Industry Advisor

Job Category:
Sales

This is a high‑impact role at the center of the FINS Industry Advisor team, combining deep client‑facing engagement with the design and execution of common frameworks that scale across FINS IA teams.

The role has a dual mandate: working directly with clients to deliver industry‑leading PoVs, workshops and strategic advisory engagements, while also serving as the internal architect of shared tools, assets and programs that amplify the effectiveness of the broader team.

A critical dimension of this role is serving as the primary point of contact between the FINS IA team and the specialist sales organization, partnering closely with specialist leadership to align and tailor deep industry perspectives, solution priorities and enablement resources directly to growth opportunities.

This role works 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 coordinate delivery of the GTM strategy to market.

• Industry expertise:
  Researching and bringing deep understanding of the business processes and economics of the industries served in FINS – across banking, insurance and wealth management.
• Client engagement excellence:
  Ability to design, facilitate and lead executive workshops and strategic advisory sessions that deliver clarity, alignment and momentum for clients to achieve their targeted business outcomes.
• Framework builder:
  Demonstrated ability to develop common frameworks, reusable assets and scaled programs that elevate the performance of distributed industry teams.
• Specialist partnership orientation:
  Operating as a bridge between industry strategy and specialist sales execution – translating market insights into actionable seller tools and heatmaps.
• 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 and simplifying difficult solutions.
• Executive presence:
  Winning trust of executives with poise, confidence and ease – in writing, in the room and on stage.
• Ability to execute with excellence:
  Program management, prioritization and communication skills that help organize teams, influence outcomes and deliver results cross‑functionally.
• Curious mind:
  Breaking down complex problems, asking questions, learning quickly, adjusting when necessary and always finding a great way forward.

• Design and facilitate structured executive SICs, workshops and strategic advisory sessions for key FINS accounts; bring industry understanding, structured problem solving and actionable pathways forward that deliver clear, actionable and results‑driven roadmaps for our clients and high‑impact growth opportunities (ACV and NNAOV) for Salesforce.
• Serve as a Financial Services industry subject matter expert on high‑priority accounts; provide thought leadership insights to expand the value of the Salesforce platform, consultatively tailor PoVs to what matters most to each client and contribute meaningfully to the account planning process in partnership with sales and solutions teams.
• Craft bespoke, industry‑specific perspectives that connect Salesforce capabilities to tangible business outcomes, accelerating our clients’ evolution into autonomous, agentic enterprises.
• Win trust of executives for short‑term sales wins and long‑term partnerships; extend personal and professional relationships that open doors and build continuity across key accounts.

• Design and steward frameworks, programs and assets that make the FINS Industry Advisor team more effective at scale, thinking beyond individual engagements to build the infrastructure that enables the broader team.
• Develop shared methodologies that bring consistency across sub‑verticals.
• Build field‑ready tools and enablement assets that arm sellers with the context they need to engage confidently.
• Lead cross‑functional programs that orchestrate resources around the highest‑priority…