Pay Range: $60.00hr - $65.00hr

Job Overview:

The organization is searching for a Senior Salesforce Functional Lead for a large Salesforce CRM platform at a leading banking client. The successful candidate will join a diverse and inclusive agile lab delivering solutions on Salesforce's Financial Services Cloud. The team employs the latest technology and scaled agile practices to bring the CRM Advisor Platform to life as part of a goal to become a digitally enabled relationship bank.

This role is ideal for a curious problem solver with significant Salesforce implementation experience.

Responsibilities:

As a Salesforce Functional Lead, the candidate 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 other cross functions to understand business processes, user journeys, and refine requirements.
- Lead Client 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 environments to showcase to the business Product Owner or stakeholders for quick alignment on solutions.




- Present to the Architectural Design Review Board for alignment on solutions 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 the backlog and prioritize features based on business impact.
- Define KPIs, 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, such as reducing manual handoffs and introducing automations wherever possible.
- Work with the Product Owner to advise on change management and training content to ensure successful adoption.

Requirements:

- 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 of experience in the financial industry.
- Proven experience delivering Salesforce solutions at scale in highly regulated, enterprise-scale environments.
- Deep understanding of banking workflows, customer and product lifecycles, and financial compliance.
- Solid 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.

📌 Senior Salesforce Functional Lead (Toronto)
🏢 Cynet Systems
📍 Toronto