Salesforce Functional Lead FSC

Job Title: Salesforce Lead

Role Description

• Collaborate with business stakeholders to understand business objectives requirements as-is and future-state processes and pain points.
  
• Conduct workshops interviews and requirement gathering/refinement sessions with Product Owners architects and technical leads.
  
• Identify and propose optimal Salesforce out-of-the-box solutions; where gaps exist recommend appropriate custom solutions in collaboration with technical and UX teams.
  
• Prepare and present materials to the Salesforce Design Authority for review of problem statements and solution options ensuring alignment between business and technology teams.
  
• Perform proof of concepts (POCs) and impact analysis on existing Salesforce processes configurations and data; present findings and options to Product Owners.
  
• Create functional artifacts including refined epics detailed user stories ready for development and functional documentation (e.g. Confluence pages).
  
• Participate in all Scrum ceremonies and lead squad refinement sessions.
  
• Support QA by defining functional scenarios clarifying requirements and reviewing test cases against business needs.
  
• Assist in defect triage and resolution.
  
• Ensure compliance with Salesforce best practices and security standards.
  

Required Skills & Qualifications

• Bachelors or postgraduate degree in Engineering or a related field.
  
• 5 years of experience as a Salesforce Functional Lead.
  
• 3 years of experience in the financial services industry.
  
• Proven experience delivering Salesforce solutions at scale in highly regulated enterprise environments.
  
• Strong understanding of banking workflows customer lifecycle product lifecycle and financial compliance.
  
• Hands-on experience with Salesforce Financial Services Cloud and integrations with core banking systems and data platforms.
  
• Ability to lead cross-functional discussions and effectively engage with executives senior leadership and technical teams.
  
• Experience working in Agile environments using tools such as Jira and Confluence.
  
• Familiarity with DevOps pipelines in enterprise settings.
  

Core Competencies

• Stakeholder management
  
• Business analysis & requirements engineering
  
• Salesforce solution design (OOTB custom)
  
• Agile delivery & Scrum leadership
  
• QA support & defect management
  
• Communication & presentation skills