Role Name: Client Functional Lead

Location: Toronto, ON (4 days a week on site)

:

We’re in search for a Senior Client Functional Lead for the largest Client CRM platform at a leading banking client in Canada. You’ll be joining a diverse and inclusive agile lab delivering solutions on Client’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 Client 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 Client Functional Lead, you will act as a critical bridge between business stakeholders and technical delivery teams. This role requires a strategic thinker with deep Client expertise, solid business acumen and leadership capabilities to drive the successful delivery of a scalable, high-impact Client 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 Client capabilities

Ensure Alignment between business objectives and proposed Client solutions

2.

Strategic

Solutioning within a Regulated Environment

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





Configure Proof of concept on Client 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 Client and 3 years experience financial industry

Proven experience delivering Client 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 Client 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

📌 Client Functional Lead (Toronto)
🏢 Capgemini Canada
📍 Toronto