Digital CRM Consultant
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Role details
Tech stack
Job description
customize Salesforce Financial Services Cloud capabilities to support ARAG’s business processes while maximizing the use of standard Salesforce functionality and minimizing unnecessary customizations. Key Responsibilities * Configure Salesforce Financial Services Cloud components. * Configure workflows, flows, approval processes, validation rules, reports, and dashboards. * Support configuration of insurance products and policy administration capabilities. * Configure security models, profiles, permission sets, and sharing rules. * Assist in data migration validation. * Support testing activities. * Resolve functional defects. * Prepare deployment packages. * Assist with Hypercare support. Required Expertise * Salesforce Administrator and Consultant certifications. * Financial Services Cloud expertise. * OmniStudio configuration knowledge. * Strong understanding of insurance business processes. Key Deliverables * Salesforce Configurations * Flow Automations * Security
Requirements
Configuration * Reports & Dashboards * Configuration Documentation * Deployment Support Years of Experience: 5-8+ years
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