Salesforce Consultant
Key Skills
Job Description
Job Description
Salesforce Consultant
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
Core Responsibilities
The consultant will help financial organizations optimize and digitize customer processes by analyzing processes in areas like customer management, lending, or service, and translating business requirements into concrete Salesforce solutions. Key tasks include configuring Salesforce functionality, leading workshops, advising on best practices, and collaborating with developers on technical implementations.
Requirements
Candidates need 4-5 years of experience as a Salesforce consultant, analyst, or product specialist, coupled with strong knowledge of Salesforce configuration, including Flows and data models. Essential qualifications include strong analytical and communication skills, and at least two relevant Salesforce certifications.
About Capgemini
Industry: IT Services and IT Consulting
Company size: 10,001+ employees
Capgemini is an AI-powered global business and technology transformation partner, delivering tangible business value. We imagine the future of organizations and make it real with AI, technology and people. With our strong heritage of nearly 60 years, we are a responsible and diverse group of 420,000 team members in more than 50 countries. We deliver end-to-end services and solutions with our deep industry expertise and strong partner ecosystem, leveraging our capabilities across strategy, technology, design, engineering and business operations. The Group reported 2024 global revenues of €22.1 billion. Make it real | www.capgemini.com