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Job Category
Customer SuccessJob Details
About Salesforce
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.
Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.
Applications will be accepted until 06/30/2026.In this Business Strategy role with a Financial Services focus, you will join a passionate, high-performing, collaborative team focused on delivering complex, transformative engagements for Salesforce customers. Collaborating directly with CxO-level customers, you will craft innovative, experience-led strategies which clearly define the vision, program success metrics and an executable roadmap which achieves desired business outcomes. You will have the exciting opportunity to evolve and shape our Financial Services product in support of our our go-to-market and product teams. Working with our key customers, partners, and technical delivery leaders, you will drive scale, speed to value and a sustained landscape for future success.
The ideal candidate will:
bring technology-enabled, large-scale Business Transformation experience and knowledge of industry trends, leveraging this credibility as a strategic advisor to our customers, partners, and internal Salesforce teams.
demonstrate the the ability to think strategically about business, human-centered, and technical challenges in order to drive customer efficiencies, cost savings, and quick innovation available on the Salesforce platform.
possess strong facilitation and synthesis skills, with the ability to align diverse stakeholders on a common path forward, ensuring Business and IT executives embrace joint ownership for results.
have a customer-centric and collaborative mentality, willing to go the extra mile for the customer, and will break down barriers in order to ensure customer success. We believe the best strategists are those who obsess over the creation of customer and business value.
results-oriented, a strategic thinker that enjoys helping customers "cross the chasm" from current state to future state.
creative, a high-energy, entrepreneurial self-starter comfortable running initiatives and programs independently within a “start up-paced” technology company.
Key Responsibilities:
Position and support the sale of large-enterprise Salesforce Professional Services consulting engagements to customers, working cross-functionally within Salesforce to define the program scope, team, value narrative and pitch
Conduct assessments and facilitate workshops to gain alignment with leaders on a future-state vision, including business objectives, capabilities, value drivers, success metrics and technology priorities Perform and distill customer, industry and end-user research to identify key stakeholder needs, customer expectations and experience-led business opportunities Identify enterprise business process/operations improvements to realize efficiencies and increase impact
Craft innovative, forward-looking strategies which leverage the power of the Salesforce platform and transform complex, global companies to gain competitive advantage and growth in their markets
Work collaboratively and cross-functionally, particularly with Sales, Engagement Delivery Leaders, Solution and Technical Architects, Designers and External Partners
Develop multi-year, strategic roadmaps for immediate delivery that prioritize investments and support business objectives
Drive business and IT leaders to embrace new digital operating models, governance strategies and a customer- and user-centric mindset and approach to decision-making
Uncover future Sales opportunities to drive incremental customer value
Analyze opportunities and improvement data to articulate the strategic, operational and financial impact our platform and professional services delivered to the customer
Develop strategic business cases to project the value of strategy, the case for change and the implications of change for the organization
Foster solution/organizational adoption and strategy evolution to continue to deliver value with fast increment delivery cycles
Contribute to the development of a Business Strategy competency within Salesforce Professional Services, share best practices, advise and collaborate with peers
Primary Job Requirements:
10+ years consulting in enterprise-level technology transformation programs at Fortune 500 companies GTM support experience, including scoping, proposal development, RFP response, demos/presentations Experience in Business Strategy, Product Management, Agile, Program Governance, Experience Design, Change Management and/or Value Realization Knowledge of the concepts, practices, procedures, and deliverables associated with solution development, implementation and operational readiness.
Industry experience in Financial Services
Bachelor’s degree in a related field required, Master’s degree or MBA preferred.
Knowledge of the key business value drivers and success metrics typical of large-enterprise companies. Ability to analyze and synthesize complex information, working in situations where data may be absent or ambiguous and creative approaches are required Strong executive presence and presentation / facilitation skills, comfortable collaborating with and presenting to C-suite executives, including poised, confident objection-handling abilities.
Salesforce product knowledge and solution design are desired, but not required.
Occasional travel (expected average 30-50%).
Unleash Your Potential
When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.
Accommodations
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Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.
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.
In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. 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.Skills Required
- 10+ years consulting in enterprise-level technology transformation programs at Fortune 500 companies
- GTM support experience including scoping, proposal development, RFP response, demos/presentations
- Experience in Business Strategy, Product Management, Agile, Program Governance, Experience Design, Change Management and/or Value Realization
- Knowledge of the concepts, practices, procedures, and deliverables associated with solution development, implementation and operational readiness
- Industry experience in Financial Services
- Bachelor's degree in a related field
- Master's degree or MBA
- Knowledge of key business value drivers and success metrics typical of large-enterprise companies
- Ability to analyze and synthesize complex information in ambiguous situations
- Strong executive presence and presentation / facilitation skills; comfortable collaborating with and presenting to C-suite executives
- Salesforce product knowledge and solution design
- Occasional travel (expected average 30-50%)
Salesforce Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Salesforce and has not been reviewed or approved by Salesforce.
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Fair & Transparent Compensation — Pay is positioned as above-market in the U.S., with multiple peer-reported benchmarks converging around a similar median total compensation figure. Compensation is also framed as broadly viewed as fair in aggregate, even while acknowledging variation by role and group.
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Parental & Family Support — Parental leave is described as notably generous for U.S. caregivers, with additional supports like gradual return-to-work and doula reimbursement. Family-building programs are also emphasized through fertility/adoption/surrogacy support with sizeable reimbursement limits.
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Wellbeing & Lifestyle Benefits — Mental-health and coaching offerings are highlighted as accessible supports alongside financial-wellbeing tools. Volunteer Time Off and donation matching are presented as distinctive lifestyle-aligned benefits that add value beyond cash compensation.
Salesforce Insights
What We Do
Salesforce is the #1 AI CRM, where Humans with agents drive customer success together. Through Agentforce, our groundbreaking suite of customizable agents and tools, Salesforce brings autonomous AI agents, unified data from any source, and best-in-class Customer 360 apps together on one integrated platform to help companies connect with customers in a whole new way. Salesforce is democratizing AI agents for businesses of every size and industry so every company can embrace a workforce without limits. Our low code, open, and secure platform helps companies build and customize Salesforce fast so they can safely scale AI-powered work to every customer and employee experience and transform their business. Salesforce is proud to be the market leader, but we’re even more proud to lead in philanthropy, innovation and culture. Guided by core values of trust, customer success, innovation, equality, and sustainability, Salesforce is more than a business — we’re a platform for change.
Why Work With Us
There’s no typical day in the life of a Salesforce employee. You could be transforming our next AI innovation — or transforming your community. Closing deals — or closing your laptop for a day of Volunteer Time Off. Driving change for our customers — or driving change within one of our high-performing teams.
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