Director, Business Value Consultant – Enterprise Financial Services

🕒 May 30

🏢🏡 New York City – Hybrid

💵 $174k - $232.8k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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Logo of Salesforce

Salesforce

WebsiteLinkedIn

10,000+ employees

Founded 1999

☁️ SaaS

🤝 B2B

🤖 Artificial Intelligence

SaaS • B2B • Artificial Intelligence

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

• Support major Enterprise accounts across all steps in the customer lifecycle • Work closely with internal sales teams and other functions • Facilitate internal and external workshops to discover customers' business capabilities • Build compelling business case presentations and ROI analyses • Assist in the development and delivery of commercial proposals and deal structures • Provide thought leadership, training, and consultative partnering

🎯 Requirements

• Experience in the Enterprise Financial Services market - particularly Banking, Wealth & Asset Management, or Insurance • Expertise in building and presenting compelling business cases to executive and c-level clients • Prior experience in consultative and strategic customer-facing roles • Expertise in account strategy support, development and execution of value hypotheses, business cases, commercial proposals • Strong analytical and problem solving skills • Skilled in quantitative analysis and financial modeling • Creative, high-energy, self-starter comfortable leading and executing initiatives • Results-oriented, strategic thinker that enjoys helping customers.

🏖️ Benefits

• time off programs • medical • dental • vision • mental health support • paid parental leave • life and disability insurance • 401(k) • employee stock purchasing program

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