Managing Director, AI-Enabled Transformation (Financial Services)

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About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

Do you have experience applying generative or agentic AI to drive business transformation? Have you led Compliance and/or Digital transformation initiatives in Financial Services? Are you a compelling communicator and passionate about the role of humans + AI agents working together via the Salesforce platform to achieve extraordinary business outcomes?

If so, we are looking for a leader to join our Industry Business Consulting organization to grow our Financial Services business. This senior-level role requires someone who can engage with C-level and EVP-level client business and technology executives to share a thoughtful point of view about the potential impact of Agentic AI for Financial Services organizations, and to share their practical experience having driven change with the benefit of Data & AI platforms. We are also looking for someone with specific experience in regulatory compliance in support of this solution domain and related Salesforce platform capabilities.

The Team
The Salesforce Industry Business Consulting team members serve as ‘trusted advisors’ and strategic partners with client senior executives. We inspire and help our clients to achieve focused business outcomes by leveraging the power of the Salesforce platform. We are a team of tenured consulting and industry practitioners with rich domain expertise. Working together with our core and extended teams, we establish business and solutions credibility to build trust with clients at all levels in order to drive deeper strategic engagement to resolve a joint solution recommendation, business case, and roadmap for change.

What we are looking for
The Managing Director, AI Enabled Transformation role brings an atypical combination of skills and experience to their work, including:

• Strategy and business consulting or equivalent background

• Executive presence and communications skills to win trust and develop value-added partnerships with Line of Business Leaders, Heads of AI Strategy, Chief Digital Officers, Chief Transformation Officers, and Heads of Risk & Compliance.

• CRM, Data, and AI solutions depth, applied to business-driven roles and use cases

• Financial Services industry experience

• Practical insights from a track-record of large enterprise, complex solutions success

• Sales acumen from an understanding of technology sales cycles and how decisions get done

What you will be doing

• Executive Relationship Development

• Executive Advisor - Develop relationships and trust with senior client executives and key sponsors to give them confidence & conviction wrt Salesforce, and to help them become trailblazers

• Executive Briefings / Customer Meetings - Deliver thought leadership on domain-specific trends, solution use cases, and customer stories with content intended to promote client dialogue, and that is tailored and tuned to client interests.

• Account Strategy - Collaborate with the extended team on strategy for executive engagement, influence, solution positioning, justification and partner collaboration & alignment

• Consultative Engagement

• Agentic AI Sessions - including 1) Education, Opportunity Identification & Prioritization; and 2) ‘Jobs to be done’ Design Sprints

• Workshops - Facilitate joint business workshops with clients and the extended Salesforce team to align stakeholders around a solution recommendation, business case, and roadmap to operationalize their strategy

• Consulting & Orchestration - Orchestrate cross-cloud solution design to represent the ‘Power of Salesforce’

• Agentic AI Acceleration Programs - Enable our clients to accelerate use of AI Agents across their enterprise

• Advisory SME Engagement

• Points of View - Create and deliver tailored, client-specific ‘Solution POVs’ that tie to client interests and business imperatives. Develop interest for clients to dive deeper with Salesforce, sponsor discovery and education activities with their teams, and open avenues for broader executive access.

• Thought Leadership - Maintain a perspective on Agentic AI and Compliance domain-specific trends, best practices, and solution use cases to provide guidance for clients and ‘voice of the customer/field’ for Salesforce (e.g. Product Management, GTM Strategy, Marketing, etc.)

• Competency Support - Provide domain expertise to represent the value of Salesforce solutions

• Consulting / SI Partner Collaboration – Help our partners understand and advocate for the broader role of Salesforce as a ‘strategic platform’, and to position our fit in the client’s often complex enterprise architecture

Experience/Skills Required:

• Minimum 15 years Consulting and/or Industry Leadership experience driving innovation within a well-respected Financial Services company

• Experience deploying AI and/or Compliance-related solutions, ideally leveraging Salesforce, with a compelling vision for how Data & AI drive outsized business transformation opportunities in Financial Services

• Strong understanding of the Salesforce platform and products

• Outstanding problem solving and analytical skills; demonstrated ability to structure complex problems, develop hypotheses, and present well-supported recommendations

• Hands-on leader with a “get it done” operating style. Willing to balance executive engagement and ‘roll up your sleeves’ work.

• Outstanding written, verbal communication, presentation skills in front of audiences ranging from small executive meetings to very large keynote presentations

• Self-starter with ability to multitask in a fast-paced work environment

• Strong orientation to deliver value for customers, to produce high quality deliverables, and to be accountable for results and high performance

• Undergraduate degree, advanced degree preferred

Preferred Requirements:

• High energy, positive attitude, innovative and creative

• Exceptional collaborator and team player

• Ability to influence across a broad spectrum of individuals and functions

• Experience crafting compelling positioning and thought leadership content

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