Massachusetts Veterans Jobs

MassHire JobQuest Logo

Job Information, Inc Banking Industry Advisor - Director in Boston, Massachusetts

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

Alliances & Channels

Job Details

Our Financial Services Industry Advisor team is looking for dynamic leaders with deep subject matter expertise in Consumer Lending, Business, Commercial or Investment Banking . At Salesforce, our ability to translate industry expertise into trusted, relevant and personalized solutions helping companies to digitally transform is critical to our long term growth.

Our Banking Advisors work as the connector between customers and the company and will be primarily aligned to the Sales Leadership teams in each Operating Unit. This person will focus on the Commercial and Investment Banking industry but will also be part of the broader banking leadership team. This role will also partner with the industries product, marketing and partners teams as an input into the needs of customers and feedback from the field.

The ideal candidate is someone who has had deep and extensive leadership roles across Commercial and Investment Banking and has run businesses within these. Having an in depth knowledge of the structures, processes, strategies and decision making filters of business owners and leaders will be critical in being able to partner, support and guide both internal and external customers. The candidate should also have a clear grasp and direct experience with Salesforce’s solutions and capabilities for Banking and the ability to interact with C-level customer executives to share the Salesforce vision, relevant personal experiences in a compelling manner, and partner on ensuring a strong partnership to further the customer digital strategy.

This leader will be key in maintaining relationships and close alignment with regional sales leadership in AMER, EMEA, LATAM and APAC, plus other supporting teams around the world such as Solutions Engineering and Customer Success as well as more region specific teams such as Industry Business Development in EMEA. Curating global learnings and best practices across regions to ensure relevancy to customers is also a critical part of this role.


Direct Customer Engagement

  • Trusted advisor engagement at OU-identified big bet/strategic accounts to supplement AE teams and demonstrate Industry acumen, focused on stickiness and building long term relationships and value.

  • Leverage and tailor Industry perspective across the operating unit and scale assets to the needs of each strategic customer.

  • Deepen our complex industry selling ability through executive sponsorship and oversight of account engagement.

  • Function as Industry Luminaries for OUs including CAB engagement, roundtable guest speaker, and industry association partnership.

Sales Program Advisory

  • Industry-aligned business development function to support OU ACV targets, in collaboration with OU Sales Programs and OU leadership strategic priorities.

Minimum Qualifications:

  • Industry Experience: The role requires 10+ years of industry expertise working in the Banking industry

  • Be well versed in overall Financial Services challenges and trends, and have significant in-depth knowledge and experience in use of technology in Banking.

  • Leadership DNA, proven ability to excite and lead a direct and a matrixed team.

  • High energy, charismatic, innovative, creative individual.

  • Strong ability to influence and work cross-functionally.

  • Strong organizational and analytical skills, excellent written and oral communication skills

  • Strategic and data driven mindset

  • Exceptional presentation skills in both small and large scale settings

  • Proven track record in performing well in a fast-paced environment and crafting compelling positioning, thought leadership content and sales assets

  • Exceptional team player with proven ability to lead through influence

  • Ability to travel

For Colorado-based roles: Minimum annual salary of $210,200. You may also be offered incentive compensation, bonus, restricted stock units, and benefits. More details about our company benefits can be found at the following link:


If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form. (

Posting Statement

At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at Salesforce and explore our benefits. and are Equal Employment Opportunity and Affirmative Action Employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. and do not accept unsolicited headhunter and agency resumes. and will not pay any third-party agency or company that does not have a signed agreement with or

Salesforce welcomes all.

Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.

Founded in 1999, Salesforce is the global leader in Customer Relationship Management (CRM). Companies of every size and industry are using Salesforce to transform their businesses, across sales, service, marketing, commerce, and more by connecting with customers in a whole new way. We harness technologies that can revolutionize companies, careers, and, hopefully, our world.

Salesforce is built on a set of four core values: Trust, Customer Success, Innovation, and Equality. By making technology more accessible, we're helping create a future with greater opportunity and equality for all. This has taken our company to great heights, including being ranked by Fortune as one of the “Most Admired Companies in the World” and one of the “100 Best Companies to Work For” eleven years in a row, and named “Innovator of the Decade” and one of the “World’s Most Innovative Companies” eight years in a row by Forbes.

There are those who choose to work with the best and brightest. And then, there are those who want to do more than just a job. They are the ones improving lives, not only their careers. Having an impact now instead of later. Doing something that’s so much bigger than themselves, an industry, and their company.

We believe everyone can be a Trailblazer. Join Salesforce and discover a future of new opportunities.