Industry Advisor – Financial Services
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, focusing on customer experience, transformation, regulatory change, and building the agentic enterprise.
You will connect sales teams, global industry and product leadership, partners, and customers to ensure Salesforce solutions address the most pressing ANZ Financial Services challenges.
Core Responsibilities
* Executive Engagement – Build credibility with C‐suite customers and partners; lead industry advisory boards and represent Salesforce at major industry events and forums.
* 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 customer storyteller.
* 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.
How You Will Execute
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
Why Join Salesforce
You will be joining the #1 AI CRM company, where innovation and values‐driven leadership are at our core. We offer competitive compensation, comprehensive benefits, and the opportunity to shape the future of financial services across Australia and New Zealand.
Minimum Requirements
* 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 independently.
* Transformation Experience – Proven track record advising on large‐scale digital modernisation programs, including tech simplification, change management, and middle/back office transformation.
* Analytical Mindset – Ability to build business cases and quantify the value of technology investments.
* Collaboration – Proven ability to lead through influence in a matrixed environment.
* AI Adoption – Active user of AI tools to drive productivity and quality; promotes best practices with peers.
Preferred Requirements
* Experience with Agentforce or Agentic AI strategy in a financial services context.
* Deep knowledge of Financial Services‐specific processes, such as client onboarding, KYC/AML, wealth planning, loan origination, or claims management.
* Existing network of senior relationships across ANZ Financial Services institutions.
* Membership or active position in leading industry associations.
* Understanding of uniquely ANZ dynamics including superannuation and the four‐pillar banking system.
* Open to Director / Senior Director level.
Benefits and Perks
Check out our benefits site (https://salesforcebenefits.com/international.html) that explains our various benefits, including wellbeing reimbursement, generous parental leave, adoption assistance, fertility benefits, and more.
Equal Opportunity Employer Statement
Salesforce is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Posting Statement
Salesforce is an equal opportunity employer and maintains a policy of non‐discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that's inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
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