Industry Advisor

Description

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.

What You Will Be Doing

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. This 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 connects the strategic intent of the IA team to the day‑to‑day execution of specialist sellers, ensuring they are equipped with the context, tools, and assets needed to drive pipeline and close business.

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:
  Break down complex problems, ask questions, learn quickly, adjust when necessary, and always find a great way to move forward.

• Executive Engagement and Workshops:
  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.
• Strategic Account Support:
  Serve as a Financial Services industry subject matter expert on high‑priority accounts; provide thought leadership insights to expand the value the Salesforce platform, consultatively tailor PoVs to what matter most to each client and contribute meaningfully to the account planning process in partnership with sales and solutions teams.
• Customer Storytelling:
  Craft bespoke, industry‑specific perspectives that connect…