Salesforce Functional Lead

Infotek Consulting Inc.; Toronto; Hybrid; CAD 110,208 - 137,760; Full time

Job summary

Infotek Consulting Inc. is seeking a Senior Salesforce Functional Lead in Toronto, ON, to join their agile team focusing on Salesforce Financial Services Cloud. This hybrid role requires expertise in delivering enterprise-level solutions while collaborating with various business units to enhance customer and advisor relationship platforms.

The ideal candidate will have 5+ years of experience in the role, with strong knowledge in financial services and banking. The position offers a competitive rate of $80–$100/hour for the contract period from May 18, 2026, to November 18, 2026.

Qualifications

• 5+ years of experience as a Salesforce Functional Lead.
• Strong hands-on experience with Salesforce Financial Services Cloud.
• 3+ years of experience within the financial services or banking industry.

Responsibilities

• Partner with stakeholders to understand business requirements.
• Lead discovery sessions and solution walkthroughs.
• Translate business needs into functional requirements, epics, and user stories.
• Design Salesforce solutions aligned with compliance standards.
• Support change management and user adoption initiatives.

Skills

Salesforce Financial Services Cloud expertise

Stakeholder management

Agile methodologies

Jira

Confluence

Job description

Job Summary

Location: Toronto, ON (Hybrid – 4 days onsite at Queens Quay)

Contract Duration: May 18, 2026 – November 18, 2026

Rate: $80–$100/hour

We are looking for a Senior Salesforce Functional Lead to join a high performing agile team delivering enterprise scale solutions on Salesforce Financial Services Cloud. This is an exciting opportunity to work on a major digital transformation initiative focused on modernizing advisor and customer relationship platforms within a highly regulated financial services environment.

You will play a key role in bridging business and technology teams, helping shape scalable Salesforce solutions that drive operational efficiency, customer experience, and business value.

Responsibilities

• Partner with stakeholders across Retail Banking, Commercial Banking, Operations, Risk, Compliance, Private Banking, and other business units to understand and refine business requirements
• Lead discovery sessions, workshops, and solution walkthroughs
• Translate business needs into functional requirements, epics, and user stories
• Identify opportunities for process optimization and automation using Salesforce capabilities
• Design scalable Salesforce Financial Services Cloud solutions aligned with enterprise architecture and compliance standards
• Collaborate with Product Owners, architects, developers, and technical leads to prioritize and deliver features
• Guide functional designers and support development teams throughout delivery cycles
• Define KPIs, success metrics, and acceptance criteria tied to business outcomes
• Support change management, stakeholder enablement, and user adoption initiatives
• Drive continuous improvement initiatives across processes and delivery practices

Must Have

• 5+ years of experience as a Salesforce Functional Lead
• Strong hands‑on experience with Salesforce Financial Services Cloud (FSC)
• 3+ years of experience within the financial services or banking industry
• Experience delivering enterprise scale Salesforce implementations in regulated environments
• Strong understanding of integrations with core banking systems and enterprise data platforms
• Experience working within Agile delivery environments
• Strong knowledge of Jira, Confluence, and DevOps practices
• Excellent communication and stakeholder management skills

Nice to Have

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

What You’ll Bring

• Strong leadership and collaboration skills
• Ability to work effectively with executives, business stakeholders, and technical teams
• Strategic mindset with a focus on scalable and sustainable solutions
• Passion for innovation and continuous improvement

If you are an experienced Salesforce Functional Lead with strong FSC expertise and a background in financial services transformation, we would love to connect with you.