Salesforce Financial Services Cloud (FSC) UX & Solutions Designer
Posted 6 days ago by 1756366617
Negotiable
Outside
Remote
USA
Summary: The Salesforce Financial Services Cloud (FSC) UX & Solutions Designer will be responsible for designing user-friendly and compliant Salesforce experiences tailored for the financial services sector. This role involves leading discovery sessions, mapping user journeys, and creating wireframes and prototypes using Figma and Visio. The designer will collaborate with various stakeholders to implement data models and Lightning pages that enhance user experience for banking and advisory teams. Usability testing and documentation of design decisions are also key components of this position.
Key Responsibilities:
- Lead discovery and journey mapping for banking/wealth/service personas; translate needs into Figma/Visio wireframes and interactive prototypes.
- Design Salesforce FSC user experiences aligned to SLDS, emphasizing usability, accessibility, and responsive layouts.
- Configure or specify Lightning App Builder pages, Dynamic Forms, Screen Flows/Flow Builder, quick actions, and page layouts to realize designs with minimal custom code.
- Collaborate with Salesforce Admins/Devs to deliver solutions; provide design specs, interaction notes, and assets; review builds for fidelity to design.
- Define user stories, acceptance criteria, and non-functional UX requirements; participate in grooming and sprint ceremonies (Agile).
- Conduct usability testing (prototype and pre-UAT), synthesize feedback, and iterate; support UAT and release readiness.
- Document design decisions, page/flow inventories, and standards; contribute to a reusable design system for FSC experiences.
- Partner with data/security teams to ensure designs respect FSC data model and sharing/security needs.
Key Skills:
- Salesforce FSC expertise with practical UI/UX delivery in Lightning.
- Proficiency in Figma and Visio for wireframes, prototypes, and handoff artifacts.
- Working knowledge of SLDS, Lightning App Builder, Dynamic Forms, Flow Builder, validation rules, and formulas.
- Strong analysis & communication skills: process mapping, story writing, and cross-functional collaboration.
- Familiarity with Sales Cloud and Service Cloud; Experience Cloud and OmniStudio are a plus.
- Salesforce certifications (Administrator, Platform App Builder, UX Designer) are a plus.
Salary (Rate): undetermined
City: undetermined
Country: USA
Working Arrangements: remote
IR35 Status: outside IR35
Seniority Level: undetermined
Industry: Other
Detailed Description From Employer:
Title: Salesforce Financial Services Cloud (FSC) UX & Solutions Designer
Location: Remote
Client Industry: Professional Services/Financial Services
Compensation: $55 - $75/hr.
We have partnered with our client in their search for a Salesforce Financial Services Cloud (FSC) UX & Solutions Designer. In this role, you will Design intuitive, compliant, and scalable Salesforce Financial Services Cloud experiences. Lead discovery, map user journeys, and translate requirements into Figma/Visio wireframes and clickable prototypes aligned to the Salesforce Lightning Design System (SLDS). Partner with admins, developers, and business stakeholders to implement FSC-specific data models and Lightning pages/flows that reduce friction for bankers, advisors, and service teams. Own usability testing, iterate on feedback, and deliver clear documentation, user stories, and acceptance criteria.
Responsibilities
Lead discovery and journey mapping for banking/wealth/service personas; translate needs into Figma/Visio wireframes and interactive prototypes.
Design Salesforce FSC user experiences aligned to SLDS, emphasizing usability, accessibility, and responsive layouts.
Configure or specify Lightning App Builder pages, Dynamic Forms, Screen Flows/Flow Builder, quick actions, and page layouts to realize designs with minimal custom code.
Collaborate with Salesforce Admins/Devs to deliver solutions; provide design specs, interaction notes, and assets; review builds for fidelity to design.
Define user stories, acceptance criteria, and non-functional UX requirements; participate in grooming and sprint ceremonies (Agile).
Conduct usability testing (prototype and pre-UAT), synthesize feedback, and iterate; support UAT and release readiness.
Document design decisions, page/flow inventories, and standards; contribute to a reusable design system for FSC experiences.
Partner with data/security teams to ensure designs respect FSC data model and sharing/security needs.
Skills Required
Salesforce FSC expertise with practical UI/UX delivery in Lightning.
Proficiency in Figma and Visio for wireframes, prototypes, and handoff artifacts.
Working knowledge of SLDS, Lightning App Builder, Dynamic Forms, Flow Builder, validation rules, and formulas.
Strong analysis & communication skills: process mapping, story writing, and cross-functional collaboration.
Familiarity with Sales Cloud and Service Cloud; Experience Cloud and OmniStudio are a plus.
Salesforce certifications (Administrator, Platform App Builder, UX Designer) are a plus.
Education & Work Experience
Bachelor's in Computer Science, Information Systems, Human?Computer Interaction/Design, or related field (preferred).
Proven experience as a Salesforce Business Systems Analyst/Designer, including FSC implementations and end-to-end UI/UX delivery (wireframe -> prototype -> configured Lightning pages/flows).
Ref ID
About Korn Ferry
Korn Ferry unleashes potential in people, teams, and organizations. We work with our clients to design optimal organization structures, roles, and responsibilities. We help them hire the right people and advise them on how to reward and motivate their workforce while developing professionals as they navigate and advance their careers. To learn more, please visit Korn Ferry at ;/span>