Salesforce Financial Services cloud Competency Head(NCS/Job/ 1812)

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%)