Services Business Strategy Director

Salesforce
São Paulo
Workplace: OnsiteFull timeFunction: Strategy & Corporate DevelopmentSkills: ["Strategic synthesis","Executive storytelling","Strategic discovery","Value framing","Cross-functional collaboration"]

Drive Salesforce’s Professional Services strategy for priority Financial Services accounts, positioning Salesforce as a transformation partner for C-level executives. Lead strategic discovery, executive messaging, and value engineering/ROI business cases to accelerate services and license deals. Orchestrate AI and data roadmaps (Agentforce, Data Cloud) with governance and readiness standards, and evolve operating models/CoEs to scale adoption, consumption, and time-to-value across sales, delivery, and partners.

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FursaFursa
Salesforce
Salesforce
3 days ago

Services Business Strategy Director

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Drive Salesforce’s Professional Services strategy for priority Financial Services accounts, positioning Salesforce as a transformation partner for C-level executives. Lead strategic discovery, executive messaging, and value engineering/ROI business cases to accelerate services and license deals. Orchestrate AI and data roadmaps (Agentforce, Data Cloud) with governance and readiness standards, and evolve operating models/CoEs to scale adoption, consumption, and time-to-value across sales, delivery, and partners.
Location: São Paulo
Workplace: Onsite
Employment Type: Full time
Job Function: Strategy & Corporate Development
Seniority: Director level

Key Responsibilities

  • •Serve as a trusted advisor to CIO/COO/CMO/Head of Digital and Head of Operations, connecting business ambition to Salesforce platform strategy.
  • •Create executive discovery narratives and value hypotheses, risks, and execution plans; lead executive briefings and messaging focused on measurable outcomes.
  • •Accelerate commercial outcomes by enabling AEs/APs to close services and licenses; build and operationalize an account-oriented SBS engagement model.
  • •Orchestrate AI and data roadmaps for secure, scalable Agentforce adoption using Data Cloud; define AI readiness standards, governance, and KPI translation.
  • •Establish/evolve CoEs and governance operating models at scale, integrating PS, delivery, and partners with reusable assets, templates, and guardrails.

Key Requirements

  • •10+ years of experience in consulting/strategy/architecture/digital transformation with exposure to enterprise clients.
  • •10+ years of experience in the Financial Services industry.
  • •Strong strategic synthesis and executive storytelling for CIO/COO/CEO-level audiences.
  • •Solid experience in CRM/Customer Experience, operational transformation, and roadmap design.
  • •Fluency in AI & Data concepts and experience working across Sales (AE/AP), delivery, and partner (SI) teams.
Skills:Strategic synthesisExecutive storytellingStrategic discoveryValue framingCross-functional collaboration
Certifications:Salesforce (Sales/Service/FSC)Data certificationAI certificationArchitecture certification
Tech Stack:SalesforceAgentforceData CloudRACIAIData governanceAPIsMuleSoftEnterprise architectureValue engineeringROI modelingStructured dataUnstructured dataAutomationEvent-driven integrations

Company Brief

Salesforce
Provides a leading cloud-based customer relationship management (CRM) platform with sales, service, marketing, analytics, and integration tools that empower businesses to manage customer relationships and digital transformation at scale.
Industry: SaaS
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Francisco, United States
Founded: 1999
Glassdoor
Glassdoor: 4.1
WebsiteLinkedInGlassdoor