Business Strategy Director – Financial Services, Healthcare & Life Sciences

This is a fully remote position, open to applicants in California, +5 more states.

📋 Description

• Offer subject matter expertise in business strategy related to Salesforce products and services throughout delivery cycles

• Collaborate across Salesforce to establish program scope, team dynamics, value narrative, and presentations

• Identify future sales opportunities to enhance ongoing customer value

• Conduct and synthesize research on customers, industries, and end-users

• Execute assessments and lead workshops aimed at developing future-state operating models and business visions

• Recognize improvements in enterprise business processes and operations

• Translate the pre-sales vision and value narrative into an actionable Phase 0 roadmap

• Utilize AI tools for the creation and execution of deliverables and activities

• Formulate multi-year strategic roadmaps that prioritize investments and align with business objectives

• Conduct business value assessments and establish metrics for value realization

• Foster stakeholder alignment, engagement, and support across various functions

• Assist leaders in adopting digital operating models, governance strategies, and innovative work methodologies

• Partner with program management, experience design, change management, and technical teams

• Identify and proactively manage risks to ensure resolution

• Mentor and develop Business Strategists and project team members

• Act as an escalation point for customer engagements

• Support customer renewals and extensions where applicable

• Build the Business Strategy capacity within the Experience Services Competency

• Share methodologies, provide guidance to peers, and lead internal strategic initiatives to enhance the consulting practice

• Contribute to the community knowledge base and expertise

⛳️ Requirements

• At least 15 years of experience in customer-facing roles overseeing complex experience-led engagements involving large-scale transformations

• Demonstrated experience working with clients or internally within organizations in the Financial Services and/or Life Sciences sectors

• Solid understanding of key business value drivers and success metrics associated with large-enterprise Financial Services / Healthcare & Life Sciences organizations

• Capability to develop industry points of view, including recognizing market trends, responses, and solution offerings

• Required knowledge of Salesforce products and experience in solution design

• Background in Business Strategy, Enterprise Architecture, Product Management, Agile, Program Governance, and/or Value Realization

• Application of AI tools in service delivery

• Experience in go-to-market support, encompassing scoping, proposal development, RFP responses, and executive presentations

• Exceptional verbal and written communication skills

• Proficient in designing and facilitating workshops

• Comfortable presenting to C-suite executives, with strong skills in handling objections

• Ability to analyze and synthesize information to provide defensible recommendations in ambiguous situations

• Proactive, resourceful, and creative thinker who can inspire others and adapt to dynamic circumstances

• Proven track record of building customer relationships and collaborating across functions

• Willingness to travel as needed, up to 25–30% of the time

• Appreciation for the value of working onsite with customers

🏝️ Benefits

• Time off programs

• Medical insurance

• Dental insurance

• Vision insurance

• Mental health support

• Paid parental leave

• Life insurance

• Disability insurance

• 401(k)

• Employee stock purchasing program

• Incentive compensation may be available for eligible roles

• Equity may be available for eligible roles

• AI agents to enhance impact

• Reasonable accommodations during the application or recruiting process