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Job Category

Sales

Job 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 11/24/2025.

Industry Advisor - Banking and Wealth 

What you will be doing: 
This role has a big impact on client engagement, the development of the go-to-market strategy for FINS and the strategy for how Salesforce can win in the market in the short and long term. This includes working broadly across Distribution, Marketing, Programs, Enablement, Solutions and Product to grow ACV, build strong long-term partnerships with key clients, deepen understanding of current and future industry dynamics and coordinating the delivery of the GTM strategy to the market. This role works internally to design and develop strategy for the industry vertical. It also works externally with customers to confidently deliver how Salesforce solutions solve problems and deliver outcomes.
 
What we are looking for: 
* Industry Expertise: Researching and bringing deep understanding of the business processes and economics of the industries served in FINS. 
* Sales Acumen: Understanding of technology sales cycles and the ability to meaningfully contribute to the ACV engine by collaborating on big bets, navigating complex deals, winning new logos, and simplifying difficult solutions 
* Executive Presence: Winning the trust of executives for short term sales wins and long-term partnerships. 
* Analytical Muscle: Ability to identify the needs of the industry, anticipate how externalities will impact demand, and inform long term sales potential of sales solutions.
* Ability to Execute with Excellence: Program management and communication skills that help organize teams, influence and deliver outcomes cross-functionally.
* Curious Mind: Break down complex problems, ask questions, learn quickly, adjust when necessary, and always find a great way to move forward.

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 decision-making, business processes, and how Salesforce is advancing clients' needs.
* Industry Solution Enablement: Influence solutions creation to help educate and enable sales, presales, 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

Experience/Skills Required:
* 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.<