Senior Salesforce Consultant (Remote Latam)

The Senior Salesforce Consultant is a strategic advisor to both clients and internal teams, specializing in the Financial Services sector. This role leads the discovery, design, and delivery of high-impact solutions built on Financial Services Cloud (FSC) . By bridging the gap between complex financial business needs and technical execution, this role drives the requirements process, optimizes industry-specific workflows (like Lead-to-Cash or Wealth Management onboarding), and ensures solution alignment with regulatory and business goals.

Responsibilities:

Strategic Financial Requirements Leadership:

• Lead discovery sessions with executive stakeholders in Banking, Insurance, and Wealth Management to define business challenges.
• Translate complex financial processes (e.g., loan origination, policy management, or client financial profiles) into actionable FSC requirements and solution roadmaps.
• Drive alignment be...