Lead Salesforce Consultant (with SF Financial Services Could)

We are seeking a Lead Salesforce Consultant with expertise in Salesforce Financial Services Cloud to design and deliver solutions supporting wealth management business processes. This role requires navigating complex stakeholder environments across front-office, advisory, and operations teams, ensuring requirements are translated into scalable Salesforce solutions aligned with regulatory and client-centric outcomes.

Kindly note that this role supports remote work, but only from within Ukraine.

Responsibilities

• Lead requirements gathering and analysis with wealth management stakeholders, including advisors, operations, and compliance teams
• Translate business requirements into detailed user stories, process flows, and solution designs aligned to Salesforce FSC best practices
• Collaborate closely with architects and developers to ensure solutions are technically feasible, scalable, and aligned with platform capabilities
• Manage and prioritize the product backlog, ensuring clear traceability from business objectives to delivered functionality
• Facilitate workshops, sprint ceremonies, and stakeholder reviews to drive alignment and transparency
• Identify and navigate technical constraints, propose pragmatic solutions that balance business value and platform limitations
• Support data modeling and integration discussions, particularly around client data, financial accounts, and external systems
• Contribute to discovery and continuous improvement efforts, validate assumptions and refine solutions based on user feedback
• Ensure solutions align with regulatory requirements and industry standards within financial services and wealth management
  
  

Requirements

• Proven experience as a Salesforce Technical Business Analyst, with 5+ years of experience and strong knowledge of Salesforce Financial Services Cloud
• Understanding of wealth management processes, including client onboarding, portfolio management, advisory workflows, and regulatory considerations (e.g., KYC, suitability)
• Strong technical acumen across Salesforce data model, automation, integrations, APIs, and declarative vs programmatic solutions
• Advanced skills in requirements elicitation, process mapping, and translating business needs into functional and technical specifications
• Capability to manage complex stakeholder landscapes, balancing priorities across business, compliance, and technology teams
• Experience working in Agile environments, including backlog management, user story definition, and sprint ceremonies
• Excellent communication and conflict resolution skills, with the ability to influence senior stakeholders
  
  

We offer

• With us you can:
• Work on a flexible schedule remotely or from any of our comfortable offices or coworking spaces in Ukraine
• Receive the necessary equipment to perform your work tasks
• Change projects and technology stacks within EPAM
• Gain experience in various business domains (Insurance, E-commerce, Healthcare, Finance, Travelling, Media, Artificial Intelligence, and more)
• Relocation opportunities may be available for eligible candidates, depending on the role and openings at other EPAM locations
• Participate in volunteer, charity programs and communities (both technical and interest-based)
• We focus on your professional growth:
• You can plan your individual career path together with your manager
• Receive regular feedback from colleagues
• Improve your English for free with certified teachers (Speaking Clubs, client interview preparation courses, etc.)
• Get the opportunity to undergo free training and certification in AWS, GCP, or Azure Clouds
• Use the internal E-learn training program (18,200+ specialized training and mentoring programs)
• Access corporate accounts on LinkedIn Learning, Get Abstract and other partner resources
• Study at EPAM Solution Architecture School with the instructors who are practicing architects
• Develop as a leader, join Delivery Management, Resource Management, Leadership Essentials school and more
• Participate in internal communities (500+ meetups, technical discussions, brainstorming sessions, online events and conferences annually)
• What we offer:
• Vacation and sick leave (including a sick leave without a medical certificate)
• A wide range of Voluntary Medical Insurance programs providing both medical treatment and various preventive options (including sports activities)
• Medical insurance for family members at corporate rates
• Company support during significant life events (childbirth or adoption, marriage, etc.)
• Support for psychological comfort: discounts on services from mental health specialists or coaches, thematic training
• E-kids program - a free programming language training program for EPAMers' children
  

Kindly be advised that the set of benefits, including learning, certification, and other opportunities, may vary depending on the role you apply for. Our recruiter will be able to share more details about the specific opportunity during your general interview.

EPAM strives to provide its global team of over 62,350 professionals in more than 55 countries with opportunities for professional growth from day one of collaboration. Our colleagues are the source of EPAM's success, so we value cooperation, strive to always understand our clients' business and aim for the highest quality standards. No matter where you are, you will join a dedicated, diverse community that will help you realize your potential to the fullest.