Industry Advisor - Financial Services

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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. The Experience 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. 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 large-scale digital and AI transformation programs. They will have deep working knowledge of Salesforce's Financial Services suite and experience shaping AI strategy at a financial institution, from vision through to execution. What You'll Actually Be Doing Executive Engagement - Build credibility with C-suite customers and partners; lead industry advisory boards and represent Salesforce at major industry events and forums, adapting your delivery style to drive influence at every level. Strategic Industry GTM Planning - Own the ANZ FINS Industry GTM Plan, aligning sales, product, partners, and marketing around market opportunities and industry priorities. Thought Leadership - Create and publish customer-facing POVs on AI, tech modernisation, and Financial Services trends; be an exceptional public speaker and the best customer storyteller in the business. Strategic Customer Engagements - Support high-impact engagements, developing bespoke POVs, account strategies, and executive workshops that drive outcomes. Scaled GTM Programs - Localise and execute industry sales plays and campaigns; deliver ANZ and Global Industry Summits; support industry marketing. Field Enablement - Upskill sales and solutions teams on ANZ Financial Services pain points, regulatory context, and use cases through Summits, Community Calls, and ongoing enablement. Strategy & GTM: Identify and prioritise applicable use cases for Sales Play execution; lead ANZ Industry Council strategy based on evolving market conditions; contribute to Global Industry COE; act as a strategic partner to Sales - connecting industry insights to account strategy, pipeline development, and customer engagement planning. Customer Engagement: Spend the majority of your time customer-facing; support account teams through dry runs, deal coaching, SIC facilitation, and account planning. Community & Ecosystem: Cultivate industry community through Industry Cafes, Boards, Summits, and partner engagement; champion the Voice of Industry through Customer Advisory Boards and other customer forums. Ways of Working: Be self-sufficient - create, deliver, prioritise, and manage the business independently; be relentlessly optimistic and easy to engage - trusted equally by customers and sales teams; build trust and alignment across sales, product, marketing, and partner teams to drive success. You're Our Person If... Industry Expertise - 10+ years in Financial Services in a senior leadership role at a financial institution or as a strategic consultant, with deep knowledge of ANZ market dynamics and the ability to translate trends into business strategy. Salesforce Fluency - Strong understanding of the Salesforce ecosystem and Financial Services-specific offerings including Financial Services Cloud, Data 360, and Agentforce. Developer experience not required. Communication - Exceptional storytelling and presentation skills; able to command a room of senior executives, simplify complex technology into business outcomes, and create thought leadership content

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