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

1. Strategic Solutioning within a Regulated Environment

- Leverage Salesforce Financial Services cloud industry best practices to design strategic solutions that meet business goals

- 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

1. 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 explicit 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

1. 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 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

- Familiarity with Agile delivery, Jira, confluence and DevOps pipelines in enterprise settings

📌 Salesforce Functional Lead (Toronto)
🏢 Tamanna Technology
📍 Toronto