Salesforce Consultant | Financial Services

Job Description

As a Salesforce Consultant, you help financial organizations optimize and digitize their customer processes. You understand the logic of Salesforce, grasp the dynamics of financial services, and translate complex challenges into robust, scalable solutions. You work closely with product owners, business stakeholders, and developers, taking a leading role in analysis, configuration, and quality assurance.

What you will do

• Analyze processes in areas such as customer management, advisory, lending, or service
• Translate business requirements into concrete Salesforce solutions
• Configure Salesforce functionality (Households, Financial Accounts, Action Plans, Interaction Summaries, etc.)
• Create user stories and functional designs
• Lead workshops and refinement sessions with business and IT
• Advise on optimizations, new releases, and Salesforce best practices
• Collaborate with developers on integrations, data migrations, and technical implementation
• Perform functional testing

What you bring

• 4–5 years of experience as a Salesforce consultant, analyst, or product specialist
• Strong knowledge of Salesforce configuration (Flows, data model, permissions, automation)
• Experience designing and configuring OmniStudio components such as FlexCards, OmniScripts, and DataRaptors
• Strong analytical skills, structured working style, and strong communication abilities
• Dutch speaking
• At least two relevant Salesforce certifications, for example:

• Salesforce Administrator (ADM 201)
• Platform App Builder
• Business Analyst
• Financial Services Cloud Accredited Professional (big plus)
• OmniStudio Consultant (plus)
• Sales Cloud Consultant or Service Cloud Consultant

Nice-to-haves

• Experience with (Mulesoft) integrations
• Knowledge of compliance requirements within financial services