Demo

Salesforce Director - BFSI

XCUTIVES INC.
Edison, NJ Full Time
POSTED ON 4/18/2026
AVAILABLE BEFORE 6/9/2026

Role - Salesforce Director (BFSI)

Location - Any location near client location

Job Type - Full Time Permanent


Client Note -

  • BFSI: No location constraints anywhere in USA will work and need someone have client discussions and run workshops and be part of events and can be closer to a Client office location.
  • They need an IC candidate
  • They need to have discussion on CIO and should have the ability to talk technology and understand the scope and work with the presales team and turn over whatever is required
  • Solution Partner should understand SFDC from business and technology perspective
  • If they have BFSI experience that is great and generic experience in salesforce in solution roles or as an architect and evolved to become directors would work
  • They need to work with other practices-OCM/ERP and used to working in matrixed environments and across teams
  • One is ability to collaborate and work across multiple teams-accounts/alliances for the scope of work
  • Ability to have a meaningful conversation on technology and business
  • Matrixed organisation experience is a must and patience to work around these teams is required


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.

Salary.com Estimation for Salesforce Director - BFSI in Edison, NJ
$181,399 to $226,116
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