Salesforce Analyst (Financial Services Cloud)

Role Overview:

The FSC Analyst will leverage the Salesforce FSC data model to support the financial services business, with a focus on mortgage and refinance operations. An analyst in Salesforce Financial Services Cloud (FSC) works with a robust, pre-built data model that extends standard Salesforce objects like Accounts and Contacts to include industry-specific elements like Financial Accounts, Households, Assets, Liabilities, and Financial Goals. The analyst's role involves understanding these objects, their relationships, and leveraging the data model to support various financial sectors (banking, wealth management, insurance) for a 360-degree customer view, enabling personalized engagement and data-driven insights.

The project involves building a robust FSC environment, integrating financial and household data, and delivering actionable insights to support client-focused financial services.

Key Responsibilities:

• Collaborate wit...