We are seeking a Financial Services GTM & Sales Leader who has experience building and driving Financial Services Technology services practice to join us in a key role within our overall strategy. This person will be responsible for various pre and post sales activities; marketing content; Industry PoVs.
Reports to
President and Global Head of Simplus
Job Duties:
Designing advanced and integrated solutions to enable client success while being an advisor for them on Salesforce Financial Services offerings and industry trends and opportunities
Creating clear Points of View and innovative solutions (Financial Services Cloud, Service, Marketing, Commerce Clouds; CPQ, Data and Integrations) and work with pre-sales and marketing to drive Go to Market
Maintaining and developing relationships with key internal partners, clients and industry contacts
Demonstrate and present custom solutions based on the Salesforce platform and ecosystem
Drive Business Development activities and own Pre-Sales, Sales, Opportunity Closure and ongoing relationship management
Maintaining client and project team contact to review solution creation and implementation; be the primary contact and resident expert in our Financial Services Solutions; assist in the development of reusable assets (for clients and Simplus)
Be a voice with analysts, customers, our part Salesforce, and with our employees on Financial Services and lead public speaking engagements
Required Education and Experience
10 or more years of experience in CRM Professional Services and owning $100 Million plus revenue and P&L
Proven track record of success with Financial Services Advisory and consulting led Sales
Experience building and driving Financial Services Technology services practice with focus on Sales, Delivery and owning revenue margin targets
Has direct industry experience from either driving enterprise engagements or working directly within industry i.e.
Banking
Wealth Management
Capital Markets
Relationships / connections with Salesforce financial services Leadership Teams (Sales, Product, Industry, Alliances, ISV ecosystem)
Deep knowledge of Financial Services Cloud as well as related Salesforce product and the ISV/AppExchange products
Has a point of view on industry trends and go to market assets
Position Type/Expected Hours of Work
This is a full-time position from home (remotely) or in our SLC, Utah headquarters. Days and hours of work are Monday through Friday during normal business hours.
Travel
Some travel may be required up to 25% of the time.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
