Overview
Remote
$DOE
Full Time
Contract - W2
Contract - Full-Time
Skills
Data Security
Architecture
Asset Management
cloud computing
Marketing Cloud
Stakeholder Management
governance
Salesforce.com
Presales
Core Banking
fintech
solution architecture
Cloud Services
leadership
Consulting
Customer Relationship Management
Knowledge of Finance
Banking Services
Innovation
Demonstration Skills
Strategic Management
Blueprinting
Landscaping
Insurance Claim Processing
Request for Proposal
Job Details
Job Title: Salesforce Practice Leader Banking, FinTech & Insurance (BFSI)
Location: Remote ( willing to work on PST hours)
Hiring Type: Fulltime
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.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.