Industry Advisor

FINS Industry Advisor – Senior Position

Client Engagement & Advisory

• Design and facilitate executive workshops and strategic advisory sessions for key financial services accounts, delivering clear, actionable roadmaps that advance business outcomes.
• Serve as the industry subject‑matter expert on high‑priority accounts, providing thought leadership and collaborating with sales and solutions teams on account planning.
• Create industry‑specific storytelling content that links Salesforce capabilities to measurable business results.
• Build trusting executive relationships to support both short‑term wins and long‑term partnerships.

Common Frameworks & Scaled Programs

• Develop shared methodologies that create consistency across sub‑verticals.
• Build field‑ready tools and enablement assets for sellers, enabling confident engagement.
• Lead cross‑functional programs that align resources around high‑priority opportunities.
• Translate industry knowledge into reusable resources that increase team effectiveness.

Specialist Team Partnership

• Serve as the primary point of contact between the IA team and specialist sales organizations, establishing a strong operating rhythm.
• Develop and deliver industry trend and solution content tailored to specialist sellers, supporting GTM motions.
• Synthesize market intelligence into opportunity heatmaps that guide pipeline growth.
• Co‑create solution playbooks that incorporate industry use cases, customer stories, competitive context, and clear calls to action for sellers.

• 10‑15 years of experience in financial services, consulting, or related roles at a leading institution, software vendor, or professional services firm.
• Deep expertise in banking, wealth management, and/or insurance with strategic insight into sub‑verticals.
• Proven track record designing and facilitating executive workshops and advisory engagements that drive transformation.
• Experience building common frameworks, scaled programs, or reusable assets in a matrixed GTM environment.
• Hands‑on experience working with Salesforce and a strong vision for platform impact in financial services.
• Outstanding presentation and communication skills spanning executive audiences to large keynotes.
• Self‑starter who can multitask and prioritize in a fast‑paced, high‑pressure environment.
• Strong customer orientation and results‑driven operating style.
• Solid understanding of Salesforce products and the FINS solution portfolio.

• 10+ years in financial services.
• Experience with Agentforce, agentic AI strategy, or multi‑cloud solution design.
• Familiarity with Salesforce Financial Services Cloud, Data Cloud, and/or Slack.
• Undergraduate degree required; advanced degree preferred.
• Participation in industry associations and a get‑it‑done operating style.

• Leadership in large‑scale digital transformation and change management.
• Influence across a broad spectrum of individuals and functions in a matrixed organization.
• Data analytics to support value‑based discussions.
• Entrepreneurial, flexible, and innovative program management approach.
• Competitive intelligence, market assessments, or solution analysis for executive audiences.
• Ability to engage and motivate cross‑functional teams.
• Comfort with AI productivity tools and commitment to AI adoption.

Disability accommodations are available. Please submit a request via the Accommodations Request Form.

Salesforce is an Equal Employment Opportunity and affirmative action employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, marital status, veteran status, or disability status.