Salesforce Functional Lead

Enterprise CRM & Digital Transformation Programme

Auckland | Hybrid Working | Enterprise Environment

About the Organisation

Our client is a globally recognised technology and consulting organisation delivering large-scale CRM, digital transformation, cloud and enterprise technology solutions across banking, telecommunications, utilities, retail and government sectors throughout New Zealand and internationally.

With a strong reputation for delivering complex enterprise programmes, the organisation combines global capability with locally embedded teams across Aotearoa. Employees benefit from exposure to enterprise-scale transformation initiatives, modern technology ecosystems and collaborative delivery environments that value continuous learning, inclusion and professional growth.

This is an opportunity to join a high-performing transformation programme focused on delivering scalable customer and operational capability within a complex and highly regulated enterprise environment.

The Opportunity

We are seeking an experienced Salesforce Functional Lead to play a critical role in the delivery of a large-scale Salesforce transformation programme.

This role will lead functional design and business solution alignment across multiple Salesforce CRM domains, working closely with stakeholders, delivery teams and platform specialists to ensure business requirements are translated into scalable, effective and sustainable Salesforce solutions.

You will act as the bridge between business and technology, ensuring the platform delivers meaningful operational and customer outcomes while maximising the value of standard Salesforce capability.

This is a senior functional leadership role requiring strong CRM expertise, stakeholder engagement capability and experience operating within enterprise-scale agile delivery environments.

Key Responsibilities

• Lead functional solution design across Salesforce CRM platforms and business domains

• Translate business requirements into scalable Salesforce configurations and functional specifications

• Partner closely with business stakeholders to validate requirements, priorities and functional outcomes

• Guide and mentor functional consultants, analysts and delivery squad members

• Ensure optimal use of standard Salesforce functionality and platform best practice

• Support backlog refinement, requirements gathering and user story development

• Collaborate with architects, developers and delivery leads to ensure successful implementation outcomes

• Contribute to platform governance, design standards and continuous improvement initiatives

• Support change management, business readiness and user adoption activities

• Participate in agile ceremonies and enterprise transformation planning activities

• Manage functional dependencies, risks and stakeholder expectations across delivery streams

Technical Skills & Experience

• 10+ years’ experience delivering Salesforce functional solutions within enterprise environments

• Deep functional expertise across Salesforce CRM ecosystems including Sales Cloud and Service Cloud

• Strong understanding of CRM business processes, customer lifecycle management and operational workflows

• Proven experience translating complex business requirements into scalable platform capability

• Experience leading functional streams within agile delivery environments

• Strong stakeholder engagement, facilitation and communication capability

• Experience working across enterprise-scale transformation programmes

• Understanding of platform governance, configuration best practice and functional solution design

• Exposure to enterprise integration ecosystems and cross-platform delivery environments

• Experience within financial services, banking, insurance or other highly regulated industries highly regarded

• Strong understanding of compliance, governance, risk and customer data considerations within enterprise technology environments

What We’re Looking For

We are looking for someone who is:

• Collaborative, consultative and solutions-focused

• Comfortable operating across both business and technical environments

• Inclusive and supportive in how they lead teams and engage stakeholders

• Passionate about customer experience and operational improvement

• Able to navigate complexity while maintaining delivery momentum

• Focused on delivering scalable, sustainable and business-aligned CRM capability

Applicants from diverse backgrounds are strongly encouraged to apply. We value different perspectives, lived experiences and ways of thinking, and are committed to creating an inclusive environment where people feel supported, respected and able to thrive.