Managing Director, Industry Business Consulting

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

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.

Industry: Financial Services

Job Summary

Do you have experience engaging with senior executives on strategic business transformation priorities? Have you led key stakeholder interviews and cross-functional teams to align on how Salesforce can best deliver business impact? Are you a compelling communicator and passionate about the importance of leadership alignment and governance to create a healthy 'win-win' partnership?

If so, we are looking for a leader to join our Industry Business Consulting organization to grow and deepen key client relationships within our Financial Services business.

The Team

The Salesforce Industry Business Consulting team members serve as 'trusted advisors' and strategic partners with client senior executives. We inspire and help our clients to achieve focused business outcomes by leveraging the power of the Salesforce platform. We are a team of tenured consulting and industry practitioners with rich domain expertise. Working together with our core and extended teams, we establish business and solutions credibility to build trust with clients at all levels in order to drive deeper strategic engagement to resolve a joint solution recommendation, business case, and roadmap for change.

What we are looking for

The Managing Director, Customer Value Assurance role brings an atypical combination of skills and experience to their work, including:

• Strategy and business consulting or equivalent background

• Executive presence and communications skills to win trust and develop value-added partnerships with the C-level and other Business and Technology Leaders

• Client relationship health and governance including experience coordinating a cross-functional team to: share market, industry, and peer benchmark insights; track and report on value realization; arrange a semi-annual educational series oriented to business and/or IT audiences; and, assess Salesforce platform optimization and adoption

• Sales acumen from an understanding of technology sales cycles and how decisions get done

• Financial Services industry experience is an added plus

What you will be doing:

Executive Relationship Development

• Executive Advisor - Develop relationships and trust with senior client executives and key sponsors to give them confidence & conviction wrt Salesforce

• Account Strategy - Collaborate with the extended team on strategy for executive engagement, influence, value realization, and partner collaboration & alignment

Consultative Engagement

• Leadership Alignment - engage with C-level executives and other senior business and technical leaders to: align on a mutual vision and set of OKRs for our partnership; re-align on the client's 'top of mind' imperatives; report on the impact derived from using Salesforce and progress addressing issues; and, identify action items to support our ongoing partnership health and governance.

• Cross-Functional Team Coordination - oversee the work and deliverables of cross- functional team members from business value services, enterprise architecture and customer success who will be performing various assessments and deriving recommendations in support of customer value assurance semi-annual meetings

• Consulting / SI Partner Collaboration - Help our partners understand and advocate for the broader role of Salesforce as a 'strategic platform', and to position our fit in the client's often complex enterprise architecture

Experience/Skills Required:

• Minimum 15 years Consulting and/or Industry Leadership experience driving innovation within a well-respected Financial Services company

• Hands-on leader with a "get it done" operating style. Willing to balance executive engagement and 'roll up your sleeves' work.

• Outstanding problem solving and analytical skills; demonstrated ability to structure complex problems, develop hypotheses, and present well-supported recommendations

• 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 a fast-paced work environment

• Strong orientation to deliver value for customers, and produce high quality deliverables

• Strong understanding of the Salesforce platform and products

• Undergraduate degree, advanced degree preferred

Preferred Requirements:

• High energy, positive attitude, innovative and creative. Exceptional collaborator.

• Ability to influence across a broad spectrum of individuals and functions

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.