Business Strategy Director (Financial Services, Healthcare & Life Sciences)

Salesforce•Washington, DC

8d•$197,300 - $313,700

About The Position

The Business Strategy Director works within the Experience Services Competency of Salesforce Professional Services, ensuring delivery excellence and quality across customer engagements. In partnership with C-level customers, the director develops industry-specific strategies that define a vision, success metrics, and roadmaps for desired business outcomes. The role works with enterprise customers, partners, and technical delivery leaders to translate customer ambitions into actionable, multi-year programs, drawing on expertise in enterprise business strategy, operating model design, and value realization. Strong Financial Services and/or Healthcare & Life Sciences consulting experience is central to the role. The director advises customers on business strategy related to Salesforce products and services, carries pre-sales vision and value narratives into delivery, and leads discovery, assessments, workshops, roadmap development, and value realization planning. The role also drives stakeholder alignment and adoption of new digital operating models, collaborates with cross-functional delivery teams, coaches strategists and project team members, and helps build the Business Strategy capability and consulting practice. Travel of up to 25–30% may be required.

Requirements

At least 15 years of experience in customer-facing roles leading complex, experience-led engagements involving large-scale transformation as part of cross-functional teams.
Track record of delivering exceptional experiences from start to finish.
Experience working with customers or internally at companies in Financial Services and/or Life Sciences.
Strong understanding of business value drivers and success metrics at large-enterprise Financial Services and/or Healthcare & Life Sciences organizations; ability to develop industry points of view, identify market trends, and shape responses and solution offerings.
Salesforce product knowledge and solution design experience.
Experience in Business Strategy, Enterprise Architecture, Product Management, Agile, Program Governance, and/or Value Realization.
Experience applying AI tools in services delivery.
Go-to-market support experience, including scoping, proposal development, RFP responses, and executive presentations.
Excellent verbal and written communication skills and ability to articulate business value to stakeholders at all levels.
Strong workshop design and facilitation skills; comfort pitching to C-suite executives and handling objections.
Ability to analyze and synthesize information, set direction amid missing or ambiguous data and stakeholder misalignment, make defensible recommendations, and maintain a roadmap.
Proactive, resourceful, creative problem-solving skills and ability to inspire others and navigate dynamic situations.
Consistent record of building customer relationships; strong listening and interpersonal skills across diverse roles.
Ability to work cross-functionally with Sales, Engagement Leaders, Solution and Technical Architects, Human-Centered Change Practitioners, Experience Designers, and External Partners.
Willingness to travel when required, up to 25–30% of the time, and understanding of the value of working onsite with customers.

Nice To Haves

Prosci Change Management Certification.
Salesforce Administrator Certification.
Salesforce Strategy Designer Certification.
Salesforce Agentblazer Innovator or Agentblazer Legend Credential.

Responsibilities

Provide business strategy subject matter expertise relating to Salesforce products and services during delivery, and collaborate across Salesforce to define program scope, teams, value narratives, and pitches.
Identify future sales opportunities that can extend customer value.
Conduct customer, industry, and end-user research; perform assessments and facilitate workshops to identify needs, opportunities, future-state operating models, and business visions.
Identify business process and operational improvements, and carry pre-sales vision and value narratives into delivery as actionable Phase 0 roadmaps.
Use AI tools in the creation and execution of deliverables or activities.
Develop multi-year strategic roadmaps that prioritize investments and support business objectives.
Assess business value, align stakeholders on strategic use cases and the case for change, identify organizational implications, and define value-realization metrics.
Drive stakeholder alignment, engagement, and buy-in across functions; facilitate partnerships and adoption of new ways of working, digital operating models, and governance approaches.
Collaborate with program management, experience design, change management, and technical teams to incorporate business value strategies into program delivery.
Identify and proactively manage risks, and follow issues through to resolution.
Coach and develop Business Strategists and project team members to consistent delivery standards; serve as an escalation point and lead teams toward engagement results.
Support customer renewals and extensions when applicable.
Build the Business Strategy capability within the Experience Services Competency, share methodologies, advise peers, lead internal practice-building initiatives, and contribute to the community knowledge base.
Generate positive feedback from internal teams and leadership.