About this role
Job Description Salesforce Functional Lead (Financial Services Cloud)
Location: Toronto, ON
Work Model: Hybrid (2 days onsite per week)
Overview
We are seeking a Senior Salesforce Functional Lead to join a large-scale enterprise CRM transformation program within the financial services industry. This role will support a large Salesforce Financial Services Cloud environment in Canada and play a key role in delivering innovative, customer-focused solutions across multiple business lines.
The ideal candidate is a strategic thinker with deep Salesforce expertise, strong business acumen, and proven experience leading enterprise-scale Salesforce initiatives within highly regulated environments.
Key Responsibilities
Business Engagement & Requirements Leadership
? Partner closely with business stakeholders to understand customer journeys, business processes, and operational requirements.
? Lead discovery workshops, solution sessions, and requirement refinement activities.
? Translate business needs into clearly defined functional requirements, epics, and features.
? Identify opportunities to optimize processes and automate workflows using Salesforce capabilities.
? Ensure alignment between business objectives and proposed Salesforce solutions.
Solution Design & Strategic Consulting
? Leverage Salesforce Financial Services Cloud best practices to design scalable and sustainable solutions.
? Develop proof-of-concepts and demonstrate proposed solutions to business stakeholders.
? Collaborate with architecture teams to ensure alignment with enterprise standards and governance requirements.
? Assess dependencies across legacy systems, data platforms, and integration points.
? Recommend reusable solutions that support long-term business and technology objectives.
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