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Posted 4 months ago

Salesforce Functional Analyst – Financial Services Cloud (FSC)

@ Astra North Infoteck Inc.

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Toronto, Ontario

5+ years experience
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SIGNALS

Overview

Astra North Infoteck Inc. is hiring a Salesforce Functional Analyst for Financial Services Cloud. The role covers gathering requirements, designing Salesforce solutions, writing user stories and supporting QA in a regulated banking environment. The posting requires 5+ years as a Salesforce functional lead and 3+ years in financial services.

Responsibilities:

  • Collaborate with business stakeholders to define requirements and pain points
  • Conduct workshops and requirement refinement sessions
  • Propose Salesforce out-of-the-box and custom solutions
  • Create epics, user stories and Confluence documentation
  • Support QA teams and assist in defect triage

Requirements summary:

  • 5+ years as a Salesforce functional lead
  • 3+ years in the financial industry
  • Experience with Salesforce Financial Services Cloud and core banking integrations
  • Degree in engineering or related field
  • Familiarity with Agile, Jira, Confluence and DevOps pipelines

Tools & skills

SalesforceFinancial Services CloudJiraConfluence
Source and dates

Source type not verified · zoho

Employer posting date
2026-07-13
First seen by our source
2026-10-11
Source record updated
2026-10-11

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SenioritySenior
DepartmentBusiness operations
Experience5+ years
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesEnglish
EducationBachelor’s degree (preferred)
Fields of studyEngineering

Summary and details written by AI from the posting; the employer’s posting is the authority.

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Astra North Infoteck Inc.

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Job description

Salesforce Functional Analyst – Financial Services Cloud (FSC)​

Experience Required: 5+ Years

Key Responsibilities

• Collaborate with business stakeholders to understand business objectives, requirements, current-state and future-state business processes, and pain points

• Conduct workshops, interviews, requirement gathering, and refinement sessions with Product Owners and relevant stakeholders including architects and technical leads

• Identify and propose the best Salesforce out-of-the-box solutions for business requirements and recommend suitable custom solutions in collaboration with technical leads and UX teams

• Prepare and present solution materials to Salesforce Design Authority for review of problem statements and proposed solution options

• Perform Proof of Concept (POC) and impact analysis on existing Salesforce processes, configurations, and data

• Create functional artifacts including:

• Refined solution Epics

• User Stories ready for development

• Functional documentation in Confluence

• Participate in Scrum ceremonies and lead squad refinement sessions

• Support QA teams by providing functional scenarios, clarifying requirements, and reviewing test cases against business needs

• Assist in defect triage and resolution

• Ensure compliance with Salesforce best practices and security standards

Skills and Qualifications

• Relevant college, university, or post-graduate degree in Engineering or related education

• 5+ years of experience working as a Functional Lead in Salesforce

• 3+ years of experience in the financial industry

• Proven experience delivering Salesforce solutions at scale in highly regulated enterprise environments

• Deep understanding of banking workflows, customer lifecycle, product lifecycle, and financial compliance

• Strong experience with Salesforce Financial Services Cloud and integrations 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 environments

Essential Skills

• Salesforce Functional Leadership

• Salesforce Financial Services Cloud (FSC)

• Business Analysis

• Requirements Gathering

• User Stories & Functional Documentation

• Agile/Scrum

• Jira

• Confluence

• Salesforce Security Best Practices

• Core Banking Integrations

• Financial Services Domain

• Stakeholder Management


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