Industry Advisor - Financial Services
Salesforce
Industry Advisor For Financial Services
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? Agentforce is the future of AI, and you are the future of Salesforce.
About the Team
The Industry Advisor team accelerates Salesforce growth by establishing industry credibility and strategic relevance in the markets we serve. Our deep domain experience, elevated points of view, and trusted advisor approach enables Sales, Solutions, and GTM teams to engage customers as subject matter experts and strategic partners — not salespeople.
Role Description
As an Industry Advisor for Financial Services, you will serve as a visionary and strategic partner to our most ambitious customers - architecting the future of Financial Services across Australia and New Zealand. You will bring deep domain expertise to help C-level executives navigate AI and technology modernisation, with a focus on customer/client/member experience, middle and back office transformation, regulatory change, and building the agentic enterprise. You will connect sales teams, global industry and product leadership, partners, and customers - ensuring Salesforce solutions address the most pressing ANZ Financial Services challenges.
The ideal candidate brings experience across banking, insurance, and wealth management, with a proven track record of leading large-scale digital and AI transformation programs. They will have deep working knowledge of Salesforce's Financial Services suite and experience shaping AI strategy at a financial institution, from vision through to execution.
Core Responsibilities
Executive Engagement – Build credibility with C-suite customers and partners; lead industry advisory boards and represent Salesforce at major industry events and forums, adapting your delivery style to drive influence at every level.
Strategic Industry GTM Planning – Own the ANZ FINS Industry GTM Plan, aligning sales, product, partners, and marketing around market opportunities and industry priorities.
Thought Leadership – Create and publish customer-facing POVs on AI, tech modernisation, and Financial Services trends; be an exceptional public speaker and the best customer storyteller in the business.
Strategic Customer Engagements – Support high-impact engagements, developing bespoke POVs, account strategies, and executive workshops that drive outcomes.
Scaled GTM Programs – Localise and execute industry sales plays and campaigns; deliver ANZ and Global Industry Summits; support industry marketing.
Field Enablement – Upskill sales and solutions teams on ANZ Financial Services pain points, regulatory context, and use cases through Summits, Community Calls, and ongoing enablement.
How You Will Execute
Strategy & GTM
Identify and prioritise applicable use cases for Sales Play execution
Lead ANZ Industry Council strategy based on evolving market conditions
Contribute to Global Industry COE
Act as a strategic partner to Sales — connecting industry insights to account strategy, pipeline development, and customer engagement planning.
Customer Engagement
Spend the majority of your time customer-facing
Support account teams through dry runs, deal coaching, SIC facilitation, and account planning
Community & Ecosystem
Cultivate industry community through Industry Cafes, Boards, Summits, and partner engagement
Champion the Voice of Industry through Customer Advisory Boards and other customer forums
Ways of Working
Be self-sufficient — create, deliver, prioritise, and manage the business independently
Be relentlessly optimistic and easy to engage — trusted equally by customers and sales teams
Build trust and alignment across sales, product, marketing, and partner teams to drive success
Why Join Salesforce?
You will be joining the #1 AI CRM company, where innovation and values-driven leadership are at our core. We offer competitive compensation, comprehensive benefits, and the opportunity to shape the future of financial services across Australia and New Zealand.
Minimum Requirements
Industry Expertise – 10+ years in Financial Services in a senior leadership role at a financial institution or as a strategic consultant, with deep knowledge of ANZ market dynamics and the ability to translate trends into business strategy.
Salesforce Fluency – Strong understanding of the Salesforce ecosystem and Financial Services-specific offerings including Financial Services Cloud, Data 360, and Agentforce. Developer experience not required.
Communication – Exceptional storytelling and presentation skills; able to command a room of senior executives, simplify complex technology into business outcomes, and create thought leadership content independently.
Transformation Experience – Proven track record advising on large-scale digital modernisation programs, including tech simplification, change management, and middle/back office transformation.
Analytical Mindset – Ability to build business cases and quantify the value of technology investments.
Collaboration – Proven ability to lead through influence in a matrixed environment.
AI Adoption – Active user of AI tools to drive productivity and quality; promotes best practices with peers.
Preferred Requirements
Experience with Agentforce or Agentic AI strategy in a financial services context.
Deep knowledge of Financial Services-specific processes, such as: client onboarding, KYC/AML (including AUSTRAC obligations), wealth planning, loan origination, or claims management.
Existing network of senior relationships across ANZ Financial Services institutions.
Membership or active position in leading industry associations (e.g., FINSIA, FSC, ABA, ICA, COBA, AFIA, ASFA, CALI, Financial Advice NZ, or NZBA).
Understanding of uniquely ANZ dynamics including superannuation and the four-pillar banking system.
Open to Director / Senior Director level.