Senior Director, Customer Financial Officer

This is a fully remote position, open to applicants in California, +6 more states.

📋 Description

• Facilitate discovery conversations and strategic workshops with C-Suite executives and leaders across Lines of Business (LOBs), Technology, and Finance.

• Define transformation imperatives that align Salesforce platform capabilities with the strategic and financial goals of customers.

• Provide guidance to customer executives on quantifying and communicating business value and financial impact.

• Cultivate and sustain trusted relationships with customer executives.

• Lead and promote board-level business cases and advanced ROI/TCO analyses.

• Serve as a senior Deal Advisor for key strategic accounts.

• Formulate deal strategies, negotiation approaches, and concession plans to enhance Annual Contract Value (ACV) capture while minimizing discounting.

• Create frameworks for value measurement and prepare customers for realizing value post-sale.

• Coordinate BVS practitioners, account teams, and extended teams around strategic customer interactions.

• Mentor and train the BVS and sales ecosystem on value-based selling, financial literacy, and executive engagement.

⛳️ Requirements

• Over 20 years of combined experience in top-tier management consulting, investment banking, corporate strategy, or an executive-level value advisory position.

• Demonstrated success as a technology purchaser or as a leader in large-scale digital transformation initiatives.

• Proven experience in building relationships with and advising C-Suite executives across LOBs, Technology, and Finance.

• Extensive knowledge in corporate finance, advanced financial modeling, investment analysis, and deal structuring.

• Capability to lead intricate, multi-threaded commercial negotiations aimed at maximizing value.

• Expertise in transforming complex business and technology concepts into compelling, value-driven narratives that resonate with board members.

• Outstanding cross-functional leadership abilities.

• Significant experience and understanding of Financial Services, Healthcare, or the broader Canadian market.

• An MBA or equivalent advanced degree is strongly preferred.

🏝️ 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

• Reasonable accommodations during the application or recruiting process