Industry Advisor

This is a fully remote position, open to applicants in California, +4 more states.

📋 Description

• Executive Engagement and Workshops: Create and lead structured executive SICs, workshops, and strategic advisory sessions for key FINS accounts; leverage industry insights, systematic problem-solving, and actionable strategies that provide clear, results-oriented roadmaps for our clients and significant growth opportunities (ACV and NNAOV) for Salesforce.

• Strategic Account Support: Act as a subject matter expert in the Financial Services sector for high-priority accounts; offer thought leadership insights to enhance the value of the Salesforce platform, customize PoVs to address the most critical needs of each client, and significantly contribute to the account planning process in collaboration with sales and solutions teams.

• Customer Storytelling: Develop tailored, industry-specific narratives that link Salesforce capabilities to measurable business outcomes, facilitating our clients' transition into autonomous, agentic enterprises.

• Executive Relationships: Cultivate the trust of executives for immediate sales achievements and enduring partnerships; foster personal and professional connections that create opportunities and enhance continuity across key accounts.

• A fundamental aspect of this role involves designing and managing the frameworks, programs, and resources that enhance the effectiveness of the FINS Industry Advisor team at scale. This entails considering broader engagements to build the infrastructure required for the larger team: formulating shared methodologies that ensure consistency across sub-verticals; creating field-ready tools and enablement resources that equip sellers with the necessary context for confident engagement; and leading cross-functional initiatives that coordinate resources around the highest-priority opportunities.

• The individual in this position acts as a force multiplier: converting industry expertise into structured, reusable resources that elevate the quality and efficiency of the entire IA organization.

• Primary IA Point of Contact for Specialist Sales: Function as the dedicated intermediary between the FINS IA team and the specialist sales organization, establishing a robust operational rhythm with specialist leadership to harmonize on market priorities, solution heatmaps, and co-selling opportunities.

• Specialist Enablement: Create and present industry trend and solution overview materials tailored specifically for specialist sellers, grounding them in the GTM motion, prioritized solutions based on customer purchasing behaviors, and industry buying trends that contribute to their success.

• Opportunity: Integrate market intelligence and solution analysis into specialist opportunity heatmaps that pinpoint where industry insight and specialist expertise can converge to foster pipeline development and growth.

• Solution Playbooks: Collaborate with specialist teams to co-create solution playbooks, anchoring content in industry use cases, customer narratives, competitive context, and clear calls to action for sellers.

⛳️ Requirements

• A minimum of 10-15 years of experience in financial services industry leadership, business or technology consulting, and/or related roles at a leading financial institution, Fortune 500 enterprise software vendor, and/or reputable professional services firm.

• Extensive expertise across banking, wealth management, and/or insurance with a specialized viewpoint on sub-verticals.

• Proven experience in designing and facilitating executive workshops and client advisory engagements or significant strategic business transformations utilizing technology as a key enabler.

• Established record of developing common frameworks, scaled programs, or reusable assets within a matrixed GTM environment.

• Experience collaborating directly with specialist or matrixed sales teams to drive enablement, alignment, and pipeline expansion.

• Experience implementing or closely working with Salesforce, coupled with a strong vision for how the platform can revolutionize the financial services sector and drive business outcomes.

• Exceptional written and verbal communication, presentation, and persuasive skills suitable for audiences ranging from intimate executive meetings to large keynote addresses.

• Self-motivated individual capable of multitasking and effectively prioritizing in the fast-paced, high-pressure setting of a start-up-oriented software company.

• Strong customer-centric approach and results-oriented working style.

• Comprehensive 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