The role serves as a visionary strategic partner to C-suite executives, defining digital roadmaps that leverage Salesforce solutions like Data Cloud and Agentforce
Job Summary
The role serves as a visionary strategic partner to C-suite executives, defining digital roadmaps that leverage Salesforce solutions like Data Cloud and Agentforce.
Candidates must translate complex regulatory requirements and industry trends into actionable business strategies for banking, insurance, and wealth management sectors.
Joining Salesforce offers limitless potential with benefits designed to support work-life balance while utilizing AI agents to accelerate professional impact.
Matching Summary
The role serves as a visionary strategic partner to C-suite executives, defining digital roadmaps that leverage Salesforce solutions like Data Cloud and Agentforce.
Skills & Requirements
Must-have
10+ years Financial Services experience
Director or VP level leadership background
Salesforce ecosystem expertise
Executive C-suite relationship management
Digital transformation strategy development
Nice-to-have
Agentforce autonomous AI strategy knowledge
Existing Financial Services stakeholder network
Membership in industry associations
Thought leadership content creation skills
Experience with KYC and AML processes
Key Requirements
10 or more years of Financial Services sector experience
Proven track record at Director or Vice President level
Deep understanding of Salesforce Financial Services Cloud
Ability to quantify ROI for technology investments
Exceptional storytelling and presentation capabilities