Senior Director, Customer Financial Officer

🕒 October 1

🏄 California, Connecticut, +5 more states – Remote

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💵 $198.9k - $266.1k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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Logo of Salesforce

Salesforce

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

• Lead discovery dialogues and strategic workshops with C-Suite and executives across LOBs/Divisions, Technology, and Finance • Shape transformation imperatives connecting Salesforce platform capabilities to customers’ strategic and financial objectives • Advise customer executives on quantifying and articulating business value and financial impact • Build and maintain trusted relationships with customer executives • Oversee and evangelize board-level business cases and sophisticated ROI/TCO analyses • Act as senior Deal Advisor for strategic accounts • Develop deal strategies, negotiation plans, and concession strategies to increase ACV capture and reduce discounting • Establish frameworks for measuring value and prepare customers for post-sales value realization • Orchestrate BVS practitioners, account teams, and extended teams around strategic customer engagements • Mentor and coach the BVS and sales ecosystem on value-based selling, financial acumen, and executive engagement

🎯 Requirements

• 20+ years of combined experience in top-tier management consulting, investment banking, corporate strategy, or an executive-level value advisory role • Proven track record as a technology buyer or as a leader of large-scale digital transformation programs • Demonstrable experience building relationships with and advising the C-Suite and executives across LOBs/Divisions, Technology, and Finance • Deep expertise in corporate finance, sophisticated financial modeling, investment analysis, and deal structuring • Ability to lead complex, multi-threaded commercial negotiations focused on maximizing value • Mastery of translating complex business and technology concepts into compelling, value-based narratives that resonate at the board level • Exceptional cross-functional leadership skills • Deep experience and understanding of Financial Services, Healthcare, or the broader Canadian market • An MBA or equivalent advanced degree is highly preferred

🏖️ 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 • Reasonable accommodations during the application or recruiting process

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