Business Value Consultant, Director/senior Director - Enterprise Financial Services

Salesforce Salesforce · Enterprise · New York, NY

Salesforce is seeking a Senior Director, Business Value Consultant for their Enterprise Financial Services team. This role focuses on engaging with executive client teams to articulate the strategic and financial impact of Salesforce's AI CRM platform, developing business cases, value propositions, and commercial proposals. The role collaborates closely with sales teams to define account strategies and identify new opportunities, requiring expertise in the financial services market, business case development, and consultative client-facing experience.

What you'd actually do

  1. Support major Enterprise accounts across all steps in the customer lifecycle, from strategic alignment, project justification, and commercial proposals to measuring the realized value of targeted business outcomes
  2. Work closely with our internal sales teams and other functions to help define account strategies and prioritize sales initiatives, based on value creation potential and opportunity size
  3. Facilitate internal and external workshops to discover customers' _current_ and _future_ business capabilities with the goal of identifying, prioritizing and measuring key business value drivers (metrics)
  4. Build compelling business case presentations and ROI (Return on Investment) analyses aimed at accelerating, justifying, and/or expanding sales opportunities
  5. Assist in the development and delivery of commercial proposals and deal structures, and share insights with senior sales management to help develop and execute negotiation strategies

Skills

Required

  • 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, and development and execution of value hypotheses, business cases, and commercial proposals
  • Strong analytical and problem solving skills, including the ability to derive meaningful insights from large amounts of information and clearly communicate complex ideas to customer senior executives, while handling questions and objections
  • Skilled in quantitative analysis and financial modeling
  • Mix of business and technical acumen with ability to engage and add value in discussions involving both technology and business strategy
  • Creative, high-energy, self-starter comfortable leading and executing initiatives and handling conflicting demands creatively and quickly
  • Thrive in working collaboratively and cross-functionally, particularly with Sales, Solution Engineering, Pricing, Industry teams and other key partners
  • Results-oriented, strategic thinker that enjoys helping customers "cross the chasm" from current state to future state

Nice to have

  • 15+ years of professional experience
  • MBA
  • Familiarity with technology and/or enterprise software

What the JD emphasized

  • Enterprise Financial Services market
  • business cases
  • commercial proposals
  • account strategy