Industry Advisor

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🏄 California, Illinois, +3 more states – Remote

🏄 California – Remote 🌽 Illinois – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🤠 Texas – Remote

💵 $235k - $314.3k / year

⏰ Full Time

🟠 Senior

🔴 Lead

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Salesforce

WebsiteLinkedInAll Job Openings

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

• 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 Salesforce capabilities to tangible business outcomes, accelerating our clients' evolution into autonomous, agentic enterprises. • Executive Relationships: Win trust of executives for short-term sales wins and long-term partnerships; extend personal and professional relationships that open doors and build continuity across key accounts. • A core pillar of this role is the design and stewardship of the frameworks, programs, and assets that make the FINS Industry Advisor team more effective at scale. This means thinking beyond individual engagements to build the infrastructure that enables the broader team: Developing shared methodologies that bring consistency across sub-verticals; Building field-ready tools and enablement assets that arm sellers with the context they need to engage confidently; Leading cross-functional programs that orchestrate resources around the highest-priority opportunities. • The individual in this role operates as a force multiplier: translating industry knowledge into structured, reusable resources that raise the quality and efficiency of the entire IA organization. • Primary IA Point of Contact for Specialist Sales: Serve as the dedicated liaison between the FINS IA team and the specialist sales organization building a strong operating rhythm with specialist leadership to align on market priorities, solution heatmaps, and co-selling opportunities. • Specialist Enablement: Develop and deliver industry trend and solution overview content tailored specifically for specialist sellers, grounding them in the GTM motion, prioritized solutions based on what customers are buying, and industry buying patterns that drive their success. • Opportunity: Synthesize market intelligence and solution analysis into specialist opportunity heatmaps that identify where industry knowledge and specialist expertise can intersect to drive pipeline and growth. • Solution Playbooks: Co-create solution playbooks with specialist teams, anchoring content in industry use cases, customer stories, competitive context, and clear calls to action for sellers.

🎯 Requirements

• Minimum 10-15 years combined in financial services industry leadership, business or technology consulting, and/or similar functions at a leading financial institution, Fortune 500 enterprise software vendor, and/or credible professional services firm. • Deep expertise across banking, wealth management, and/or insurance with an expert point of view on sub-verticals • Demonstrated experience designing and facilitating executive workshops and client advisory engagements or significant strategic business transformation leveraging technology as a critical enabler. • Proven track record building common frameworks, scaled programs, or reusable assets in a matrixed GTM environment. • Experience working directly with specialist or matrixed sales teams to drive enablement, alignment, and pipeline growth. • Experience deploying or working closely with Salesforce, with a strong vision for how the platform can transform the financial services industry and driving business outcomes. • Outstanding written, verbal communication, presentation, and influential skills with audiences ranging from small executive meetings to large keynote presentations. • Self-starter with ability to multitask and effectively prioritize in the fast-paced, high-pressure environment of a start-up-paced software company. • Strong customer orientation and results-driven operating style. • Strong understanding of Salesforce products and the FINS solution portfolio.

🏖️ Benefits

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