Business Strategy Director (Financial Services, Healthcare & Life Sciences)
Salesforce · Indiana, United States
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Job Category
Customer Success
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 Experience Services Competency within Salesforce Professional Services is seeking a Business Strategy Director. The Business Strategy Director is responsible for ensuring overall delivery excellence and quality across Salesforce Professional Services customers. Partnering with C-level customers, Business Strategists craft innovative, industry-specific strategies that clearly define the vision, metrics, and roadmap to achieve desired business outcomes. They work with our key enterprise customers, partners, and technical delivery leaders to drive scale, speed to value, and a sustained landscape for future success. They bring deep expertise in enterprise business strategy, operating model design, and value realization — translating customer ambitions into actionable, multi-year programs. They have strong Financial Services and/or Healthcare & Life Sciences consulting experience and a deep understanding of Business Strategy services deliverables. They strive to better understand and improve processes to help our Experience Services team thrive. The Business Strategy Director also partners with other roles on customer engagements to ensure customer and Salesforce Professional Services success.
We believe the best Business Strategists are those who obsess over the creation of customer and business value. They have a customer-centric and collaborative mentality, a willingness to commit to the customer, and the drive to break down barriers to ensure customer success.
What You'll Actually Be Doing
- Strategic Advisory: Provide business strategy subject matter expertise as it relates to Salesforce products and services during delivery cycles. Work cross-functionally within Salesforce to define program scope, team, value narrative, and pitch. Uncover future sales opportunities to drive ongoing customer value.
- Strategic Discovery & Assessment: Perform and distill customer, industry, and end-user research to identify key customer needs, expectations, and experience-led business opportunities. Conduct assessments and facilitate workshops to develop future-state operating models and business visions. Identify enterprise business process and operations improvements to realize efficiencies and increase impact. Take ownership of the vision and value narrative established during pre-sales and carry it into delivery, translating it into an actionable “Phase 0” roadmap without loss of momentum or customer trust. Leverage AI tools in creation and execution of deliverables or activities.
- Strategy Roadmap: Develop multi-year, strategic roadmaps that prioritize investments and support business objectives.
- Business Value: Perform business value assessment and gain alignment to develop strategic use cases to project the value of strategy, case for change, and organizational implications. Define the metrics for tracking value realization.
- Transformation & Organizational Alignment: Drive stakeholder alignment, engagement, and buy-in across functions. Facilitate cross-functional partnerships to craft and implement new ways of working across functions. Help business and technology leaders adopt new digital operating models, governance strategies, and approaches. Cultivate solution and organizational adoption, driving strategy evolution to deliver value through quicker delivery cycles.
- Operational Excellence: Collaborate closely with program management, experience design, change management, and technical teams to integrate business value strategies into program delivery. Identify and proactively manage risk areas and commit to seeing an issue through to complete resolution.
- Team Leadership: Coach and develop other Business Strategists and project team members to a consistent, repeatable delivery standard. Serve as a point of escalation and lead team members to drive results on customer engagements. Positively impact customer renewals and extensions when applicable.
- Business & Practice Impact: Support building the Business Strategy capability within the Experience Services Competency; share standard methodologies and collaborate with and advise peers. Identify and lead internal strategic initiatives to grow the consulting practice; serve as an active contributor to the community’s overall knowledge base and expertise. Generate positive feedback from internal teams and leadership.
You're Our Person If…
- Professional Experience: Minimum 15 years of experience in customer-facing roles leading complex experience-led engagements with large-scale transformation, as part of a cross-functional team. Track record of delivering exceptional experiences from start to finish.
- Industry Expertise: Proven experience working with customers or internally at companies within the Financial Services and/or Life Sciences industries.Strong understanding of key business value drivers and success metrics typical of large-enterprise Financial Services / Healthcare & Life Sciences organizations. Ability to develop industry POVs, including identifying market trends, responses, and solution offerings.
- Product Knowledge: Salesforce product knowledge and solution design experience is required.
- Core Competencies: Experience in Business Strategy, Enterprise Architecture, Product Management, Agile, Program Governance, and/or Value Realization. Application of AI tools in services delivery.
- GTM Support: Go-to-market (GTM) support experience, including scoping, proposal development, RFP responses, and executive presentations.
- Communication: Excellent verbal and written skills. Passionate about delivering transformation with the ability to articulate business value to stakeholders at all levels. Strong workshop design and facilitation skills. Comfortable pitching to C-suite executives, including strong objection-handling abilities.
- Problem Solving: Ability to analyze and synthesize information. Sets a clear direction in situations where data is absent or ambiguous and stakeholders are misaligned, making defensible recommendations and holding the roadmap steady rather than only building consensus. A proactive, resourceful, creative thinker with the ability to inspire others and who can navigate dynamic situations.
- Relationship Management: Consistent track record of building customer relationships. A great listener with the ability to connect with people in diverse roles. Thrives working cross-functionally, particularly with Sales, Engagement Leaders, Solution and Technical Architects, Human-Centered Change Practitioners, Experience Designers, and External Partners.
- Travel: A willingness to travel when required (up to 25-30% of the time) and an understanding of the value of working onsite with our customers.
Even Better If You Have…
- Prosci Change Management Certification
- Salesforce Administrator Certification
- Salesforce Strategy Designer Certification
- Salesforce Agentblazer Innovator or Agentblazer Legend Credential
Unleash Your Potential
When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your