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.
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.
About us We are a digital engineering and technology consulting company where expertise grows alongsidepeople. For more than 30years, we have been elevating technology: helping organizations navigate complex businesschallenges by combining deepengineering knowledge with thoughtful, research-backed innovation. Our teams work across keyareas: digitalengineering, data and analytics, Сloud, and AI/ML. In each, we deliver practical, scalablesolutions rooted in realbusiness needs and measurable human impact.
You bring your perspective and ambition. We create an environment where your work meetsclarity, confidence, andpurpose.
Flexible Work Model
Work from home, from the office, or in a hybrid format that supports focus andcollaboration.
Competitive, market-based pay, benchmarked by role andlocation — plus health coverage, paid time off, wellness support, and learningopportunities.
Approachable leaders who communicate openly, keep teams close to the strategy, andsupport long-term planning.
Advanced tech communities
Stay close to AI/ML, Cloud, Quantum Computing, IoT, andRobotics communities, with projects built on modern frameworks.
More opportunities available Browse all open positions to find the best fit for your experience.
Lead Salesforce Consultant in Katowice – pracodawca: SoftServe Inc.
SoftServe Inc. oferuje elastyczne opcje pracy oraz możliwość współpracy z zespołem ekspertów w dziedzinie AI i Data Science. Pracownicy mają szansę na rozwój zawodowy poprzez mentoring oraz udział w innowacyjnych projektach związanych z generatywną AI i systemami wieloagentowymi. Firma stawia na budowanie silnych relacji z klientami, co sprzyja dynamicznemu rozwojowi kariery.
