Description
The Experience
The Industry Advisor, Financial Services, is a growing part of the Sales and Solutions organisation at Salesforce. In this role, you will serve as a visionary and strategic partner to our most ambitious customers — acting as the connective tissue between sales teams, product development, and the customer to ensure Salesforce solutions are tailored to solve the most pressing challenges in the Financial Services landscape, from evolving regulatory requirements to shifting client expectations and the rise of AI-driven automation.
We are looking for an Industry Advisor who brings deep domain expertise across the Financial Services sector, a compelling executive presence, and the ability to translate complex industry trends into clear, actionable Salesforce strategies.
What You'll Actually Be Doing
Act as a trusted advisor to C-suite executives, helping them define their digital roadmap and demonstrating how Salesforce — including Data Cloud, Agentforce, and Financial Services Cloud — can drive measurable return on investment (ROI) across banking, insurance, and wealth management.
Develop and evangelise points of view (POVs) on industry trends such as hyper-personalised client engagement, AI-driven risk and compliance automation, and the shift toward unified financial data platforms, while enabling internal sales and solution engineering teams on Financial Services-specific pain points, terminology, and competitive landscapes.
Partner with Sales Leadership to identify high-growth opportunities across Financial Services sub-verticals including Retail Banking, Wealth and Asset Management, Insurance, and Capital Markets — converting strategy into account plans and tailored solution messaging.
Lead discovery workshops and executive briefings, translating complex regulatory and business requirements into value-based strategies, and building long-term relationships with prospective and current C-level executives to support their transformation journeys.
You're Our Person If...
You have 10 or more years of experience within the Financial Services sector, either in a leadership role at Director or Vice President level at a financial institution, or as a senior strategic consultant with a proven track record of advising on large-scale digital transformation projects.
You have a strong understanding of the Salesforce ecosystem — specifically Financial Services Cloud, Data Cloud, and Agentforce — and can build business cases and quantify the value of technology investments for financial institutions.
You are an exceptional storyteller and presenter, comfortable commanding a room of senior executives and simplifying complex technology and regulatory concepts into clear business outcomes, with the ability to create thought leadership content and presentation material independently.
You are a proven team player who leads through influence, with demonstrated success operating in a matrixed environment and aligning cross-functional stakeholders around a shared vision.
Even Better If...
You have experience with Agentforce or autonomous AI agent strategy in a Financial Services context, and deep knowledge of Financial Services-specific processes such as Know Your Customer (KYC), Anti-Money Laundering (AML), or client onboarding and lifecycle management.
You have an existing network of relationships with key stakeholders in the Financial Services industry, and membership or an active position in leading industry associations such as the Swiss Bankers Association, Insurance Europe, or equivalent forums.