Salesforce Functional Lead (Financial Services Cloud)

Astra-North Infoteck Inc. ~ Conquering today’s challenges, achieving tomorrow’s vision!; Toronto; Hybrid; CAD 110,000 - 150,000; Full time

Job summary

Astra-North Infoteck Inc. in Toronto, ON is seeking a Senior Salesforce Functional Lead to guide large-scale FSC implementations within the financial services sector.

The role emphasizes strategic thinking, stakeholder engagement, and delivery of customer-focused Salesforce solutions across multiple business lines. You will lead discovery, design, and agile delivery with close collaboration across business, architecture, and IT teams, ensuring governance, compliance, and measurable business

Qualifications

• Bachelor's degree in Engineering, Computer Science, Information Technology, Business, or a related field.
• 5+ years of experience as Salesforce Functional Lead, Business Lead, or Solution Lead.
• 3+ years in banking, financial services, or another highly regulated industry.
• Deep expertise in Salesforce Financial Services Cloud (FSC) including Sales/Service Cloud.
• Proven experience leading enterprise Salesforce implementations at scale.
• Strong understanding of customer lifecycle management, regulatory requirements, and compliance.
• Experience with integrations involving core platforms and data ecosystems.
• Exceptional stakeholder management with 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.

Responsibilities

• Partner with business stakeholders to understand customer journeys, processes, and 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.
• Leverage FSC best practices to design scalable, sustainable solutions.
• Develop proof-of-concepts and demonstrate solutions to stakeholders.
• Collaborate with architecture teams to align with enterprise standards and governance.
• Assess dependencies across legacy systems and data ecosystems.
• Recommend reusable solutions supporting long-term objectives.
• Guide teams in turning requirements into actionable user stories.
• Work with Product Owners, Developers, Architects, and QA through delivery.
• Support backlog prioritization and release planning.
• Define success metrics, acceptance criteria, and KPIs.
• Ensure quality and consistency of functional deliverables.
• Drive continuous improvement in efficiency, automation, and UX.
• Support change management, training, and adoption.
• Mentor team members and act as trusted advisor to stakeholders.

Skills

Stakeholder management

Agile delivery

Solution design

Leadership

Education

Bachelor's degree in Engineering, Computer Science, Information Technology, Business, or related field

Tools

Jira

Confluence

DevOps

Job description

Salesforce Functional Lead (Financial Services Cloud)

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.