Managing Director, AI-Enabled Transformation (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

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.

Applications will be accepted up to 5 weeks from posting date.

Do you have experience applying generative or agentic AI to drive business transformation? Have you led Compliance and/or Digital transformation initiatives in Financial Services? Are you a compelling communicator and passionate about the role of humans + AI agents working together via the Salesforce platform to achieve extraordinary business outcomes?
 

If so, we are looking for a leader to join our Industry Business Consulting organization to grow our Financial Services business. This senior-level role requires someone who can engage with C-level and EVP-level client business and technology executives to share a thoughtful point of view about the potential impact of Agentic AI for Financial Services organizations, and to share their practical experience having driven change with the benefit of Data & AI platforms.  We are also looking for someone with specific experience in regulatory compliance in support of this solution domain and related Salesforce platform capabilities.
 

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, AI Enabled Transformation 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 Line of Business Leaders, Heads of AI Strategy, Chief Digital Officers, Chief Transformation Officers, and Heads of Risk & Compliance.

• CRM, Data, and AI solutions depth, applied to business-driven roles and use cases

• Financial Services industry experience

• Practical insights from a track-record of large enterprise, complex solutions success

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

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, and to help them become trailblazers

• Executive Briefings / Customer Meetings - Deliver thought leadership on domain-specific trends, solution use cases, and customer stories with content intended to promote client dialogue, and that is tailored and tuned to client interests.

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

• Consultative Engagement

• Agentic AI Sessions - including 1) Education, Opportunity Identification & Prioritization; and 2) ‘Jobs to be done’ Design Sprints

• Workshops - Facilitate joint business workshops with clients and the extended Salesforce team to align stakeholders around a solution recommendation, business case, and roadmap to operationalize their strategy

• Consulting & Orchestration - Orchestrate cross-cloud solution design to represent the ‘Power of Salesforce’

• Agentic AI Acceleration Programs - Enable our clients to accelerate use of AI Agents across their enterprise

• Advisory SME Engagement

• Points of View - Create and deliver tailored, client-specific ‘Solution POVs’ that