Brainbox Consulting BV aligning great talent with clients’ needs is at the core of who we are. We are passionate about our consultants, our clients, and our Partners. Our rich IT legacy combined with our unyielding care for our people and business is the driving force behind all we do, and we deliver! On this journey, we are looking for Salesforce FSC Functional Consultant who is also interested to take on a wide range of activities.
Job Description
We are seeking a Salesforce Financial Services Cloud (FSC) Functional Consultant with strong expertise in Banking, Wealth Management, or Insurance domains to support Salesforce CRM transformation initiatives. The ideal candidate will have hands-on experience in Salesforce FSC, business process analysis, solution design, and Salesforce Agentforce for implementing AI-powered customer engagement and workflow automation solutions. The role requires close collaboration with business stakeholders, product owners, architects, and development teams.
Key Responsibilities
- Gather, analyze, and document business requirements and translate them into Salesforce FSC solutions.
- Design and configure Client 360, Person Accounts, Financial Accounts, Relationship Groups, Action Plans, and Interaction Summaries.
- Map Salesforce solutions to Customer Onboarding, KYC, AML, Relationship Management, and Portfolio Management processes.
- Design and implement Agentforce-powered AI solutions using Agent Builder, Topics, Actions, Prompt Templates, and Agent Instructions.
- Collaborate with technical teams to define integrations, automation, and customization requirements.
- Support testing, UAT, business validation, training, and stakeholder workshops.
- Prepare business requirements, process maps, user stories, and functional design documentation.
Preferred Skills
- Experience with Salesforce Sales Cloud and Service Cloud.
- Exposure to Salesforce Data Cloud, Einstein Copilot, and AI capabilities.
- Understanding of Salesforce Flows and automation frameworks.
- Knowledge of REST APIs and enterprise integration concepts.
- Familiarity with Agile delivery methodologies and tools such as JIRA and Azure DevOps.
- Understanding of KYC, AML, GDPR, and compliance requirements.
- Strong communication, stakeholder management, presentation, and facilitation skills.
Language Requirement
Dutch language proficiency required.
Job Features
| Position | Salesforce FSC Functional Consultant |
| Work location | Utrecht, Netherlands |
| Experience | 5+ years |
| Education | Bachelor or Master's |
| Required Skills | Salesforce FSC, Agentforce, Salesforce CRM, Financial Services Cloud, Banking/Insurance Domain, Salesforce Flows, Client 360. |
