communication, interpersonal, and customer service skills.
• Ability to take initiative to complete projects, tasks, and assignments.

Preferred Skills (Nice-to-Have)

• Salesforce Development Skills: Working knowledge of Apex (Triggers, Batch Apex), Lightning Web Components (LWC), and SOQL/SOSL queries.
• FSC Data Model Expertise: Experience customizing and working with FSC-specific structures (e.g., Person Accounts, Financial Accounts, Rollup By Lookup rules, and Action Plans).
• Integration & Deployment: Familiarity with REST APIs, middleware, Salesforce CLI, Git, and CI/CD deployment pipelines.
• Industry Experience: Experience supporting a professional services organization, such as a consulting, staffing, engineering services, or project-based business. Exposure to life sciences or other regulated industries is a plus.
• Analytics: Experience with Tableau (including Tableau CRM / CRM Analytics), such as building dashboards and connecting Salesforce data for executive reporting.
• AI Tooling: Experience with AI integrations, such as Salesforce Agentforce, Einstein features, or connecting Salesforce to third-party AI tools and large language models.
• Certifications: Advanced Administrator, Platform App Builder, or FSC-specific certifications (e.g., Financial Services Cloud Accredited Professional).