Job description
Opportunity:
We are looking for an experienced leader to drive our Financial Services pre-sales team for specific strategic customers. If you are passionate about enabling customers with cutting-edge AI-driven solutions, fostering a culture of learning, and shaping the future of the financial services industry with Salesforce, this is the role for you.As a leader in this role, you will:
- Leverage deep Financial Services domain expertise to tailor Salesforce solutions to industry-specific challenges, ensuring alignment with customer needs and regulatory requirements.
- Lead and develop a high-performing team of Solution Engineers (SEs) focused on Financial Services top strategic customers.
- Drive Salesforces AI + Data + CRM value proposition, demonstrating how our solutions transform customer experiences and business outcomes.
- Establish trusted partnerships with Sales Leadership to drive predictable and consistent business growth.
- Build competencies across the Salesforce ecosystem, including ISV partners, system integrators, and professional services.
- Collaborate with internal teams such as Sales, Marketing, Customer Success, and Product Management to align strategies and deliver maximum value to customers.
Your Responsibilities:
- Partner strategically with Sales Leadership to drive scale, innovation, and exceptional business growth.
- Cultivate a collaborative and high-impact pre-sales team, fostering innovation and professional development.
- Provide hands-on pre-sales leadership, including account planning, pipeline progression, product demonstrations, and executive engagement.
- Collaborate across Salesforces broader Solutions teams to showcase the full power of our portfolio, including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, MuleSoft, Tableau, and Slack.
- Leverage industry expertise to drive process improvements and innovation within the Solutions and Sales organizations.
Required Qualifications:
- 15+ years of experience in sales, pre-sales, or related roles within a commercial software company.
- 10+ years of experience in the Financial Services industry across Banking, Insurance, Payments, or Fintech.
- 5+ years of experience leading and mentoring high-performing pre-sales teams.
- Deep understanding of Financial Services trends, regulatory challenges, and digital transformation strategies.
- Strong communication and executive presence, with expertise in needs analysis, solution positioning, business justification, and closing strategies.
- Degree or equivalent experience in business, technology, or a related field.
