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Job Category
Customer Success
Job Details
About Salesforce
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.
Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.
Applications will be accepted until 06/30/2026.
In this Business Strategy role with a Financial Services focus, you will join a passionate, high-performing, collaborative team focused on delivering complex, transformative engagements for Salesforce customers. Collaborating directly with CxO-level customers, you will craft innovative, experience-led strategies which clearly define the vision, program success metrics and an executable roadmap which achieves desired business outcomes. You will have the exciting opportunity to evolve and shape our Financial Services product in support of our our go-to-market and product teams. Working with our key customers, partners, and technical delivery leaders, you will drive scale, speed to value and a sustained landscape for future success.
The ideal candidate will:
- bring technology-enabled, large-scale Business Transformation experience and knowledge of industry trends, leveraging this credibility as a strategic advisor to our customers, partners, and internal Salesforce teams.
- demonstrate the the ability to think strategically about business, human-centered, and technical challenges in order to drive customer efficiencies, cost savings, and quick innovation available on the Salesforce platform.
- possess strong facilitation and synthesis skills, with the ability to align diverse stakeholders on a common path forward, ensuring Business and IT executives embrace joint ownership for results.
- have a customer-centric and collaborative mentality, willing to go the extra mile for the customer, and will break down barriers in order to ensure customer success. We believe the best strategists are those who obsess over the creation of customer and business value.
- results-oriented, a strategic thinker that enjoys helping customers "cross the chasm" from current state to future state.
- creative, a high-energy, entrepreneurial self-starter comfortable running initiatives and programs independently within a “start up-paced” technology company.
**Key Responsibilities: **
- Position and support the sale of large-enterprise Salesforce Professional Services consulting engagements to customers, working cross-functionally within Salesforce to define the program scope, team, value narrative and pitch
- Conduct assessments and facilitate workshops to gain alignment with leaders on a future-state vision, including business objectives, capabilities, value drivers, success metrics and technology priorities Perform and distill customer, industry and end-user research to identify key stakeholder needs, customer expectations and experience-led business opportunities Identify enterprise business process/operations improvements to realize efficiencies and increase impact
- Craft innovative, forward-looking strategies which leverage the power of the Salesforce platform and transform complex, global companies to gain competitive advantage and growth in their markets
- Work collaboratively and cross-functionally, particularly with Sales, Engagement Delivery Leaders, Solution and Technical Architects, Designers and External Partners
- Develop multi-year, strategic roadmaps for immediate delivery that prioritize investments and support business objectives
- Drive business and IT leaders to embrace new digital operating models, governance strategies and a customer- and user-centric mindset and approach to decision-making
- Uncover future Sales opportunities to drive incremental customer value
- Analyze opportunities and improvement data to articulate the strategic, operational and financial impact our platform and professional services delivered to the customer
- Develop strategic business cases to project the value of strategy, the case for change and the implications of change for the organization
- Foster solution/organizational adoption and strategy evolution to continue to deliver value with fast increment delivery cycles
- Contribute to the development of a Business Strategy competency within Salesforce Professional Services, share best practices, advise and collaborate with peers
Primary Job Requirements:
- 10+ years consulting in enterprise-level technology transformation programs at Fortune 500 companies GTM support experience, including scoping, proposal development, RFP response, demos/presentations Experience in Business Strategy, Product Management, Agile, Program Governance, Experience Design, Change Management and/or Value Realization Knowledge of the concepts, practices, procedures, and deliverables associated with solution development, implementation and operational readiness.
- Industry experience in Financial Services
- Bachelor’s degree in a related field required, Master’s degree or MBA preferred.
- Knowledge of the key business value drivers and success metrics typical of large-enterprise companies. Ability to analyze and synthesize complex information, working in situations where data may be absent or ambiguous and creative approaches are required Strong executive presence and presentation / facilitation skills, comfortable collaborating with and presenting to C-suite executives, including poised, confident objection-handling abilities.
- Salesforce product knowledge and solution design are desired, but not required.
- Occasional travel (expected average 30-50%).
Unleash Your Potential
When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.
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.
In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.