Salesforce Functional Lead
About the role
In this role, you will:
- Collaborate with business stakeholders across Retail, Commercial, Advice Centre, Operations, Risk and Compliance, Private Banking and other cross-functional teams to understand business processes and user journeys, refine requirements and ensure alignment between business objectives and Salesforce solutions.
- Lead discovery sessions, workshops and solution walkthroughs, translating business needs into clearly defined functional requirements and epics while identifying opportunities for process optimization and automation using Salesforce capabilities.
- Design strategic solutions using Salesforce Financial Services Cloud industry practices, configure proofs of concept in Salesforce demo environments for stakeholder alignment and present solutions involving custom components to the Architectural Design Review Board.
- Assess dependencies across legacy backend systems and data warehouses, proposing scalable and reusable solutions aligned with enterprise architecture, compliance and data governance while supporting seamless integration.
- Guide functional designers in converting requirements and solution specifications into actionable user stories; collaborate with Product Owners and technical leads on backlog prioritization; define KPIs, success metrics and acceptance criteria; and support continuous improvement, change management and training content.
Work model
What you need to have to be considered
- Relevant college, university or post-graduate degree in Engineering or related education.
- 5+ years of experience working as a Functional Lead in Salesforce, including 3+ years of experience in the financial industry.
- Proven experience delivering Salesforce solutions at scale in highly regulated, enterprise-scale environments.
- Deep understanding of banking workflows, customer and product lifecycles and financial compliance, with strong experience in Salesforce Financial Services Cloud and integrations with core banking systems and data lakes.
- Experience with Agile delivery, Jira, Confluence and DevOps pipelines in enterprise environments.
These will help you stand out
- Ability to lead conversations across cross-functional teams and engage effectively with executives, senior leaders and technical teams.
- Experience leading discovery sessions and translating complex business requirements into functional requirements, epics and actionable user stories.
- Ability to identify opportunities for process optimization and automation using Salesforce capabilities.
- Experience configuring Salesforce proofs of concept to facilitate business and Product Owner alignment.
- Experience working across enterprise architecture, compliance and data governance considerations in a regulated environment.
Salary and Other Compensation
About Cognizant:
Cognizant (Nasdaq: CTSH) is an AI Builder and technology services provider, bridging the gap between AI investment and enterprise value by building full-stack AI solutions for our clients. Our deep industry, process and engineering expertise enables us to build an organization’s unique context into technology systems that amplify human potential, drive tangible outcomes and keep global enterprises ahead in a fast-changing world. See how at cognizant.ai or @cognizant.
Additional employment information
Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
Cognizant is an equal opportunity employer. Your application and candidacy will not be considered based on race, color, sex, religion, creed, sexual orientation, gender identity, national origin, disability, genetic information, pregnancy, veteran status or any other characteristic protected by federal, state or local laws.











