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Job Information, Inc Industry Advisor - Insurance (Property, Casualty, Agency) in Boston, Massachusetts

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Job Category

Alliances & Channels

Job Details

We are looking for a Financial Services Insurance Industry forward-thinking and innovative inspiring leader for our Salesforce Industry Advisors team! The ideal candidate is an industry veteran with deep knowledge and relationships in the sector. This executive will lead/drive our enterprise positioning and solution strategy discussions with customers in an Industry Advisory role. This is a senior leader with a successful track record of building, developing a business case, and leading an enterprise software engagement or implementation. The Industry Advisor will share this experience to deepen the relationships and trust with our customers, who are seeking standard methodology advice.

The role is a mix of thought leadership, customer advisory, account strategy, business development, sales execution, and partner engagement. This executive is a natural evangelist who has shown leadership experience to drive organization engagement; an extensive executive-level network across Life Insurance; developed deep partnerships with System Integrators and ISVs; and driven industry thought leadership around digital transformation.

The Industry Advisor Leader drives collaboration with Sales and all other support functions to execute against the primary focus of creating and closing revenue to over-achieve on company quota objectives.


  • Develop a consultative insurance transformation framework that is used to guide sales teams, partners, and customers to: 1. Elevate the visibility of Salesforce technology as a digital partner of choice for Insurance. 2. Develop journey maps, deliverable frameworks, and advisory engagement models to overcome culture, business, technology, and political barriers to migrating critical business functions to the Salesforce platform

  • Collaborate with customers and product management to craft the evolution of the Insurance blueprints, investment in industry-specific capabilities, and partnerships to drive the vision for the industry

  • Engage with top customers and prospects to support account planning, provide direct deal support, and provide industry expertise and strategy in key sales opportunities globally

  • Influence solutions creation to help educate and enable sales, presales, and customer success teams

  • Engage with key partners on targeted accounts and regional engagement strategies aligned with our overall Insurance strategies

  • Present and lead executive roundtable discussions and industry event presentations

  • Triaging account strategy requests and categorizing accounts systematically to ensure the correct resources are being demonstrated against the highest priority Annual Contract Value (ACV) targets and accounts identified for industry relevance, use case, and name recognition in the industry

Experience/Skills Required:

  • Minimum 15+ years combined Sales, Leadership, Product Marketing, Sales Enablement, Operations and/or similar functions in Fortune 500 enterprise software vendor, top tier professional services firm, or iconic and respected Insurance company

  • Deep Insurance expertise with a point of view of sub-verticals

  • Experience with deploying or using Salesforce with a hardworking vision for how we can change the industry in the Age of the Customer

  • Proven track record of building and managing robust teams

  • Strong executive presence and an ability to quickly establish credibility with senior leadership

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

  • Self-starter with ability to multitask in the fast-paced and high-pressure work environment of a start-up paced software company

  • Strong customer orientation and results-driven leader

  • Strong understanding of Salesforce products

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

Experience/Skills Desired:

  • 15+ years Insurance industry experience

  • 10+ years of high tech company experience and/or large system integrators supporting the Insurance industry

  • Undergraduate degree, advanced degree preferred

  • Hands-on leader, “get it done” operating style, and participant in industry associations

Preferred Skills:

  • Proven track record in leading digital transformation and large-scale change management efforts

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

  • Demonstrated ability to analyze and interpret data for value based discussions

  • Action-oriented, entrepreneurial, flexible and innovative approach to operational management

  • Ability to engage and empower teams

  • Media experience and social media presence

  • Ability to lead through organizational change and virtual teams

For Colorado-based roles: Minimum annual salary of $155,400. You may also be offered incentive compensation and benefits. More details about our company benefits can be found at the following link:


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