Demo

Salesforce Director BFSI

ClifyX
Edison, NJ Full Time
POSTED ON 9/30/2025
AVAILABLE BEFORE 10/29/2025

Client Enterprise Solutions Unit is one of its biggest service practices and is focusing on augmenting high caliber leadership for its Salesforce Practice primarily in the BFSI, Technical Services, Consumer Businesses and other verticals. We are partnering with the C-Suite to work with them towards their large transformation agendas and help them achieve superior outcomes while leveraging technology.


  • Manage Sales Funnel
  • Generate proactive demand through solution led selling and other instruments
  • Customer Liaison through Thought leadership led CXO engagement
  • Own and manage Salesforce focused deals
  • Identify new opportunities and work collaboratively across diverse global teams towards successful deal closure
  • Effectively respond to client requests for proposals
  • Solution led Selling
  • Leverage domain expertise to identify problems to solve across the Banking Financial
  • Services and Insurance
  • Leverage Salesforce Platform expertise to identify solutions
  • Be able to demonstrate solutions
  • Influence Partner Engagement
  • Work with Salesforce on joint Sales pursuits, solution developments and marketing activities


Qualifications:

  • · Overall, 10-15 Years of IT Experience
  • · 5 Years of experience in CRM Implementation Project (SFDC mandatory)
  • · Excellent understanding of Sales, Service, Marketing journeys
  • · 3 years in Consulting working with Customers identifying and solving business problems
  • · At least 1 Salesforce transformation program experience within last 5 years with in-depth
  • understanding of Industry domain and Trends.
  • · Ability to manage diverse team and project stake holders (Customer & client management,
  • Salesforce)
  • · Certified Sales Cloud, Service Cloud, Marketing Cloud, Financial Services Cloud
  • · Experience in Banking or Insurance is a plus
  • · Experience in working with team based in multiple time zones · Innovation & Growth Mindset · Willingness to learn and work in Salesforce.

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