Support high-impact customer interactions with tailored narratives, value propositions, and solution positioning
Ensure strong follow-through from executive engagements to execution (e.g., next steps, partner alignment, delivery planning)
Design and drive executive engagement strategies (e.g., executive briefings, business reviews) for top accounts
Partner with account teams to shape strategic account plans aligned with industry priorities and customer outcomes
Analyze Financial Services market trends, customer priorities, and competitive dynamics to inform regional strategy
Provide actionable insights on performance drivers, risks, and growth opportunities across strategic accounts
Translate field feedback into clear recommendations for product, marketing, and leadership teams
Identify and prioritize high-impact industry initiatives to support growth and differentiation
Develop and refine industry-specific executive content (e.g., points of view, value cases, presentations)
Scale best practices, success stories, and repeatable industry plays across the region
Ensure consistency and quality of industry messaging across customer-facing teams
Act as a central connector across sales, product, marketing, and partners for Financial Services initiatives
Establish structured feedback loops between field teams and product organizations

10+ years of experience in the Financial Services industry, at a strategy or management consulting company or high-growth SaaS company.
Demonstrated previous relevant exposure to Financial Services; understands trends, the high-level technology landscape, and how Salesforce can create value for companies in the industry.
Demonstrates the Salesforce values of Trust, Customer Success, Innovation, Equality, and Sustainability.
BS/BA degree or equivalent experience; M.Sc./MA/MBA preferred.
Strong presentation skills, with experience developing decks conveying actionable insights, and presenting to peers and executive leaders.
Demonstrates high EQ and tact while influencing, negotiating, and navigating productively through conflict.
Strong data analysis and logical reasoning skills, with experience developing and understanding models and analyzing complex datasets.
Ability to work effectively through a high degree of change, demonstrating consistent ability to set a vision, prioritize, cut through noise, and execute through ambiguity.
Self-starter who independently seeks new opportunities and drives work with minimal supervision. Is consistently accurate and delivers high-quality work on time.

Industry Lead, Financial Services

Key skills