Flexible Work Model
Work from home, from the office, or in a hybrid format that supports focus and collaboration.
About the role
As a Lead Salesforce Consultant, you will guide Salesforce implementations for SoftServe’s banking and financial services clients, from requirements through go-live. You will lead functional workstreams and consulting teams, shape solutions with client stakeholders, and make sure delivery stays on scope, on time, and aligned with business goals. You will combine strong platform expertise with a deep understanding of banking processes, and act as a trusted advisor on the client side.
Responsibilities
- Lead discovery and requirements workshops with banking stakeholders and translate business needs into clear Salesforce solutions, user stories, and acceptance criteria
- Own the functional design of Salesforce solutions across Sales, Service, and Experience Cloud, and Financial Services Cloud where applicable, for processes such as onboarding, servicing, and relationship management
- Lead and coordinate consultants, administrators, and developers within a delivery workstream, setting priorities, reviewing work, and removing blockers
- Plan and support data migration from legacy systems, including mapping, cleansing rules, validation, UAT, and cutover
- Work with architects on solution design, integrations, security, and data models, ensuring designs are practical, scalable, and compliant
- Manage backlog, scope, and expectations with clients, and communicate progress, risks, and decisions clearly
- Drive UAT, training, adoption, go-live, and hypercare, and ensure effective knowledge transfer to client teams
- Contribute to pre-sales by scoping, estimating, and presenting solutions, and mentor junior consultants
Requirements
- 7+ years of Salesforce consulting experience, including 2+ years leading teams or workstreams on client projects.
- Proven experience delivering Salesforce projects for banks or other financial services organisations.
- Strong hands-on expertise in Salesforce configuration: data model, security, Flow, validation and approval logic, reports, and dashboards.
- Experience with at least one migration project from a legacy platform, including data mapping and cutover.
- Solid understanding of banking processes such as client onboarding, lending, account servicing, and relationship management.
- Working knowledge of integrations and APIs, and the ability to collaborate effectively with architects and developers.
- Awareness of financial services compliance requirements such as KYC/AML and GDPR.
- Experience with Agile delivery, including backlog management, sprint planning, and stakeholder demos.
- Strong communication, facilitation, and leadership skills, with a confident client-facing presence.
- Fluent English
- Possessing one or more of the following certifications Salesforce Certified Administrator, Salesforce Certified Sales Cloud Consultant, Service Cloud Consultant
- Financial Services Cloud Accredited Professional or Business Analyst certification will be considered a strong advantage
SoftServe is an equal opportunity employer. Qualified applicants will receive consideration regardless of race, color, ancestry, ethnicity, national origin, religion, sex, sexual orientation, gender identity or expression, age, citizenship, disability, health condition, marital or family status, veteran status, or any other characteristic protected by applicable law.
Role Summary
Location
Ukraine
Work type
Remote/Office
Direction
Engineering & Technology
Subdirection
Platforms & Integration
Tech level
Lead
Apply Now
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About us
We are a digital engineering and technology consulting company where expertise grows alongside people. For more than 30 years, we have been elevating technology: helping organizations navigate complex business challenges by combining deep engineering knowledge with thoughtful, research-backed innovation. Our teams work across key areas: digital engineering, data and analytics, Сloud, and AI/ML. In each, we deliver practical, scalable solutions rooted in real business needs and measurable human impact.
You bring your perspective and ambition. We create an environment where your work meets clarity, confidence, and purpose.
We offer
Compensation & Benefits
Competitive, market-based pay, benchmarked by role and location — plus health coverage, paid time off, wellness support, and learning opportunities.
People-first Leadership
Approachable leaders who communicate openly, keep teams close to the strategy, and support long-term planning.
Advanced tech communities
Stay close to AI/ML, Cloud, Quantum Computing, IoT, and Robotics communities, with projects built on modern frameworks.