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SalesJob Details

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.

Do you have experience applying generative or agentic AI to drive business transformation? Have you led Compliance and/or Digital transformation initiatives in Financial Services? Are you a compelling communicator and passionate about the role of humans + AI agents working together via the Salesforce platform to achieve extraordinary business outcomes?

If so, we are looking for a leader to join our Industry Business Consulting organization to grow our Financial Services business. This senior-level role requires someone who can engage with C-level and EVP-level client business and technology executives to share a thoughtful point of view about the potential impact of Agentic AI for Financial Services organizations, and to share their practical experience having driven change with the benefit of Data & AI platforms. We are also looking for someone with specific experience in regulatory compliance in support of this solution domain and related Salesforce platform capabilities.

The Team

The Salesforce Industry Business Consulting team members serve as ‘trusted advisors’ and strategic partners with client senior executives. We inspire and help our clients to achieve focused business outcomes by leveraging the power of the Salesforce platform. We are a team of tenured consulting and industry practitioners with rich domain expertise. Working together with our core and extended teams, we establish business and solutions credibility to build trust with clients at all levels in order to drive deeper strategic engagement to resolve a joint solution recommendation, business case, and roadmap for change.

What we are looking for

The Managing Director, AI Enabled Transformation role brings an atypical combination of skills and experience to their work, including:

Strategy and business consulting or equivalent background
Executive presence and communications skills to win trust and develop value-added partnerships with Line of Business Leaders, Heads of AI Strategy, Chief Digital Officers, Chief Transformation Officers, and Heads of Risk & Compliance.
CRM, Data, and AI solutions depth, applied to business-driven roles and use cases
Financial Services industry experience
Practical insights from a track-record of large enterprise, complex solutions success
Sales acumen from an understanding of technology sales cycles and how decisions get done

What you will be doing

Executive Relationship Development
Executive Advisor - Develop relationships and trust with senior client executives and key sponsors to give them confidence & conviction wrt Salesforce, and to help them become trailblazers
Executive Briefings / Customer Meetings - Deliver thought leadership on domain-specific trends, solution use cases, and customer stories with content intended to promote client dialogue, and that is tailored and tuned to client interests.
Account Strategy - Collaborate with the extended team on strategy for executive engagement, influence, solution positioning, justification and partner collaboration & alignment
Consultative Engagement
Agentic AI Sessions - including 1) Education, Opportunity Identification & Prioritization; and 2) ‘Jobs to be done’ Design Sprints
Workshops - Facilitate joint business workshops with clients and the extended Salesforce team to align stakeholders around a solution recommendation, business case, and roadmap to operationalize their strategy
Consulting & Orchestration - Orchestrate cross-cloud solution design to represent the ‘Power of Salesforce’
Agentic AI Acceleration Programs - Enable our clients to accelerate use of AI Agents across their enterprise
Advisory SME Engagement
Points of View - Create and deliver tailored, client-specific ‘Solution POVs’ that tie to client interests and business imperatives. Develop interest for clients to dive deeper with Salesforce, sponsor discovery and education activities with their teams, and open avenues for broader executive access.
Thought Leadership - Maintain a perspective on Agentic AI and Compliance domain-specific trends, best practices, and solution use cases to provide guidance for clients and ‘voice of the customer/field’ for Salesforce (e.g. Product Management, GTM Strategy, Marketing, etc.)
Competency Support - Provide domain expertise to represent the value of Salesforce solutions
Consulting / SI Partner Collaboration – Help our partners understand and advocate for the broader role of Salesforce as a ‘strategic platform’, and to position our fit in the client’s often complex enterprise architecture

Experience/Skills Required

Minimum 15 years Consulting and/or Industry Leadership experience driving innovation within a well-respected Financial Services company
Experience deploying AI and/or Compliance-related solutions, ideally leveraging Salesforce, with a compelling vision for how Data & AI drive outsized business transformation opportunities in Financial Services
Strong understanding of the Salesforce platform and products
Outstanding problem solving and analytical skills; demonstrated ability to structure complex problems, develop hypotheses, and present well-supported recommendations
Hands-on leader with a “get it done” operating style. Willing to balance executive engagement and ‘roll up your sleeves’ work.
Outstanding written, verbal communication, presentation skills in front of audiences ranging from small executive meetings to very large keynote presentations
Self-starter with ability to multitask in a fast-paced work environment
Strong orientation to deliver value for customers, to produce high quality deliverables, and to be accountable for results and high performance
Undergraduate degree, advanced degree preferred

Preferred Requirements

High energy, positive attitude, innovative and creative
Exceptional collaborator and team player
Ability to influence across a broad spectrum of individuals and functions
Experience crafting compelling positioning and thought leadership content

Accommodations

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Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

For New York-based roles, the base salary hiring range for this position is $228,970 to $306,250.For Colorado-based roles, the base salary hiring range for this position is $208,180 to $278,460.For California-based roles, the base salary hiring range for this position is $228,970 to $306,250.For Illinois based roles, the base salary hiring range for this position is $208,180 to $278,460.Compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, benefits. More details about our company benefits can be found at the following link: https://www.salesforcebenefits.com.

Qualifications

We are also looking for someone with specific experience in regulatory compliance in support of this solution domain and related Salesforce platform capabilities
Strategy and business consulting or equivalent background
Executive presence and communications skills to win trust and develop value-added partnerships with Line of Business Leaders, Heads of AI Strategy, Chief Digital Officers, Chief Transformation Officers, and Heads of Risk & Compliance
Financial Services industry experience
Practical insights from a track-record of large enterprise, complex solutions success
Sales acumen from an understanding of technology sales cycles and how decisions get done
Minimum 15 years Consulting and/or Industry Leadership experience driving innovation within a well-respected Financial Services company
Experience deploying AI and/or Compliance-related solutions, ideally leveraging Salesforce, with a compelling vision for how Data & AI drive outsized business transformation opportunities in Financial Services
Strong understanding of the Salesforce platform and products
Outstanding problem solving and analytical skills; demonstrated ability to structure complex problems, develop hypotheses, and present well-supported recommendations
Hands-on leader with a “get it done” operating style
Willing to balance executive engagement and ‘roll up your sleeves’ work
Outstanding written, verbal communication, presentation skills in front of audiences ranging from small executive meetings to very large keynote presentations
Self-starter with ability to multitask in a fast-paced work environment

Benefits

The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education
For New York-based roles, the base salary hiring range for this position is $228,970 to $306,250.For Colorado-based roles, the base salary hiring range for this position is $208,180 to $278,460.For California-based roles, the base salary hiring range for this position is $228,970 to $306,250.For Illinois based roles, the base salary hiring range for this position is $208,180 to $278,460.Compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience
Certain roles may be eligible for incentive compensation, equity, benefits
More details about our company benefits can be found at the following link: https://www.salesforcebenefits.com

Responsibilities

This senior-level role requires someone who can engage with C-level and EVP-level client business and technology executives to share a thoughtful point of view about the potential impact of Agentic AI for Financial Services organizations, and to share their practical experience having driven change with the benefit of Data & AI platforms
CRM, Data, and AI solutions depth, applied to business-driven roles and use cases
Executive Relationship Development
Executive Advisor - Develop relationships and trust with senior client executives and key sponsors to give them confidence & conviction wrt Salesforce, and to help them become trailblazers
Executive Briefings / Customer Meetings - Deliver thought leadership on domain-specific trends, solution use cases, and customer stories with content intended to promote client dialogue, and that is tailored and tuned to client interests
Account Strategy - Collaborate with the extended team on strategy for executive engagement, influence, solution positioning, justification and partner collaboration & alignment
Consultative Engagement
Agentic AI Sessions - including 1) Education, Opportunity Identification & Prioritization; and 2) ‘Jobs to be done’ Design Sprints
Workshops - Facilitate joint business workshops with clients and the extended Salesforce team to align stakeholders around a solution recommendation, business case, and roadmap to operationalize their strategy
Consulting & Orchestration - Orchestrate cross-cloud solution design to represent the ‘Power of Salesforce’
Agentic AI Acceleration Programs - Enable our clients to accelerate use of AI Agents across their enterprise
Advisory SME Engagement
Points of View - Create and deliver tailored, client-specific ‘Solution POVs’ that tie to client interests and business imperatives
Develop interest for clients to dive deeper with Salesforce, sponsor discovery and education activities with their teams, and open avenues for broader executive access
Thought Leadership - Maintain a perspective on Agentic AI and Compliance domain-specific trends, best practices, and solution use cases to provide guidance for clients and ‘voice of the customer/field’ for Salesforce (e.g. Product Management, GTM Strategy, Marketing, etc.)
Competency Support - Provide domain expertise to represent the value of Salesforce solutions
Consulting / SI Partner Collaboration – Help our partners understand and advocate for the broader role of Salesforce as a ‘strategic platform’, and to position our fit in the client’s often complex enterprise architecture
Strong orientation to deliver value for customers, to produce high quality deliverables, and to be accountable for results and high performance

Managing Director, AI-Enabled Transformation (Financial Services)

Job Type