About this role
Job Description Salesforce Functional Lead (Financial Services Cloud)
Location: Toronto, ON Work Model: Hybrid (4 days onsite per week) Interview Process: Final round conducted in person 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 one of the largest Salesforce Financial Services Cloud environments 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.
Agile Delivery Leadership
• Guide functional team members in converting business requirements into actionable user stories.
• Work closely with Product Owners, Developers, Architects, and QA teams throughout the delivery lifecycle.
• Support backlog prioritization and release planning activities.
• Define business success metrics, acceptance criteria, and KPIs.
• Ensure functional requirements are delivered with quality and consistency.
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