Salesforce
Financial Services
IndustryAdvisor-FinancialServices
Neural analysis suggests this role is
optimal for Senior candidates.
“Industry Advisor - Financial Services at Salesforce. Skills: Financial Services expertise, Salesforce fluency, Communication, Transformation experience. Build credibility with C-suite customers. Lead industry advisory boards”
What You'll Achieve.
Accelerate Salesforce growth; Establish industry credibility; Establish strategic relevance; Drive influence at every level; Drive outcomes
Industry & Context.
Ability to build business cases; Quantify the value of technology investments
What They're Looking For.
Must Have
10+ years in Financial Services in a senior leadership role at a financial institution or as a strategic consultant, deep knowledge of ANZ market dynamics, ability to translate trends into business strategy, understanding of the Salesforce ecosystem and Financial Services-specific offerings including Financial Services Cloud, Data 360, and Agentforce, Exceptional storytelling and presentation, able to command a room of senior executives, simplify complex technology into business outcomes, create thought leadership content independently, Proven track record advising on large-scale digital modernisation programs, tech simplification, change management, middleack office transformation, Ability to build business cases and quantify the value of technology investments, Proven ability to lead through influence in a matrixed environment, Active user of AI tools to drive productivity, promotes best practices with peers
Nice to Have
Experience with Agentforce or Agentic AI strategy in a financial services context, Deep knowledge of Financial Services-specific processes, such as: client onboarding, KYC/AML (including AUSTRAC obligations), wealth planning, loan origination, or claims management, Existing network of senior relationships across ANZ Financial Services institutions, Membership or active position in leading industry associations (e. g. , FINSIA, FSC, ABA, ICA, COBA, AFIA, ASFA, CALI, Financial Advice NZ, or NZBA), Understanding of uniquely ANZ dynamics including superannuation and the four-pillar banking system, Open to Director / Senior Director level
What You'll Do.
Build credibility with C-suite customers
Lead industry advisory boards
Represent Salesforce at industry events
Own the ANZ FINS Industry GTM Plan
Create and publish customer-facing POVs
Support high-impact engagements
Develop account strategies
Develop executive workshops
Localise and execute industry sales plays
Deliver ANZ and Global Industry support
Upskill sales and solutions teams
Identify and prioritise applicable use cases
Lead ANZ Industry Council strategy
Contribute to Global Industry COE
Act as a strategic partner to Sales
Connect industry insights to account strategy
Connect industry insights to pipeline development
Connect industry insights to customer engagement planning
Support account teams through dry runs
Support account teams through deal coaching
Support account teams through SIC facilitation
Support account teams through account planning
Cultivate industry community
Champion the Voice of Industry
manage business independently
How You'll Work.
Team & Collaboration
Connect sales teams, global industry and product leadership, partners, and customers; Aligning sales, product, partners, and marketing; Build trust and alignment across sales, product, marketing, and partner teams; Lead through influence in a matrixed environment
Communication Scope
Exceptional storytelling; Presentation; Command a room of senior executives; Simplify complex technology into business outcomes; Create thought leadership content independently; Public speaker; Customer storyteller
Full Job Description
_To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts._ Job Category Sales Job Details ****About Salesforce**** Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all. Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce. ## **About the Team** The Industry Advisor team accelerates Salesforce growth by establishing industry credibility and strategic relevance in the markets we serve. Our deep domain experience, elevated points of view, and trusted advisor approach enables Sales, Solutions, and GTM teams to engage customers as subject matter experts and strategic partners — not salespeople. # ## ## **Role Description** As an Industry Advisor for Financial Services, you will serve as a visionary and strategic partner to our most ambitious customers - architecting the future of Financial Services across Australia and New Zealand. You will bring deep domain expertise to help C-level executives navigate AI and technology modernisation, with a focus on customer/client/member experience, middle and back office transformation, regulatory change, and building the agentic enterprise. You will connect sales teams, global industry and product leadership, partners, and customers - ensuring Salesforce solutions address the most pressing ANZ Financial Services challenges. The ideal candidate brings experience across banking, insurance, and wealth management, with a proven track record of leading
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