At a Glance
- Tasks: Lead Salesforce initiatives, optimize processes, and design innovative solutions for financial services.
- Company: Join a leading enterprise in the financial services sector with a focus on innovation.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Dynamic environment with mentorship opportunities and a focus on continuous improvement.
- Why this job: Make a real impact by transforming customer experiences with cutting-edge Salesforce solutions.
- Qualifications: 5+ years of Salesforce experience and strong stakeholder management skills required.
The predicted salary is between 121500 - 148500 $ per year.
Location: Toronto, ON
Work Model: Hybrid (4 days onsite per week)
Interview Process: Final round conducted in person
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 one of the largest Salesforce Financial Services Cloud environments 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.
- 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.
Salesforce Functional Lead in Toronto employer: Astra-North Infoteck Inc. ~ Conquering today’s challenges, achieving tomorrow’s vision!
Astra-North Infoteck Inc. is an exceptional employer located in the vibrant city of Toronto, offering a dynamic work culture that fosters innovation and collaboration. Employees benefit from comprehensive growth opportunities, including mentorship programs and access to cutting-edge technology, all while working in a supportive environment that values diversity and creativity. Join us to be part of a forward-thinking team that is shaping the future of cloud-based solutions and AI.
Contact Details:
Astra-North Infoteck Inc. ~ Conquering today’s challenges, achieving tomorrow’s vision! Recruitment Team
