We are hiring for a Salesforce Functional Lead. This role focuses on Salesforce Financial Services Cloud solutions, business requirements, and functional delivery within an enterprise banking environment. The ideal candidate will have strong Salesforce functional leadership experience, financial industry knowledge, and the ability to work with business and technical teams.
What you bring
5+ years of experience as a Salesforce Functional Lead
3+ years of experience in the financial industry
Relevant college, university, or post-graduate degree in Engineering or related education
Proven experience delivering Salesforce solutions at scale in regulated enterprise environments
Deep understanding of banking workflows, customer and product lifecycle, and financial compliance
Strong experience with Salesforce Financial Services Cloud (Sales and/or Service)
Experience integrating Salesforce with core banking systems and data lakes
Experience with Agile delivery, Jira, Confluence, and DevOps pipelines
Ability to engage effectively with cross-functional teams, executives, senior leaders, and technical teams
What you'll do
Collaborate with business stakeholders to understand processes, user journeys, and refine requirements
Lead discovery sessions, workshops, and walkthroughs to define functional requirements in Epics
Identify opportunities for process optimization and automation using Salesforce capabilities
Design strategic Salesforce solutions aligned with business goals, enterprise architecture, compliance, and data governance
Configure proof of concepts in Salesforce demo environments
Present custom solution designs to Architectural Design Review Boards
Assess dependencies across legacy systems and data warehouses
Guide functional designers in converting requirements into actionable user stories
Collaborate with Product Owners and technical leads to manage and prioritize backlogs
Define KPIs, success metrics, and acceptance criteria
Support change management and training content to improve solution adoption
Salesforce Functional Lead • Toronto, ON, Canada
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