Job Summary

JD for the Salesforce Developers: 

The ideal candidate will combine:

• Strong Salesforce platform expertise
• Deep understanding of corporate banking journeys
• Experience in onboarding, KYC/screening, and digital channel integration

You will work at the intersection of business and technology, contributing to solution design, architecture, and execution for large-scale banking programs.

Key Responsibilities

Key Responsibilities

Corporate Banking & Domain Expertise

• Understand and design corporate banking journeys, including:
• Corporate customer onboarding
• KYC / AML / customer screening flows
• Account lifecycle and servicing journeys
• Translate business requirements into functional and technical solutions

Salesforce & CRM Solutioning

• Design and implement solutions using:
• Salesforce (FSC preferred) / Sales Cloud / Service Cloud
• Configure and customize CRM workflows aligned with banking processes
• Enable 360° customer view across onboarding, servicing, and compliance

Digital Channels & Integration

• Work on integration of Salesforce with:
• Internet banking platforms
• Mobile banking applications
• Core banking and third-party compliance systems
• Drive end-to-end orchestration across CRM, channels, and backend systems

Workflow & Platform Integration

• Design workflow integration between:
• CRM (Salesforce)
• Banking platforms (core, lending, compliance tools)
• Support implementation of automated onboarding and screening workflows

Stakeholder Collaboration

• Interface with:
• Business teams (product, operations)
• Technology teams (engineering, integration, architecture)
• Act as a bridge between business and IT

Solutioning & Delivery

• Contribute to:
• Solution architecture (high-level and detailed design)
• Pre-sales / RFP responses (if required)
• Support creation of scalable, reusable digital banking components

Skill Requirements

Candidate Profile (Must Have)

Experience

• 5–15 years (flexible based on seniority levels)
• Strong experience in Salesforce + Banking domain

Core Skills

• Salesforce (FSC / CRM / platform capabilities)
• Corporate Banking domain knowledge
• Customer onboarding and KYC/screening processes
• Digital banking channels (web/mobile)

Functional Expertise

• Corporate onboarding journeys
• Customer lifecycle management
• CRM-driven banking workflows
• Compliance and screening flows (KYC, AML)

Technical Understanding

• CRM integration with:
• Core banking systems
• Digital channels
• Third-party tools (compliance, onboarding, etc.)
• API-based integrations and workflow orchestration (preferred)

Soft Skills

• Strong stakeholder communication
• Ability to work with cross-functional teams
• Problem-solving mindset
• Ability to operate in ambiguous / evolving scope environments

Good to Have

• Experience with Salesforce Financial Services Cloud (FSC)
• Experience in solution architecture or business analysis roles
• Exposure to large banking transformation programs
• Experience in agile delivery / squad-based models

Other Requirements