Salesforce Financial Services Cloud Tech Lead

Tech Mahindra Ltd

CA

JOB DETAILS
SKILLS
Artificial Intelligence (AI), Automation, Best Practices, Business Processes, Business Skills, Call Center Operations, Call Centers, Channel Strategies, Cloud Applications, Cloud Computing, Communication Skills, Computer Telephony Integration (CTI), Data Modeling, Develop and Maintain Customers, Financial Planning, Financial Regulations, Financial Services, Genesys Solutions, Insurance, Maintain Compliance, Onboarding, Problem Solving Skills, Product Demonstration, Product Lifecycle Management, Regulatory Compliance, Relationship Management, Sales Management, Salesforce.com, Technical Leadership, Telephony, Voice Response Systems
LOCATION
CA
POSTED
28 days ago

Job Description

  • Skill Set : FSC,financial services cloud
  • Total Experience : 7.00 to 10.00 Years
  • No of Openings : 1
  • Job Post Date : 03/04/2026
  • Job Expiry Date : 30/06/2026
  • Domain : IT
  • Location : BENGALURU [India]
  • Job Reference No : 4055146

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Job Summary

Job Title: Salesforce Financial Services Cloud Tech Lead

Location: Bangalore, India

Experience Required: 7-10 Years

Certifications: Salesforce Certified (Financial Services Cloud, Service Cloud, or equivalent)

Summary

We're seeking a experienced and certified Salesforce Financial Services Cloud (SF FSC) with deep expertise in Financial Services Cloud (FSC) and Contact Center solutions. This role demands expertise in SF FSC tools and the ability to deliver configurations and customizations in SF FSC. This role is for financial services (especially insurance domain) requiring good communication skills, and the ability to translate business needs into scalable solutions. Experience with financial services industry in Asia market is an added advantage.

Key Responsibilities

  • Understand and implement SF FSC requirements based on agreed design and aligned by best practices in Salesforce
  • Support implementation and optimization of Salesforce FSC and Service Cloud for contact center operations.
  • Implement scalable solutions for customer/agent onboarding, relationship management, and service automation.
  • Integrate Salesforce with core systems, data platforms, third-party apps, and telephony platforms (e.g., CTI, IVR).
  • Develop and manage customer journeys, case workflows, and omni-channel service strategies.
  • Ensure compliance with financial regulations and data privacy standards.
  • Support stakeholder workshops, training sessions, and platform demos to drive adoption.
  • Stay current with Salesforce releases, especially FSC, Service Cloud, and AI-driven service enhancements.

Skills & Qualifications

  • 7-10 years of hands-on experience in Salesforce, with strong exposure to Financial Services Cloud and Data Cloud.
  • Salesforce certifications such as Financial Services Cloud Consultant or Application Architect.
  • Proven ability to translate financial business processes into technical solutions.
  • Experience with contact center technologies, including CTI integration, case routing, and service analytics.
  • Strong understanding of financial products, customer lifecycle management, and regulatory compliance.
  • Proficiency in Apex, Flow, Lightning Components, and data modeling.
  • Excellent communication, stakeholder engagement, and problem-solving skills.
  • Knowledge of Genesys Cloud is an added advantage.

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About the Company

T

Tech Mahindra Ltd

Tech Mahindra represents the connected world, offering innovative and customer-centric information technology experiences, enabling Enterprises, Associates and the Society to Rise™. We are a USD 4.6 billion company with 117,200+ professionals across 90 countries, helping over 885 global customers including Fortune 500 companies. Our convergent, digital, design experiences, innovation platforms and reusable assets connect across a number of technologies to deliver tangible business value and experiences to our stakeholders. Tech Mahindra is amongst the Fab 50 companies in Asia (Forbes 2016 list).

We are part of the USD 19 billion Mahindra Group that employs more than 200,000 people in over 100 countries. The Group operates in the key industries that drive economic growth, enjoying a leadership position in tractors, utility vehicles, after-market, information technology and vacation ownership.

COMPANY SIZE
10,000 employees or more
INDUSTRY
Internet Services