Salesforce Functional Lead

Role Name: Salesforce Functional Lead

Location: Toronto 4 days a week on site

Interview will be F2F in-person for final round

We're in search for a Senior Salesforce Functional Lead for the largest Salesforce CRM platform at a leading banking client in Canada. You'll be joining a diverse and inclusive agile lab delivering solutions on Salesforce's Financial Services Cloud. We're pulling all the stops and employing the latest in technology and scaled agile practices to help bring to life the CRM Advisor Platform as part of our goal to become a digitally enabled relationship bank. So if you're a curious problem solver with your fair share of Salesforce implementation war stories, give us a shout and we can tell you more about the journey. We are taking a giant leap towards our goal of becoming a digitally enabled relationship bank.

What will you do?

As a Salesforce Functional Lead, you will act as a critical bridge between business stakeholders and technical delivery teams. This role requires a strategic thinker with deep Salesforce expertise, strong business acumen and leadership capabilities to drive the successful delivery of a scalable, high-impact Salesforce solution

1. Business Engagement and Requirements Refinement

• Collaborate closely with business stakeholders across Retail, Commercial, Advice Centre, Ops, Risk and Compliance, Private Banking and across other cross functions to understand business process, user journey and refine requirements
• Lead discovery sessions, workshops and walkthroughs to translate business needs into clearly defined functional requirements in Epics
• Challenge assumptions and identify opportunities for process optimization and automation using Salesforce capabilities
• Ensure Alignment between business objectives and proposed Salesforce solutions

2. Strategic Solutioning within a Regulated Environment

• Leverage Salesforce Financial Services cloud industry best practices to design strategic solutions that meet business goals
• Configure Proof of concept on salesforce demo environment to showcase to the business PO or Stakeholders for quick alignment on solution.
• Present to Architectural Design review board for alignment on solution where building custom components
• Assess dependencies across legacy back end systems and data warehouses to ensure seamless integration
• Propose scalable, reusable solutions that align with enterprise architecture, compliance and data governance

3. Delivery Execution Oversight

• Guide functional designers within the team to convert refined requirements and solution specifications into actionable user stories for the squad developers, ensuring a clear path for development, configuration and integration
• Collaborate with Product Owners and technical leads to manage backlog and prioritize features based on business impact
• Define KPI's, success metrics and acceptance criteria tied to the business value

4. Continuous Improvement and Stakeholder Enablement

• Drive continuous improvement by identifying opportunities to optimize business processes (reduce manual handoffs, introducing automations wherever possible)
• Work with Product Owner to advice change management and training content to ensure successful adoption

What do you need to succeed?

• Relevant college, university, or post-graduate degree in Engineering or related education
• 5+ years of experience working as a Functional Lead in Salesforce and 3+ years experience financial industry
• Proven experience delivering Salesforce solutions at scale in a highly regulated, enterprise scale environments
• Deep understanding of banking workflows, customer and product lifecycle and financial compliance
• Strong experience with Salesforce Financial Services cloud (Sales and/or Service) and integration with core banking systems and data lakes
• Ability to lead conversations with cross functional teams and engage effectively with executives, senior leaders and technical teams
• Experience with Agile delivery, Jira, confluence and DevOps pipelines in enterprise settings