Salesforce Functional Lead

Tamanna Technology; Toronto; On-site; CAD 110,000 - 150,000; Full time

Job summary

Tamanna Technology seeks a seasoned Functional Lead to architect and deliver large Salesforce engagements within a regulated financial services environment. You will translate business needs into scalable Salesforce solutions and guide cross-functional teams through design, development and integration.

Beyond deep Salesforce expertise, you will work with stakeholders across banking domains, ensure compliance, leverage Salesforce Financial Services Cloud, and drive agile delivery with Jira,

Qualifications

• Relevant college, university, or post-graduate degree in Engineering or related education
• 5+ years of experience working as a Functional Lead in Salesforce and 3+ years experience financial industry
• Proven experience delivering Salesforce 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 Salesforce Financial Services cloud 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
• Familiarity with Agile delivery, Jira, confluence and DevOps pipelines in enterprise settings

Responsibilities

• 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 Salesforce capabilities
• Ensure Alignment between business objectives and proposed Salesforce solutions
• Strategic Solutioning within a Regulated Environment
• Leverage Salesforce Financial Services cloud industry best practices to design strategic solutions that meet business goals
• 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
• 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
• 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

Skills

Salesforce

Functional Lead

Financial Industry Experience

Agile Delivery

Jira

Confluence

DevOps

Education

Engineering or related field

Tools

Salesforce Financial Services Cloud

Core Banking Systems Integration

Job description

What do you need to succeed?

• 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 Salesforce capabilities
• Ensure Alignment between business objectives and proposed Salesforce solutions
• Strategic Solutioning within a Regulated Environment
• Leverage Salesforce Financial Services cloud industry best practices to design strategic solutions that meet business goals
• 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
• 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
• 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

• Relevant college, university, or post-graduate degree in Engineering or related education
• 5+ years of experience working as a Functional Lead in Salesforce and 3+ years experience financial industry
• Proven experience delivering Salesforce 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 Salesforce Financial Services cloud 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
• Familiarity with Agile delivery, Jira, confluence and DevOps pipelines in enterprise settings