Salesforce Practice Lead (BFSI)

Salesforce Practice Leader Banking, FinTech & Insurance (BFSI)

Remote ( willing to work on PST hours)

Fulltime only

Interview process: Minimum 4 rounds of internal interviews, then client interviews

Role Summary

We are seeking a Senior Salesforce Practice Leader Banking, FinTech & Insurance to lead solution strategy, customer advisory for BFSI customers. This role requires deep expertise in Financial Services Cloud, regulatory landscapes (KYC, AML, PCI, SOC2), and enterprise Salesforce transformation programs.

Responsibilities

Strategic Leadership & Practice Development

• Lead the Salesforce BFSI practice across solutioning, advisory, and capability building.
• Define and drive the Salesforce roadmap for digital banking, lending, insurance, and wealth management clients.
• Own customer success, governance, and executive stakeholder management.

Solution Architecture & Industry Innovation

• Architect scalable Salesforce solutions using FSC, Service Cloud, nCino, OmniStudio, Marketing Cloud, Data Cloud & Agentforce.

Pre-Sales & GTM Leadership

• Lead RFPs, solution proposals, estimation, and customer presentations.
• Create reusable solution assets, accelerators, and industry blueprints for BFSI.

Required Experience

• 18 20+ years in IT, with 10+ years in Salesforce solutioning and architecture.
• Strong experience with Financial Services Cloud, KYC, AML, claims, lending, core banking integrations.
• Deep understanding of BFSI regulatory frameworks and data security.
• Proven success in pre-sales, customer advisory, and CXO-level engagement.