Demo

Director, Business Value Consultant - Enterprise Financial Services

SalesForce-ad
York, NY Full Time
POSTED ON 5/31/2026
AVAILABLE BEFORE 6/29/2026
Description

Team

This is an outstanding opportunity to join a team, representing a blend of frontline commercial execution and long-term critical thinking.

Salesforce Business Value Services (BVS) team is closely aligned with the Sales organization, directly supporting sales pursuits within our top accounts. Your primary focus will be to directly engage with customer executive teams, helping to articulate the strategic and financial impact that our platform can deliver to their organizations. Ultimately, you will develop C-level account strategies, business cases, value propositions and success metrics, investment justifications, deal structures and commercial proposals for our clients. You will collaborate with our sales teams by providing guidance on account strategies, helping prioritize sales pursuits and identify new opportunities.

We are looking for highly passionate, driven and inquisitive individuals who can effectively communicate how our solutions can help our customers transform their businesses and support their strategic objectives.

What You Will Be Doing

  • Client Consulting: Support major Enterprise accounts across all steps in the customer lifecycle, from strategic alignment, project justification, and commercial proposals to measuring the realized value of targeted business outcomes
  • Sales Partnership: Work closely with our internal sales teams and other functions to help define account strategies and prioritize sales initiatives, based on value creation potential and opportunity size
  • Orchestration: Facilitate internal and external workshops to discover customers' current and future business capabilities with the goal of identifying, prioritizing and measuring key business value drivers (metrics)
  • Value Selling: Build compelling business case presentations and ROI (Return on Investment) analyses aimed at accelerating, justifying, and/or expanding sales opportunities
  • Deal Negotiation: Assist in the development and delivery of commercial proposals and deal structures, and share insights with senior sales management to help develop and execute negotiation strategies
  • Thought Leadership: Provide thought leadership, training, and consultative partnering with internal sales and other teams throughout and beyond the sales cycle

What We Are Looking For

  • Experience in the Enterprise Financial Services market - particularly Banking, Wealth & Asset Management, or Insurance
  • Expertise in building and presenting compelling business cases to executive and c-level clients
  • Prior experience in consultative and strategic customer-facing roles
  • Expertise in account strategy support, and development and execution of value hypotheses, business cases, and commercial proposals
  • Strong analytical and problem solving skills, including the ability to derive meaningful insights from large amounts of information and clearly communicate complex ideas to customer senior executives, while handling questions and objections
  • Skilled in quantitative analysis and financial modeling
  • Mix of business and technical acumen with ability to engage and add value in discussions involving both technology and business strategy
  • Creative, high-energy, self-starter comfortable leading and executing initiatives and handling conflicting demands creatively and quickly
  • Thrive in working collaboratively and cross-functionally, particularly with Sales, Solution Engineering, Pricing, Industry teams and other key partners
  • Results-oriented, strategic thinker that enjoys helping customers "cross the chasm" from current state to future state

Preferred Qualifications

  • 15 years of professional experience
  • MBA
  • Familiarity with technology and/or enterprise software

Salary.com Estimation for Director, Business Value Consultant - Enterprise Financial Services in York, NY
$298,797 to $389,558
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