Salesforce Engagement Director - Financial Services 

United States, Nevada, Las Vegas 

812706133

Job Category

Job Details

Overview of the Role

Partnered with an Account Partner (Services Salesperson), the Engagement Director leads both pre and post-sales activities. They are the delivery expert across the portfolio of products, responsible for developing and articulating comprehensive implementation proposals. They will then maintain the executive relationships and act as a main contact within these engagements in a billable capacity, ensuring tight alignment, offering proactive and prescriptive advice resulting in outstanding Customer Success. This may include the following:

• Pre-Sales alignment

• Project kickoff

• Bringing industry expertise and perspective

• Drive better outcomes through extensive platform expertise

• Deep understanding of Salesforce platform and solutions

• Engagement planning and alignment to customer objectives

• Regular customer sponsor check ins

• Services Renewal management

• Ensure project operational compliance

• Executive Relationship building

Your Impact

• Deliver high client satisfaction (CSAT) by consistently meeting/exceeding goals and metrics

• Ensure business value is realized (directly and indirectly) for each customer engagement that concludes with fully satisfied clients that are willing to be referenced for new potential clients

• Bring standard methodologies to each engagement through your deep platform expertise by providing the Professional Services team with Subject Matter Expertise related to the proposed solution and client needs in order to ensure successful project delivery

• Positively impact client Services renewals (when applicable) by aligning customer success with professional services roadmap.

• Align closely with Account and Services Sales team by leading pre-sales activities such as the development of client-specific proposals, SOWs, staffing plans, engaging with SMEs across the organization to gain consensus on an acceptable proposal

• Where appropriate and required for Customer Success, providing direct oversight to the project team during the full lifecycle of the engagement, acting as the point of contact for both the customer and Salesforce delivery teams

• Successfully manage multiple strategic clients simultaneously

• Recognized as a valuable and trusted advisor by our customers and other members of Salesforce and continue to build a reputation for excellence in professional services

• Inspire people to do the best work of their careers, being a multiplier, amplifying the knowledge and capability of the people around you while continuing to provide an inclusive workplace as one of Best Places to Work.

• Show continued professional growth and development

• Act as an advisor on complex issues and engagements, exercising discretion and latitude in reaching critical goals.

• Lead cross-functional teams and mentors others

• Manage to a minimum billable util target

• Partner with the Go-to-Market Team (Services Sellers) to drive continued growth of services

• Proactively mitigate and manage critical issues and at-risk accounts; communicate effectively and appropriately with internal and external leaders and executives

Required Qualifications

• 7+ years of direct experience delivering and/or overseeing solutions on the Salesforce Platform.

• 10+ years’ experience delivering consulting services, including team leadership and active involvement in selling professional services, including Advisory engagements

• Previous experience managing professional service delivery for a software company (SaaS preferred)

• Degree or equivalent relevant experience required. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)

• Ability to travel; up to 50%

Preferred Requirements

• Experience working with customers in the Financial Services industry

• 7+ years’ operating in a pre-sales environment, shaping and scoping large and complex implementation projects

• 7+ years of enterprise-level project or program management experience

• Salesforce Application and/or System Architect certifications

• Demonstrated technical and/or functional proficiency, and ability to engage with architects or SMEs into pre-sales activities.

• Extremely strong written and verbal communication skills, executive level presence and experience in working in a client advisory role

• Demonstrated ability to influence a group audience, facilitate solutioning and lead discussions such as implementation methodology, Road mapping, Enterprise Transformation strategy, and executive-level requirement gathering sessions

• Proven ability to build strong working relationships across multiple functions/levels; adept at mediating conflict and fostering healthy dialogue

• Understands cloud-based technologies; translates customer/business requirements into business solutions (and successfully positions with customers)

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Posting Statement

does not accept unsolicited headhunter and agency resumes.

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. For New York-based roles, the base salary hiring range for this position is $157,900 to $337,800. For Colorado-based roles, the base salary hiring range for this position is $143,500 to $281,500. For Washington-based roles, the base salary hiring range for this position is $143,500 to $309,700. For California-based roles, the base salary hiring range for this position is $157,900 to $337,800. For Hawaii-based roles, the base salary hiring range for this position is $143,500 to $281,500. Compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, benefits. More details about our company benefits can be found at the following link: