Financial Services Cloud Senior Director, Global Salesforce

SlalomAtlanta, GA
45d$218,000 - $274,000

About The Position

In our Salesforce business, we help our clients bring the most impactful customer experiences to life and we do that in a way that makes our clients the hero of their transformation story. We are passionate about and dedicated to building a diverse and inclusive team, recognizing that diverse team members who are celebrated for bringing their authentic selves to their work build solutions that reach more diverse populations in innovative and impactful ways. Our team is comprised of customer strategy experts, Salesforce-certified experts across all Salesforce capabilities, industry experts, organizational and cultural change consultants, and project delivery leaders. As the 3rd largest Salesforce partner globally and in North America, we are committed to growing and developing our Salesforce talent, offering continued growth opportunities, and exposing our people to meaningful work that aligns to their personal and professional goals. As a Director in our Global Salesforce Financial Services Cloud capability practice, you'll lead and drive sales pursuits, expand our Financial Services Cloud and Financial Services footprint through exceptional client delivery, and develop and cultivate client relationships within the Financial Services industry, and its sub verticals. This is an exciting opportunity for a results-driven leader with client management, sales, and client delivery experience working with financial services customers. This role requires deep industry expertise and the ability to interface with senior level client executives. With this deep expertise comes the ability to help clients think strategically about their investments in the Salesforce platform and the required services to implement. The ideal candidate has experience leading and driving complex Financial Services Cloud pursuits and has a passion for both sales and delivery. In this role, you will focus on supporting sales pursuits, providing subject matter leadership, client management, client delivery, and leading the Salesforce account strategy in partnership with regional market leadership for an account and/or set of accounts.

Requirements

  • 10+ years' experience in the Financial Services industry
  • 10+ years' consulting experience
  • 3+ years' leading Financial Services Cloud programs
  • Maintains awareness of industry best practices (working with Industry leaders)
  • Broad understanding of Salesforce and the Financial Services ecosystem and offerings (working with Capability leaders)
  • Minimum 3-5 years of account/delivery management experience
  • Experience working with banking customers and experience in a large consulting environment
  • 3-5 years' experience selling and delivering within the Salesforce Financial Services ecosystem
  • Previous sales and consulting experience, as well as experience working in an account leadership and/or customer success role
  • Prior experience meeting and exceeding sales targets of a similar size
  • Skilled at leading teams through complex technology solution sales
  • Passionate about financial services, and technology
  • Proven track record in selling through exceptional client delivery
  • Experienced in building relationships with customers (director level and above)
  • Able to partner with clients to understand their organizational needs and recommend solutions that add value to their business
  • Strong customer service and interpersonal skills
  • Budget and project management experience
  • Excellent verbal and written communication skills
  • Able to travel up to 30%

Responsibilities

  • Support sales pursuits; serve as a global leader that encourages Pursuit Excellence throughout the deal cycle.
  • Supports sales pursuits and sales process in partnership with local market leadership and global industry and capability leaders
  • Proactively engages capability leadership; partners with go to market leaders, regional leaders to help solution the engagement approach and scope for our clients
  • Determines sales strategy inclusive of win themes in partnership with regional market sales leadership
  • Manage an overall team utilization target of 76%
  • Supports development of proposal and statement of work
  • Drives decision making on deal structure in partnership with sales solution leads
  • Ensures deal due diligence (staffing, financials, legal, risk management, contract approval gates)
  • Work closely with Slalom's Talent Acquisition team to attract the best Salesforce talent in the market
  • Identifies pursuit close plans, identifies blockers and risks, and escalates any issues impacting pursuit progress
  • Actively participates in driving pursuits to closure and supports contracting process in partnership with regional and local sales leadership
  • Business development: Focuses on increasing our Financial Services Cloud footprint across Banking, Insurance and Wealth and Asset Management accounts
  • Responsible for $15-20M+ annually within the Financial Services Cloud Capability
  • Proactively thinks beyond the project and product to continue to expand our engagements with our clients
  • Serves as a bridge between pursuit and delivery teams; focuses on identifying opportunities to expand our footprint on accounts to bring more to our customers in partnership with Salesforce and other capabilities
  • Leverages relationships across the ecosystem to nurture leads, opportunities, and existing partnerships
  • Client Engagement Management: Builds and cultivates relationships with senior clients (project sponsor, director level and above)
  • Shares industry and product thought leadership in partnership with Slalom Industry and Salesforce Industry Capability leadership
  • Identifies opportunities for Slalom to continue to help our clients achieve business objectives
  • Partners with in-market Accountable Executives and Client Partners to ensure customer success and satisfaction, using Slalom's "Customer Love" survey criteria
  • Delivery & Delivery Excellence: Exceptional client delivery; responsible for ≥60% individual utilization delivering industry specific solutions and offerings
  • Engages as part of client project teams ranging from 2-15+ consultants, and brings industry perspective and expertise to the overall project engagement
  • Keeps a pulse on industry trends through client engagement and delivery and provides feedback and insights to industry leadership to inform our solution program
  • Provides oversight and project delivery governance best practices, and oversees project delivery quality

Benefits

  • Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that includeâ meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Industry

Professional, Scientific, and Technical Services

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

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