Salesforce Functional Lead

As a Salesforce Functional Lead, you will act as a critical bridge between business stakeholders and technical delivery teams. This role requires a strategic thinker with deep Salesforce expertise, strong business acumen and leadership capabilities to drive the successful delivery of a scalable, high-impact Salesforce solution

1. Business Engagement and Requirements Refinement

• Collaborate closely with business stakeholders across Retail, Commercial, Advice Centre, Ops, Risk and Compliance, Private Banking and across other cross functions to understand business process, user journey and refine requirements
• Lead discovery sessions, workshops and walkthroughs to translate business needs into clearly defined functional requirements in Epics
• Challenge assumptions and identify opportunities for process optimization and automation using Salesforce capabilities
• Ensure Alignment between business objectives and proposed Salesforce solutions

2. Strategic Solutioning within a Regulated Environment

• Leverage Salesforce Financial Services cloud industry best practices to design strategic solutions that meet business goals
• Assess dependencies across legacy back end systems and data warehouses to ensure seamless integration
• Propose scalable, reusable solutions that align with enterprise architecture, compliance and data governance

3. Delivery Execution Oversight

• Guide functional designers within the team to convert refined requirements and solution specifications into actionable user stories for the squad developers, ensuring a clear path for development, configuration and integration
• Collaborate with Product Owners and technical leads to manage backlog and prioritize features based on business impact
• Define KPI's, success metrics and acceptance criteria tied to the business value

4. Continuous Improvement and Stakeholder Enablement

• Drive continuous improvement by identifying opportunities to optimize business processes (reduce manual handoffs, introducing automations wherever possible)
• Work with Product Owner to advice change management and training content to ensure successful adoption

What do you need to succeed?

• Relevant college, university, or post-graduate degree in Engineering or related education
• 8+ years of experience working as a Functional Lead in Salesforce and 3+ years experience financial industry
• Proven experience delivering Salesforce solutions at scale in a highly regulated, enterprise scale environments
• Deep understanding of banking workflows, customer and product lifecycle and financial compliance
• Strong experience with Salesforce Financial Services cloud and integration with core banking systems and data lakes
• Ability to lead conversations with cross functional teams and engage effectively with executives, senior leaders and technical teams
• Familiarity with Agile delivery, Jira, confluence and DevOps pipelines in enterprise settings