Industry Advisor - Financial Services
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Job Category
Sales
Job Details
About Salesforce
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? You're in the right place! 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.
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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.
Benefits and Perks
Check out our benefits site (https://salesforcebenefits.com/international.html) that explains our various benefits, including wellbeing reimbursement, generous parental leave, adoption assistance, fertility benefits, and more. Visit for the full breakdown!
Salesforce is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Unleash Your Potential
When you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future - but to redefine what's possible - for yourself, for AI, and the world.
Accommodations
If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.
Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates' resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.
Posting Statement
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that's inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
Perks and Benefits
Health and Wellness
- Health Insurance
- Health Reimbursement Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- FSA
- FSA With Employer Contribution
- HSA
- HSA With Employer Contribution
- Fitness Subsidies
- On-Site Gym
- Mental Health Benefits
Parental Benefits
- Adoption Leave
- Return-to-Work Program
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
Work Flexibility
- Flexible Work Hours
- Remote Work Opportunities
- Hybrid Work Opportunities
Office Life and Perks
- Casual Dress
- Happy Hours
- Snacks
- Some Meals Provided
- Company Outings
Vacation and Time Off
- Paid Vacation
- Unlimited Paid Time Off
- Paid Holidays
- Personal/Sick Days
- Leave of Absence
- Sabbatical
- Volunteer Time Off
Financial and Retirement
- 401(K)
- 401(K) With Company Matching
- Company Equity
- Stock Purchase Program
- Performance Bonus
- Relocation Assistance
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Learning and Development Stipend
- Promote From Within
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Lunch and Learns
- Internship Program
- Leadership Training Program
- Professional Coaching
- Work Visa Sponsorship
Diversity and Inclusion
- Employee Resource Groups (ERG)
- Unconscious Bias Training
- Diversity, Equity, and Inclusion Program
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