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Job Information, Inc Senior Director/Director Industry Advisor in Boston, Massachusetts

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We are looking for Industry Advisors who posses either Wealth, Insurance or Finance industry experience. These individuals are transformational and entrepreneurial inspiring leaders for our Salesforce Industry Advisors team! The ideal candidates are industry veterans with deep knowledge and relationships in their respective sectors. These Executives will lead/drive our enterprise positioning and solution strategy discussions with customers in an Industry Advisory role. These are senior leaders with a successful track records of building, developing business cases, and leading enterprise software engagements or implementations. The Industry Advisors will share this experience to deepen the relationships and trust with our customers, who are seeking standard methodology advice!

These roles are a mix of thought leadership, customer advisory, account strategy, business development, sales execution, and partner engagement in the Insurance and Finance industries. These Executive are natural evangelist with proven leadership experience to drive organization engagement; an extensive executive-level network across industries; developed deep partnerships with System Integrators and ISVs; and drives industry thought leadership around digital transformation.

The Industry Advisors drive collaboration with Sales and all other support functions to complete the primary focus of crafting and closing revenue to over-achieve on company quota objectives.


  • Develop a consultative transformation framework that is used to guide sales teams, partners, and customers to: 1. Elevate the clarity of Salesforce technology as a digital partner of choice for Wealth. 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 industry 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 strategies

  • Present and lead executive roundtable discussions and industry event presentations

  • Triaging account strategy requests and categorizing accounts systematically to ensure the accurate resources are being used 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, credible professional services firm, or iconic and respected Wealth company

  • Deep Wealth/Finance 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

  • Consistent record of building and running robust teams

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

  • Outstanding written, verbal 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 complex. problems, develop hypotheses, and present well-supported solutions

Experience/Skills Desired:

  • 15+ years Wealth Industry knowledge

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

  • Undergraduate degree, advanced degree preferred

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

  • Preferred Skills:

  • Validated ability 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 motivate teams

  • Media experience and social media presence

  • Ability to lead through organizational change and virtual teams


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