Job Description Salesforce Functional Lead (Financial Services Cloud) Location: Toronto, ON Work Model: Hybrid (2 days onsite per week) Overview We are seeking a Senior Salesforce Functional Lead to join a large-scale enterprise CRM transformation program within the financial services industry.

This role will support a large Salesforce Financial Services Cloud environment in Canada and play a key role in delivering innovative, customer-focused solutions across multiple business lines.

The ideal candidate is a strategic thinker with deep Salesforce expertise, strong business acumen, and proven experience leading enterprise-scale Salesforce initiatives within highly regulated environments.

Key Responsibilities Business Engagement & Requirements Leadership • Partner closely with business stakeholders to understand customer journeys, business processes, and operational requirements. • Lead discovery workshops, solution sessions, and requirement refinement activities. • Translate business needs into clearly defined functional requirements, epics, and features. • Identify opportunities to optimize processes and automate workflows using Salesforce capabilities. • Ensure alignment between business objectives and proposed Salesforce solutions.

Solution Design & Strategic Consulting • Leverage Salesforce Financial Services Cloud best practices to design scalable and sustainable solutions. • Develop proof-of-concepts and demonstrate proposed solutions to business stakeholders. • Collaborate with architecture teams to ensure alignment with enterprise standards and governance requirements. • Assess dependencies across legacy systems,



data platforms, and integration points. • Recommend reusable solutions that support long-term business and technology objectives.

Agile Delivery Leadership • Guide functional team members in converting business requirements into actionable user stories. • Work closely with Product Owners, Developers, Architects, and QA teams throughout the delivery lifecycle. • Support backlog prioritization and release planning activities. • Define business success metrics, acceptance criteria, and KPIs. • Ensure functional requirements are delivered with quality and consistency.

Change Enablement & Continuous Improvement • Drive continuous improvement initiatives focused on efficiency, automation, and user experience. • Support change management, training, and adoption activities. • Provide leadership and mentorship to functional team members. • Act as a trusted advisor to business and technology stakeholders.

Required Qualifications • Bachelor’s degree in Engineering, Computer Science, Information Technology, Business, or a related field. • 5+ years of experience serving as a Salesforce Functional Lead, Business Lead, or Solution Lead. • 3+ years of experience within banking, financial services,



or another highly regulated industry. • Deep expertise in Salesforce Financial Services Cloud (FSC), including Sales Cloud and/or Service Cloud. • Proven experience leading enterprise Salesforce implementations at scale. • Strong understanding of customer lifecycle management, banking processes, regulatory requirements, and compliance considerations. • Experience working with integrations involving core platforms, enterprise applications, and data ecosystems. • Exceptional stakeholder management skills with the ability to influence executives, business leaders, and technical teams. • Strong experience working in Agile delivery environments. • Hands-on experience with Jira, Confluence, Dev

Ops processes, and enterprise delivery methodologies.

Preferred Qualifications • Salesforce certifications, particularly Financial Services Cloud-related certifications. • Experience supporting large CRM transformation programs. • Experience designing solutions across multiple business units and customer channels. • Familiarity with enterprise architecture governance and design review processes.

What We’re Looking For • Strong communicator who can bridge business and technical teams. • Strategic problem solver with a consultative mindset. • Ability to challenge assumptions and drive business value through technology. • Experience operating in complex, quick-paced enterprise environments. • Passion for delivering scalable Salesforce solutions that improve customer and employee experiences.

Requirements Java

📌 Salesforce Functional Consultant (Financial Services Cloud) (Toronto)
🏢 Astra North Infoteck
📍 Toronto