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Salesforce Functional Consultant (Financial Services Cloud)
Job Location:
Monthly Salary:
Experience Required:
Posted:
3 October 2026 (5 days ago)
Posted:
Application Deadline:
31 December 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Salesforce Functional Lead (Financial Services Cloud)
Location: Toronto ON
Work Model: Hybrid (2 days onsite per week)
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 a large Salesforce Financial Services Cloud environment 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.
Change Enablement & Continuous Improvement
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
Bachelors 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 Were 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.
Required Skills:
Java
