Director, Industry Advisor - Financial Services

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Sales

Job Details

About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

Director, Industry Advisor (Financial Services)

What you will be doing:
This role has a big impact with client engagement, the development of the go-to-market strategy for FINS and the strategy for how Salesforce can win in the market in the short and long term. This includes working broadly across Distribution, Marketing, Programs, Enablement, Solutions and Product to grow ACV, build strong long-term partnerships with key clients, deepen understanding of current and future industry dynamics and coordinating the delivery of the GTM strategy to the market. This role works internally to design and develop strategy for the industry vertical. It also works externally with customers to confidently deliver how Salesforce solutions solve problems and deliver outcomes.
What we are looking for:
* Industry Expertise: Researching and bringing deep understanding of the business processes and economics of the industries served in FINS.
* Sales Acumen: Understanding of technology sales cycles and the ability to meaningfully contributing to the ACV engine by collaborating on big bets, navigation of complex deals, winning new logos, and simplifying difficult solutions
* Executive Presence: Winning trust of executives for short term sales wins and long-term partnerships.
* Analytical Muscle: Ability to identify the needs of the industry, anticipate how externalities will impact demand, and inform long term sales potential of sales solutions
* Ability to Execute with Excellence: Program management and communication skills that help organize teams, influence and deliver outcomes cross-functionally.
* Curious Mind: Break down complex problems, ask questions, learn quickly, adjust when necessary, and always find a great way to move forward.
Responsibilities:
* Customer Engagement: This role will be working directly with key clients across banking and wealth industries. The engagement brings strong industry understanding, structured problem solving, strategic clarity, executive presence (verbal and written) and create pathways forward that deliver growth.
* Executive Relationships: Win trust of executives for short term sales wins and long term partnerships. The team extends personal and professional relationships that open doors and build lasting connections with executives that bring continuity to accounts.
* Market Intelligence: This role will be analyzing internal and external data, analysts’ reports and more to create points of view on market trends, performance, risks and opportunities. This work informs how Salesforce will navigate headwinds, prioritize solutions in the market, and position capabilities with clients. It is also the fuel for thought leadership externally to build market credibility.
* Go To Market Strategy and Planning: Understand how the industry trends impact the performance of solutions in the market, competitive positioning, and ability to meet the needs of clients in banking and wealth. Anticipate implications to account strategy, client decisioning, business processes and how Salesforce is advancing clients needs.
* Industry Solution Enablement: Influence solutions creation to help educate and enable sales, pre-sales, and customer success teams so they can speak the customer’s language.
* Account Collaboration: Engage with key partners on targeted accounts and regional engagement strategies aligned with our overall strategies
* Voice of Salesforce to the Industry: Present and lead executive roundtable discussions and industry event presentations
Experience/Skills Required:
* Minimum 15 years combined Sales, Leadership, Product Marketing, Sales Enablement, Operations and/or similar functions in Fortune 500 enterprise software vendor, credible professional services firm, or iconic and respected bank or wealth firm
* Deep Wealth/Finance/Banking expertise with a point of view of sub-verticals
* Experience with deploying or using Salesforce with a hardworking vision for how we can change the industry in the Age of the Customer
* Consistent record of building and running robust teams
* Outstanding written, verbal communication, presentation skills in front of audiences ranging from small executive meetings to very large keynote presentations
* Self-starter with ability to multitask in the fast-paced and high-pressure work environment of a start-up paced software company
* Strong customer orientation and results-driven leader
* Strong understanding of Salesforce products
* Outstanding problem solving and analytical skills; demonstrated ability to structure complex. problems, develop hypotheses, and present well-supported solutions
Experience/Skills Desired:
* 10+ years of banking or wealth experience
* 10 years of high tech company experience and/or large system integrators supporting the above industries
* Undergraduate degree, advanced degree preferred
* Hands-on leader, “get it done” operating style, and participant in industry associations
* Ability to travel
Preferred Skills:
* Validated ability in leading digital transformation and large-scale change management efforts
* Ability to influence across a broad spectrum of individuals and functions
* Demonstrated ability to analyze and interpret data for value based discussions
* Action-oriented, entrepreneurial, flexible and innovative approach to operational management
* Ability to engage and motivate teams
* Media experience and social media presence
* Ability to lead through organizational change and virtual team
 

Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.

Accommodations

If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.

For New York-based roles, the base salary hiring range for this position is $228,970 to $335,720.For Colorado-based roles, the base salary hiring range for this position is $208,180 to $305,130.

For California-based roles, the base salary hiring range for this position is $228,970 to $335,720.

For Illinois based roles, the base salary hiring range for this position is $208,180 to $305,130.

For New Jersey based roles, the base salary hiring range for this position is $228,970 to $335,720.

Compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, benefits. More details about our company benefits can be found at the following link: https://www.salesforcebenefits.com.