Salesforce Functional Manager

Overview

At KPMG in Canada, our people bring their unique perspectives to Canada’s most important challenges. Here, you can build momentum that reaches beyond our business, develop skills for the future, and take ownership of your career with support at every stage. Join a firm where your career can make a difference.

 

This role focuses on program planning, requirements gathering, process optimization, solution design and stakeholder management of the Salesforce solution with a deep industry knowledge in Financial Services.

What you will do

As a Salesforce Technical Lead your responsibilities will include, but are not limited to: 

• Lead a team of functional resources (business analysts, functional consultants) to design and implement Salesforce solution design 
• Working closely with functional leads and solution architects to design overall application architecture and ensure alignment with business goals and functional designs while adhering to platform best practices.
• Bring deep experience designing robust, large and complex Salesforce solutions, within Financial Services industry. 
• Lead the definition of business requirements: Translate business needs and pain points into clear user stories, functional designs, and acceptance criteria.
• Business process optimization: Identify painpoints in the current business process and recommends process optimizations to support increased productivity and cost take out activities. This includes fit gap analysis and future state process mapping.
• Lead solution design: Map out platform design utilizing Salesforce functionality to meets the needs of the business. Outline both OOTB functionality and customization requirements.
• Client stakeholder management: Align executives, departmental leaders, and business teams on roadmaps, design, and platform capabilities.
• Provide guidance to and ensure alignment of team members in preparation for client meetings, presentations, demos, or other required project forums 
• Lead team members on the creation of detailed design and documentation of each component of the solution including definition of design workshops, user story definition, test script development. This include leveraging agile implementation frameworks and meetings.
• Performs regular reviews on the deliverables produced by project team members.  
• Support for pre-sales activities, acting as a functional SME to assist team in preparing and presenting proposals, RFP responses, and tailored demonstrations. 
• Staying current on Salesforce platform capabilities/offerings and related technologies.

What you bring to the role

• Advanced knowledge of the Salesforce solution, specifically Financial Services Cloud, Experience Cloud, Data Cloud, Marketing Cloud and Agentforce.
• Strong experience (8+ years) designing and delivering Salesforce implementations and integrating Salesforce to external systems.
• Salesforce certifications in Financial Services Cloud, Experience Cloud, Data Cloud, Marketing Cloud and Agentforce. 
• nCino experience, nice to have.
• Experience leading a team through the Salesforce planning and design process for client engagements.
• Experience with the implementation of large, complex, enterprise-wide Salesforce solutions within the Financial Services Industry.  Capital markets, corporate/commercial banking is an asset.
• Familiarity with dev-ops processes and best practices using commonly used tools 

• Commitment to building a diverse and inclusive team 
• Strong verbal and written communication skills 
• Demonstrated analytical, problem-solving, organizational, and interpersonal skills.  
• Fully bilingual (French/English).

This position requires written and oral fluency in English because it involves interpretation and application of English standards, guidance, laws and regulations, servicing of English-speaking clients located across Canada and collaboration with English Speaking colleagues located outside of Quebec. 

 

Providing you with the support you need to be at your best

 

 

Our Values, The KPMG Way

Integrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters

 

KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice.

 

Adjustments and accommodations throughout the recruitment process

 

At KPMG, we are committed to fostering an inclusive recruitment process where all candidates can be themselves and excel. We aim to provide a positive experience and are prepared to offer adjustments or accommodations to help you perform at your best. Adjustments (informal requests), such as extra preparation time or the option for micro breaks during interviews, and accommodations (formal requests), such as accessible communication supports or technology aids, are tailored to individual needs and role requirements. You will have an opportunity to request an adjustment or accommodation at any point throughout the recruitment process. If you require support, please contact KPMG’s Employee Relations Service team by calling 1-888-466-4778.

 

AI Usage

 

We embrace the use of artificial intelligence (AI) to enhance the candidate experience and streamline our recruitment processes. AI tools may help with organizing applications or surfacing relevant qualifications. However, no hiring decisions are made using AI. Every hiring decision is made by our hiring managers and recruitment professionals, who are equipped with training that empowers them to use these tools responsibly. AI technologies used in our recruitment process undergo detailed risk assessments, including security and privacy requirements, that align with KPMG’s Trusted AI framework.

 

We believe technology should empower human judgment, not replace it. It’s one of the many ways we’re delivering on our vision of being a technology-first, people-driven firm.

 

• Advanced knowledge of the Salesforce solution, specifically Financial Services Cloud, Experience Cloud, Data Cloud, Marketing Cloud and Agentforce.
• Strong experience (8+ years) designing and delivering Salesforce implementations and integrating Salesforce to external systems.
• Salesforce certifications in Financial Services Cloud, Experience Cloud, Data Cloud, Marketing Cloud and Agentforce. 
• nCino experience, nice to have.
• Experience leading a team through the Salesforce planning and design process for client engagements.
• Experience with the implementation of large, complex, enterprise-wide Salesforce solutions within the Financial Services Industry.  Capital markets, corporate/commercial banking is an asset.
• Familiarity with dev-ops processes and best practices using commonly used tools 

• Commitment to building a diverse and inclusive team 
• Strong verbal and written communication skills 
• Demonstrated analytical, problem-solving, organizational, and interpersonal skills.  
• Fully bilingual (French/English).

This position requires written and oral fluency in English because it involves interpretation and application of English standards, guidance, laws and regulations, servicing of English-speaking clients located across Canada and collaboration with English Speaking colleagues located outside of Quebec. 

 

Providing you with the support you need to be at your best

 

 

As a Salesforce Technical Lead your responsibilities will include, but are not limited to: 

• Lead a team of functional resources (business analysts, functional consultants) to design and implement Salesforce solution design 
• Working closely with functional leads and solution architects to design overall application architecture and ensure alignment with business goals and functional designs while adhering to platform best practices.
• Bring deep experience designing robust, large and complex Salesforce solutions, within Financial Services industry. 
• Lead the definition of business requirements: Translate business needs and pain points into clear user stories, functional designs, and acceptance criteria.
• Business process optimization: Identify painpoints in the current business process and recommends process optimizations to support increased productivity and cost take out activities. This includes fit gap analysis and future state process mapping.
• Lead solution design: Map out platform design utilizing Salesforce functionality to meets the needs of the business. Outline both OOTB functionality and customization requirements.
• Client stakeholder management: Align executives, departmental leaders, and business teams on roadmaps, design, and platform capabilities.
• Provide guidance to and ensure alignment of team members in preparation for client meetings, presentations, demos, or other required project forums 
• Lead team members on the creation of detailed design and documentation of each component of the solution including definition of design workshops, user story definition, test script development. This include leveraging agile implementation frameworks and meetings.
• Performs regular reviews on the deliverables produced by project team members.  
• Support for pre-sales activities, acting as a functional SME to assist team in preparing and presenting proposals, RFP responses, and tailored demonstrations. 
• Staying current on Salesforce platform capabilities/offerings and related technologies.