Business Strategy Director – Financial Services, Healthcare & Life Sciences

🕒 October 22

🏄 California, Illinois, +4 more states – Remote

🏄 California – Remote 🌽 Illinois – Remote 🗽 New York – Remote 🍂 Massachusetts – Remote 🤠 Texas – Remote ☕ Washington – Remote

💵 $197.3k - $313.7k / year

⏰ Full Time

🔴 Lead

🧐 Strategy

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Salesforce

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1999

💼 Consulting

📣 Marketing

☁️ SaaS

Consulting • Marketing • SaaS

Salesforce is a leading cloud-based software company that provides a comprehensive customer relationship management (CRM) platform. The platform connects all company data and teams on an integrated, AI-driven system to improve sales, customer service, and marketing efforts. Salesforce offers scalable solutions for businesses of all sizes, including small and medium enterprises, and provides industry-specific solutions to modernize operations, save time, and reduce costs. Salesforce also offers educational resources through Trailhead and a wide selection of apps on AppExchange to extend its CRM capabilities.

📋 Description

• Provide business strategy subject matter expertise related to Salesforce products and services during delivery cycles • Work cross-functionally within Salesforce to define program scope, team, value narrative, and pitch • Uncover future sales opportunities to drive ongoing customer value • Perform and distill customer, industry, and end-user research • Conduct assessments and facilitate workshops to develop future-state operating models and business visions • Identify enterprise business process and operations improvements • Carry the pre-sales vision and value narrative into delivery through an actionable Phase 0 roadmap • Leverage AI tools in creating and executing deliverables and activities • Develop multi-year strategic roadmaps that prioritize investments and support business objectives • Perform business value assessments and define metrics for value realization • Drive stakeholder alignment, engagement, and buy-in across functions • Help leaders adopt digital operating models, governance strategies, and new ways of working • Collaborate with program management, experience design, change management, and technical teams • Identify and proactively manage risks through resolution • Coach and develop Business Strategists and project team members • Serve as an escalation point on customer engagements • Support customer renewals and extensions when applicable • Build the Business Strategy capability within the Experience Services Competency • Share methodologies, advise peers, and lead internal strategic initiatives to grow the consulting practice • Contribute to the community knowledge base and expertise

🎯 Requirements

• Minimum 15 years of experience in customer-facing roles leading complex experience-led engagements with large-scale transformation • Proven experience working with customers or internally at companies within the Financial Services and/or Life Sciences industries • Strong understanding of key business value drivers and success metrics typical of large-enterprise Financial Services / Healthcare & Life Sciences organizations • Ability to develop industry POVs, including identifying market trends, responses, and solution offerings • Salesforce product knowledge and solution design experience required • Experience in Business Strategy, Enterprise Architecture, Product Management, Agile, Program Governance, and/or Value Realization • Application of AI tools in services delivery • GTM support experience, including scoping, proposal development, RFP responses, and executive presentations • Excellent verbal and written skills • Strong workshop design and facilitation skills • Comfortable pitching to C-suite executives, including strong objection-handling abilities • Ability to analyze and synthesize information and make defensible recommendations amid ambiguity • Proactive, resourceful, creative thinker able to inspire others and navigate dynamic situations • Track record of building customer relationships and collaborating cross-functionally • Willingness to travel when required, up to 25–30% of the time • Understanding of the value of working onsite with customers

🏖️ Benefits

• Time off programs • Medical insurance • Dental insurance • Vision insurance • Mental health support • Paid parental leave • Life insurance • Disability insurance • 401(k) • Employee stock purchasing program • Incentive compensation may be available for eligible roles • Equity may be available for eligible roles • AI agents to accelerate impact • Reasonable accommodations during the application or recruiting process

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