Salesforce Functional Lead
$80 - $100 per hourInfotek Consulting Inc.
Salesforce Functional Lead
Location: Toronto, ON (Hybrid – 4 days onsite at Queens Quay)
Contract Duration: May 18, 2026 – November 18, 2026
Rate: $80–$100/hour
We are looking for a Senior Salesforce Functional Lead to join a high performing agile team delivering enterprise scale solutions on Salesforce Financial Services Cloud. This is an exciting opportunity to work on a major digital transformation initiative focused on modernizing advisor and customer relationship platforms within a highly regulated financial services environment.
You will play a key role in bridging business and technology teams, helping shape scalable Salesforce solutions that drive operational efficiency, customer experience, and business value.
Responsibilities
• Partner with stakeholders across Retail Banking, Commercial Banking, Operations, Risk, Compliance, Private Banking, and other business units to understand and refine business requirements
• Lead discovery sessions, workshops, and solution walkthroughs
• Translate business needs into functional requirements, epics, and user stories
• Identify opportunities for process optimization and automation using Salesforce capabilities
• Design scalable Salesforce Financial Services Cloud solutions aligned with enterprise architecture and compliance standards
• Collaborate with Product Owners, architects, developers, and technical leads to prioritize and deliver features
• Guide functional designers and support development teams throughout delivery cycles
• Define KPIs, success metrics, and acceptance criteria tied to business outcomes
• Support change management, stakeholder enablement, and user adoption initiatives
• Drive continuous improvement initiatives across processes and delivery practices
Must Have
• 5+ years of experience as a Salesforce Functional Lead
• Strong hands on experience with Salesforce Financial Services Cloud (FSC)
• 3+ years of experience within the financial services or banking industry
• Experience delivering enterprise scale Salesforce implementations in regulated environments
• Strong understanding of integrations with core banking systems and enterprise data platforms
• Experience working within Agile delivery environments
• Strong knowledge of Jira, Confluence, and DevOps practices
• Excellent communication and stakeholder management skills
Salesforce Functional Lead
Location: Toronto, ON (Hybrid – 4 days onsite at Queens Quay)
Contract Duration: May 18, 2026 – November 18, 2026
Rate: $80–$100/hour
We are looking for a Senior Salesforce Functional Lead to join a high performing agile team delivering enterprise scale solutions on Salesforce Financial Services Cloud. This is an exciting opportunity to work on a major digital transformation initiative focused on modernizing advisor and customer relationship platforms within a highly regulated financial services environment.
You will play a key role in bridging business and technology teams, helping shape scalable Salesforce solutions that drive operational efficiency, customer experience, and business value.
Responsibilities
• Partner with stakeholders across Retail Banking, Commercial Banking, Operations, Risk, Compliance, Private Banking, and other business units to understand and refine business requirements
• Lead discovery sessions, workshops, and solution walkthroughs
• Translate business needs into functional requirements, epics, and user stories
• Identify opportunities for process optimization and automation using Salesforce capabilities
• Design scalable Salesforce Financial Services Cloud solutions aligned with enterprise architecture and compliance standards
• Collaborate with Product Owners, architects, developers, and technical leads to prioritize and deliver features
• Guide functional designers and support development teams throughout delivery cycles
• Define KPIs, success metrics, and acceptance criteria tied to business outcomes
• Support change management, stakeholder enablement, and user adoption initiatives
• Drive continuous improvement initiatives across processes and delivery practices
Must Have
• 5+ years of experience as a Salesforce Functional Lead
• Strong hands on experience with Salesforce Financial Services Cloud (FSC)
• 3+ years of experience within the financial services or banking industry
• Experience delivering enterprise scale Salesforce implementations in regulated environments
• Strong understanding of integrations with core banking systems and enterprise data platforms
• Experience working within Agile delivery environments
• Strong knowledge of Jira, Confluence, and DevOps practices
• Excellent communication and stakeholder management skills
Nice to Have
• Deep understanding of banking workflows, customer lifecycle management, and financial compliance processes
• Experience supporting large scale digital transformation programs
What You’ll Bring
• Strong leadership and collaboration skills
• Ability to work effectively with executives, business stakeholders, and technical teams
• Strategic mindset with a focus on scalable and sustainable solutions
• Passion for innovation and continuous improvement
If you are an experienced Salesforce Functional Lead with strong FSC expertise and a background in financial services transformation, we would love to connect with you.
• Deep understanding of banking workflows, customer lifecycle management, and financial compliance processes
• Experience supporting large scale digital transformation programs
What You’ll Bring
• Strong leadership and collaboration skills
• Ability to work effectively with executives, business stakeholders, and technical teams
• Strategic mindset with a focus on scalable and sustainable solutions
• Passion for innovation and continuous improvement
If you are an experienced Salesforce Functional Lead with strong FSC expertise and a background in financial services transformation, we would love to connect with you.
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