- Role Name: Salesforce Functional Lead

- Location: Toronto, 4 days a week on site, F2F interview might be requested

- 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.

- Robust 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.

📌 Salesforce Functional Lead (Toronto)
🏢 Epsilon Solutions
📍 Toronto