Managing Director, Industry Business Consulting

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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.

Managing Director, Industry Business Consulting (Customer Value Assurance)

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

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