Director – Industry Advisor – Financial Services
| Company | Salesforce |
|---|---|
| Location | San Francisco, CA, USA, Dallas, TX, USA, Chicago, IL, USA, New York, NY, USA, Denver, CO, USA, Atlanta, GA, USA |
| Salary | $208180 – $306250 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Expert or higher |
Requirements
- 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
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
Preferred Qualifications
- 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