Industry Advisor

Salesforce•San Francisco, IL

1d•$234,990 - $345,800•Hybrid

About The Position

This is a high-impact role at the center of the FINS Industry Advisor team, combining deep client-facing engagement with the design and execution of common frameworks that scale across FINS IA teams. This role has a dual mandate: working directly with clients to deliver industry-leading PoVs, workshops and strategic advisory engagements, while also serving as the internal architect of shared tools, assets, and programs that amplify the effectiveness of the broader team. A critical dimension of this role is serving as the primary point of contact between the FINS IA team and the specialist sales organization, partnering closely with specialist leadership to align and tailor deep industry perspectives, solution priorities, and enablement resources directly to growth opportunities. This role connects the strategic intent of the IA team to the day-to-day execution of specialist sellers, ensuring they are equipped with the context, tools, and assets needed to drive pipeline and close business. This role works broadly across Distribution, Marketing, Programs, Enablement, Solutions and Product to grow ACV, build strong long-term partnerships with key clients, deepen understanding of current and future industry dynamics, and coordinate delivery of the GTM strategy to market.

Requirements

Minimum 10-15 years combined in financial services industry leadership, business or technology consulting, and/or similar functions at a leading financial institution, Fortune 500 enterprise software vendor, and/or credible professional services firm.
Deep expertise across banking, wealth management, and/or insurance with an expert point of view on sub-verticals
Demonstrated experience designing and facilitating executive workshops and client advisory engagements or significant strategic business transformation leveraging technology as a critical enabler.
Proven track record building common frameworks, scaled programs, or reusable assets in a matrixed GTM environment.
Experience working directly with specialist or matrixed sales teams to drive enablement, alignment, and pipeline growth.
Experience deploying or working closely with Salesforce, with a strong vision for how the platform can transform the financial services industry and driving business outcomes.
Outstanding written, verbal communication, presentation, and influential skills with audiences ranging from small executive meetings to large keynote presentations.
Self-starter with ability to multitask and effectively prioritize in the fast-paced, high-pressure environment of a start-up-paced software company.
Strong customer orientation and results-driven operating style.
Strong understanding of Salesforce products and the FINS solution portfolio.

Nice To Haves

10+ years of financial services experience
Experience with Agentforce, agentic AI strategy, or multi-cloud solution design in a financial services context
Familiarity with Salesforce Financial Services Cloud, Data Cloud, and/or Slack as part of a multi-cloud solution
Undergraduate degree required; advanced degree preferred
Hands-on leader, "get it done" operating style, and participant in industry associations
Ability to travel
Validated ability in leading digital transformation and large-scale change management efforts
Ability to influence across a broad spectrum of individuals and functions in a highly matrixed organization
Demonstrated ability to analyze and interpret data for value-based discussions
Action-oriented, entrepreneurial, flexible, and innovative approach to program management
Experience developing competitive intelligence, market assessments, or solution analysis for executive audiences
Ability to engage and motivate cross-functional teams
Comfort with AI productivity tools and a commitment to driving AI adoption across the team

Responsibilities

Design and facilitate structured executive SICs, workshops and strategic advisory sessions for key FINS accounts; bring industry understanding, structured problem solving, and actionable pathways forward that deliver clear, actionable, and results-driven roadmaps for our clients and high-impact growth opportunities (ACV and NNAOV) for Salesforce.
Serve as a Financial Services industry subject matter expert on high-priority accounts; provide thought leadership insights to expand the value the Salesforce platform, consultatively tailor PoVs to what matter most to each client and contribute meaningfully to the account planning process in partnership with sales and solutions teams.
Craft bespoke, industry-specific perspectives that connect Salesforce capabilities to tangible business outcomes, accelerating our clients' evolution into autonomous, agentic enterprises.
Win trust of executives for short-term sales wins and long-term partnerships; extend personal and professional relationships that open doors and build continuity across key accounts.
Developing shared methodologies that bring consistency across sub-verticals
Building field-ready tools and enablement assets that arm sellers with the context they need to engage confidently
Leading cross-functional programs that orchestrate resources around the highest-priority opportunities
Serve as the dedicated liaison between the FINS IA team and the specialist sales organization building a strong operating rhythm with specialist leadership to align on market priorities, solution heatmaps, and co-selling opportunities.
Develop and deliver industry trend and solution overview content tailored specifically for specialist sellers, grounding them in the GTM motion, prioritized solutions based on what customers are buying, and industry buying patterns that drive their success.
Synthesize market intelligence and solution analysis into specialist opportunity heatmaps that identify where industry knowledge and specialist expertise can intersect to drive pipeline and growth.
Co-create solution playbooks with specialist teams, anchoring content in industry use cases, customer stories, competitive context, and clear calls to action for sellers.