- Collaborate with business stakeholders to understand business objectives, requirements, current-state and future-state business processes, and pain points
- Conduct workshops, interviews, requirement gathering, and refinement sessions with Product Owners and relevant stakeholders including architects and technical leads
- Identify and propose the best Salesforce out-of-the-box solutions for business requirements and recommend suitable custom solutions in collaboration with technical leads and UX teams
- Prepare and present solution materials to Salesforce Design Authority for review of problem statements and proposed solution options
- Perform Proof of Concept (POC) and impact analysis on existing Salesforce processes, configurations, and data
- Create functional artifacts including:
- Refined solution Epics
- User Stories ready for development
- Functional documentation in Confluence
- Participate in Scrum ceremonies and lead squad refinement sessions
- Support QA teams by providing functional scenarios, clarifying requirements, and reviewing test cases against business needs
- Assist in defect triage and resolution
- Ensure compliance with Salesforce best practices and security standards
Skills and Qualifications
- Relevant college, university, or post-graduate degree in Engineering or related education
- 5+ years of experience working as a Functional Lead in Salesforce
- 3+ years of experience in the financial industry
- Proven experience delivering Salesforce solutions at scale in highly regulated enterprise environments
- Deep understanding of banking workflows, customer lifecycle, product lifecycle, and financial compliance
- Solid experience with Salesforce Financial Services Cloud and integrations 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
- Familiarity with Agile delivery, Jira, Confluence, and DevOps pipelines in enterprise environments