What do you need to succeed? 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
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
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
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
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

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