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About The Financial Services, Salesforce Ignite Team

The Financial Services Ignite Team at Salesforce believes that every financial service experience starts with people: Helping real humans plan for their future, finance their education, protect their families, build their companies, and make big life decisions. These moments are real and emotional.

Our team is fortunate to collaborate with Salesforce’s most ambitious Financial Services customers to drive human-centered transformations. The companies we work with are asking us to help them rethink their relationships, business models, and how they engage with customers, clients and consumers around questions like:

• How can families ensure the safety and security of their dependents today and tomorrow?
• What does insurance mean when you "share" more than you "own"?
• What is the future of banking in a world when you never need to walk into a retail branch again?
• How do you equip individuals to be confident in their financial decisions by making content feel relevant, human and insightful vs. regulated legalese?
• How do you build trust in a contactless world?

Role Description:

As an Innovation Director, you will lead large cross-functional engagement teams of Experience Designers, Strategists, Researchers, Account Executives, Solution Engineers, Business Value Analysts, Architects and Developers. You will be involved in all aspects of an engagement from discovery to experience definition, prototype development, and C-suite presentations. You will be responsible for defining the business challenge, shaping the solutions, and developing the logic and roadmap for how to execute it.

The ideal candidate is an inspirational thinker and do-er. A person that understands how to own a strategy, drive execution, tell stories, and build conviction across audiences. Can you facilitate executives, pivot real-time in customer workshops, and execute on a project plan? Are you craving to define the future of financial services with digital technologies? Mastery of Financial Services isn't a pre-req.

If you're interested in:

• Projects and teammates that push you to grow by challenging your assumptions, skills, and knowledge
• Coaching and leading colleagues in a flat structured team
• Shaping and executing on strategy that catalyzes change at the executive and C-suite level
• Engaging with senior Salesforce and customer executives to shape visions, overcome challenges, and be a catalyst for innovation
• Deepening your experience with Financial Services, FinTech, and emerging transformational trends that are shaping and disrupting the landscape of the industry
• Experimenting and prototyping with technology to bring ideas to life that focus on user experience to differentiate how Financial Services customers GTM and build trusted relationships with their customers
• Honing storytelling skills to engage stakeholders at all levels

Required Skills and Experience

• You have 10+ years experience scoping and leading consulting engagements and teams from vision to execution, with a track record of using human-centered design principles to drive change and innovation
• You have 5+ years experience leading banking, insurance and/or wealth clients through “the how” of transformation - what it will take for a business to successfully execute on a transformation vision and create meaningful change
• Human-centered design courses through undergraduate, MBA or Certifications, preferred
• An interest in developing and presenting industry leading thought capital for Banking, Insurance and Wealth customers that showcases a mastery of the industry and the changes facing c-suites as they navigate change, preferred
• Equal parts strategist, consultant, and program manager—you can define a point of view, paint a vision, determine the direction, and execute with excellence (including building executable project plans and roadmaps, and managing timelines, stakeholders, and final deliverable development)
• History of bringing great strategies to life to achieve tangible outcomes, rather than having them left on the shelf. This includes being able to guide customers and internal teams throughout the various stages of a transformation and ensuring critical elements for success are in place such as business value analysis, ways of working, governance and change management
• Possess an understanding of Salesforce capabilities including the Customer 360, Tableau and Mulesoft as well as an eagerness to learn about Salesforce’s Financial Services offerings and Go to Market positioning
• Ability to articulate the value of SaaS and cloud computing
• Self-motivated and able to motivate others
• Strong communication skills and ability to balance quality deliverables with tight deadlines

Nice to Have

• You are passionate about thought leadership, and finding ways to scale content, and approaches to enable other team members and customers
• You have built frameworks or tools, and have successfully gotten others to adopt them through workshops, enablement guides, and influence without authority
• In addition to human centered design, you are familiar with lean and agile methodologies

Upon applying, please include a cover letter.

ABOUT SALESFORCE:

Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way. The company was founded on three disruptive ideas: a new technology model in cloud computing, a pay-as-you-go business model, and a new integrated corporate philanthropy model. These founding principles have taken our company to great heights, including being named one of Forbes’s “World’s Most Innovative Company” five years in a row and one of Fortune’s “100 Best Companies to Work For” eight years in a row. We are the fastest growing of the top 10 enterprise software companies, and this level of growth equals incredible opportunities to grow a career at Salesforce. Together, with our whole Ohana (Hawaiian for "family") made up of our employees, customers, partners and communities, we are working to improve the state of the world.

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