Salesforce Functional Lead

Epsilon Solutions Ltd.; Toronto; On-site; CAD 130,000 - 190,000; Full time

Job summary

Epsilon Solutions Ltd. in Toronto, Canada, is seeking a Senior Salesforce Functional Lead to guide delivery for a major banking client.

You will bridge business stakeholders and technical delivery teams, translating needs into actionable Epics and shaping scalable Salesforce solutions on the Financial Services Cloud for enterprise-wide impact. The role demands strategic thinking, deep Salesforce expertise, and leadership to drive value in a highly regulated environment.

Qualifications

• 5+ years as a Salesforce functional lead in a banking context.
• Experience delivering Salesforce solutions at scale in regulated environments.
• Strong collaboration with executives, product owners and delivery teams.

Responsibilities

• Bridge business stakeholders and delivery teams to refine requirements.
• Design scalable Salesforce solutions using Financial Services Cloud.
• Lead backlog, prioritize features, define KPIs and acceptance criteria.
• Drive continuous improvement and change management across teams.

Skills

Salesforce leadership

Agile delivery

Stakeholder engagement

Cross-functional leadership

Education

Engineering or related field

Tools

Salesforce Financial Services Cloud

Jira

Confluence

DevOps pipelines

Job description

• Location: Toronto, 4 days a week on site, F2F interview might be requested

Job Description

• We’re in search for a Senior Salesforce Functional Lead for the largest Salesforce CRM platform at a leading banking client in Canada.
• You’ll be joining a diverse and inclusive agile lab delivering solutions on Salesforce’s Financial Services Cloud.
• We’re pulling all the stops and employing the latest in technology and scaled agile practices to help bring to life the CRM Advisor Platform as part of our goal to become a digitally enabled relationship bank.
• So if you’re a curious problem solver with your fair share of Salesforce implementation war stories, give us a shout and we can tell you more about the journey.
• We are taking a giant leap towards our goal of becoming a digitally enabled relationship bank.

What will you do?

• As a Salesforce Functional Lead, you will act as a critical bridge between business stakeholders and technical delivery teams.
• This role requires a strategic thinker with deep Salesforce expertise, strong business acumen and leadership capabilities to drive the successful delivery of a scalable, high-impact Salesforce solution.

1. 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.

2. Strategic Solutioning within a Regulated Environment

• Leverage Salesforce Financial Services cloud industry best practices to design strategic solutions that meet business goals.
• Configure Proof of concept on salesforce demo environment to showcase to the business PO or Stakeholders for quick alignment on solution.
• Present to Architectural Design review board for alignment on solution where building custom components.
• 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.

3. 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.

4. 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.

What do you need to succeed?

• 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 (Sales and/or Service) 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.
• Experience with Agile delivery, Jira, confluence and DevOps pipelines in enterprise settings.