Senior Salesforce Functional Lead — Financial Services Cloud

Capgemini; Toronto; On-site; CAD 69,000 - 107,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Retirement benefits

Job summary

Tundra Technical Solutions in Canada is seeking a Senior Salesforce Functional Lead to manage the largest Salesforce CRM platform for a leading banking client. You will lead cross-functional teams, define requirements, and drive scalable Salesforce solutions within a regulated enterprise environment.

The role emphasizes deep implementation experience, business acumen, and collaboration with product owners and stakeholders to deliver high-impact outcomes in an agile setting.

Qualifications

• 5+ years of experience as a Salesforce Functional Lead.
• 3+ years of experience within the financial services industry.
• Proven experience delivering Salesforce solutions at scale within highly regulated enterprise environments.
• Deep understanding of banking workflows, customer lifecycle management, product lifecycle processes, and financial compliance requirements.
• Strong experience with Salesforce Financial Services Cloud (Sales and/or Service).
• Experience integrating Salesforce with core banking platforms, enterprise systems, and data lakes.
• Ability to lead discussions with business stakeholders, executives, senior leaders, and technical teams.
• Experience working within Agile delivery environments.
• Experience with Jira, Confluence, and DevOps pipelines.

Responsibilities

• Collaborate with business stakeholders across Retail, Commercial, Advice Centre, Operations, Risk & Compliance, Private Banking, and other functions to understand business processes, user journeys, and refine requirements.
• Lead discovery sessions, workshops, and walkthroughs to translate business needs into clearly defined functional requirements and Epics.
• Challenge assumptions and identify opportunities for process optimization and automation through Salesforce capabilities.
• Ensure alignment between business objectives and proposed Salesforce solutions.
• Leverage Salesforce Financial Services Cloud best practices to design strategic solutions that meet business goals.
• Configure proof-of-concept solutions in Salesforce demo environments to validate approaches with Product Owners and stakeholders.
• Present solutions to Architecture Design Review Boards when custom components are required.
• Assess dependencies across legacy systems, core platforms, and data warehouses to ensure successful integration.
• Propose scalable and reusable solutions aligned with enterprise architecture, compliance, and data governance standards.
• Guide functional designers in converting business requirements and solution specifications into actionable user stories.
• Partner with Product Owners and technical leads to manage backlogs and prioritize features based on business value.
• Define KPIs, success metrics, and acceptance criteria aligned to business outcomes.
• Identify opportunities to improve business processes through automation and reduced manual effort.
• Support change management and training initiatives to drive user adoption and successful implementation outcomes.

Skills

Salesforce Functional Lead

Stakeholder management

Agile delivery

Requirements gathering & refinement

Business process mapping

Leadership

Cross-functional collaboration

Education

Engineering or related degree

Tools

Jira

Confluence

DevOps pipelines

Job description

Tundra Technical Solutions in Canada is seeking a Senior Salesforce Functional Lead to manage the largest Salesforce CRM platform for a leading banking client. You will lead cross-functional teams, define requirements, and drive scalable Salesforce solutions within a regulated enterprise environment.

The role emphasizes deep implementation experience, business acumen, and collaboration with product owners and stakeholders to deliver high-impact outcomes in an agile setting.