- Role Name: Salesforce Functional Lead
- Location: Toronto, 4 days a week on site, F2F interview might be requested
Job Description
- 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.
