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Salesforce Functional Analyst
Salesforce Functional Analystfreelance.ca • Toronto, Canada
Salesforce Functional Analyst

Salesforce Functional Analyst

freelance.ca • Toronto, Canada
23 days ago
Job type
  • Full-time
Job description
Role Name: Salesforce Functional AnalystLocation: Toronto - Hybrid (4 days WFO)Contract: Long termKey Responsibilities1. Requirements Gathering & Business AnalysisCollaborate with business stakeholders to understand:Business objectivesRequirementsAs‑is and future‑state processesPain points across business functionsConduct workshops, interviews, and requirement‑refinement sessions with:Product OwnersArchitectsTechnical LeadsOther cross‑functional teamsAnalyze business needs and translate them into clear Salesforce requirements.2. Solutioning & DesignRecommend the best possible Salesforce out‑of‑the‑box solutions for each problem statement.When gaps exist, propose appropriate custom solutions in partnership with:Technical LeadsUX teamsArchitectsPrepare and present solution options to the Salesforce Design Authority, articulating:Problem statementsProposed optionsTrade-offsBusiness and technical alignmentPerform impact assessments and proofs of concept (POCs) to analyze how proposed changes affect:Existing Salesforce processesConfigurationsIntegrationsData modelsPresent findings and recommendations to the Product Owner.3. Functional Documentation & Agile DeliveryCreate high-quality functional artifacts, including:Refined EpicsBroken-down User Stories ready for developmentFunctional design documentationConfluence summariesActively participate in all Agile ceremonies:Sprint PlanningRefinementDaily Stand-upsReviewsRetrospectivesLead squad refinement sessions and ensure stories meet Definition of Ready.4. Testing, QA Support & Defect ResolutionSupport QA teams by:Providing functional scenariosClarifying requirementsReviewing test cases to ensure alignment with business needsParticipate in defect triage and assist with prioritization and resolution.Validate that delivered features meet requirements and provide business value.5. Compliance, Governance & Best PracticesEnsure solutions adhere to:Salesforce best practicesEnterprise security standardsCompliance requirements (banking + regulatory)Promote strong governance and ensure documentation and processes are maintained consistently.Skills & QualificationsBachelor’s degree or post‑graduate education in Engineering, Computer Science, or a related field.5+ years experience as a Salesforce Functional Lead.3+ years experience in the financial services industry.Proven experience delivering Salesforce solutions at scale in highly regulated enterprise environments.Deep understanding of:Banking workflowsCustomer and product lifecycleFinancial compliance requirementsStrong experience with Salesforce Financial Services Cloud (FSC).Familiarity with integrations to:Core banking systemsData lakesEnterprise applicationsDemonstrated ability to:Lead conversations with cross‑functional teamsPresent confidently to executives and senior leadersCollaborate with technical teams effectivelyKnowledge of Agile delivery practices, Jira, Confluence, and enterprise DevOps pipelines.
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Salesforce Functional Analyst • Toronto, Canada

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