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Salesforce Functional Consultant (Financial Services Cloud)

Toronto, ON
Hybrid
Posted Oct 5, 2026
1 position

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Employment type: Full-time
Experience level: Senior · 5+ years
Minimum education: Bachelor’s degree
Apply by: Nov 1, 2026
Posting language: English
Working hours: 40 hours per week
Office presence: 2 days per week
Seniority: Mid-Senior level
Application method: Direct apply is available

Job summary

Lead business discovery and requirements refinement, translating stakeholder needs into functional requirements, epics, and features for scalable Salesforce Financial Services Cloud solutions. Guide Agile delivery, solution design, prioritization, and adoption while collaborating with business, architecture, development, and QA teams.

Job details

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 • 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.

What you’ll do

Requirements

Requires a bachelor’s degree and at least five years of experience as a Salesforce Functional Lead, Business Lead, or Solution Lead, including three or more years in financial services or another regulated industry. Candidates need deep Salesforce Financial Services Cloud expertise, enterprise implementation and integration experience, strong stakeholder and Agile delivery skills, and familiarity with Jira, Confluence, and DevOps processes.