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Job Information, Inc Vice President, Industry Advisor - Banking in Boston, Massachusetts

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Job Category

Alliances & Channels

Job Details

Are you a Banking industry expert who has expertise and a point of view in transforming the customer experience in the overall Financial Services industry? Are you a compelling communicator and passionate about driving growth in the Banking industry?

If so, we are looking for a leader to join our Financial Services Industry organization to grow our Banking business. This senior-level role requires a thoughtful point of view about the Banking industry, as well as the ability to develop and drive industry specific solutions into the market, drive the business at scale, foster relationships with banking senior executives, and work closely with our account teams on strategic opportunities.

We are looking for a proven track record in the following three key attributes:

Industry Experience: We are seeking an industry expert on customer experience in the Banking industry. The role requires 15+ years of working in/selling into Banking organizations, as either a subject matter expert or Digital/IT Transformation Expert. Experience in Sales, Service, Marketing and digital transformation.

Industry Solution Leadership: Proven ability to introduce and develop strategic solutions in banking companies. An understanding of industry challenges, systems landscapes, positioning, use cases, areas of opportunity, and sales tactics.

Segment Manager: To grow the industry segment, develop, own and drive solution development plan and solution revenue targets, engaging with Sales, Pre-Sales, Corporate Marketing, Architects, and other cross-functional teams as needed. Create and roll out internal and external content, such as industry positioning, solutions, and customer successes, to support overall segment growth. This individual will have the ability to think and act both at very strategic and at very tactical levels. They will have a proven track record working as a collaborator in a highly matrixed organization in which team members are dependent on teammates and organizations with whom they partner and facilitate, but do not exercise direct control.


  • A thought leader in the Banking industry who understands the industry challenges and opportunities, and who can evangelize the value of Salesforce and our solutions for this market

  • Support the development of messaging, positioning, and points of view for customers

  • Develop banking specific solutions and content, for customer positioning, field enablement, and campaigns as needed to achieve industry goals

  • Take personal responsibility for supporting the growth of solution pipeline and revenue in the Banking market

  • Work collaboratively with virtual cross functional teams including Corporate Marketing, Sales, Sales Enablement, Field Marketing, Cloud Marketing, Alliances, and ISVs to develop and execute the strategic go to market plan for the Banking industry

  • Present to large customer audiences as well as command the attention of C-level executives; earn their trust through expertise and relevance

Basic Requirements:

  • 15+ years of experience working in the Banking industry, with knowledge/experience in the customer experience and customer-facing channels

  • Knowledge of the typical use cases and patterns

  • Demonstrated ability in launching and growing innovative products and solutions, with familiarity of the Salesforce or CRM space

  • Experience crafting compelling positioning and thought leadership content

  • Superior track record of collaboration and being a trusted advisor to the sales organization to win strategic deals.

  • Strong communication and writing skills. Stellar public speaking skills

  • Effective organizational skills and ability to manage competing projects with tight deadlines

  • Bachelor's degree. MBA or related Master's degree a plus

Preferred Requirements:

  • High energy, charismatic, innovative, creative

  • Exceptional team player with proven ability to lead through influence

  • Proven track record in performing well in a fast paced environment, and ability to work across business lines


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