Salesforce Functional Consultant (Financial Services Cloud)

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, DevOps 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, fast-paced enterprise environments.

• Passion for delivering scalable Salesforce solutions that improve customer and employee experiences.