Services Business Strategy Director
Core
Position Salesforce as a transformation partner for C-level executives in Financial Services, accelerating adoption of AI (Agentforce) and data platforms (Data Cloud) to drive business value.
Role type
Senior IC business strategy director (Financial Services)
Builds
Strategic roadmaps for AI/data adoption, account engagement playbooks, and governance models for Professional Services.
Domain
Financial Services, AI/Agentic AI, CRM, Enterprise Architecture
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure
Required skills
Strategic synthesis, executive storytelling, value engineering (VE/ROI), account-based engagement, AI readiness standards, governance design, roadmap orchestration
Preferred skills
Salesforce Data Cloud/Agentforce experience, Value Engineering modeling, Enterprise Architecture, MuleSoft/API integrations
Technologies
Salesforce Agentforce, Data Cloud, MuleSoft, APIs
Responsibilities
Lead executive briefings to connect business ambition to platform strategy; Design and operationalize account-oriented engagement models; Define AI readiness playbooks and governance standards; Structure Centers of Excellence (CoE) and decisioning frameworks.
Seniority
Senior, hands-on IC
