Job Description
Job Summary:
We are looking for a visionary and results-driven leader to establish and scale our new
FSI (Financial Services Industry) Salesforce Consulting business unit. This role is pivotal in defining the strategy, building the team, and driving growth in the FSI vertical.The ideal candidate must have a strong background in Salesforce consulting, deep expertise in the FSI sector, and a proven ability to build and grow successful business units or practices from the ground up.
Key Responsibilities
Strategic Leadership:- Define the strategic roadmap for the FSI Salesforce consulting business unit.
- Develop a comprehensive business plan, including market positioning, target clients, service offerings, and revenue goals.
- Identify and capitalise on market opportunities to differentiate the business unit in the competitive FSI Salesforce consulting space.
Market Expertise:- Conduct in-depth analysis of the FSI market, including trends, regulatory requirements, and client needs.
- Leverage expertise in FSI-specific Salesforce solutions (e.g., Financial Services Cloud, nCino, Vlocity) to create tailored offerings.
- Monitor competitors and industry benchmarks to identify gaps and opportunities for innovation.
Go-to-Market Execution:Design and execute a go-to-market strategy to acquire FSI clients, including banks, insurance companies, wealth management firms, and fintechs.Build and nurture partnerships with Salesforce and other ecosystem players to drive co-selling and lead generation.Develop thought leadership content, case studies, and marketing campaigns to establish the business unit as a trusted advisor in the FSI space.Sales and Business Development:- Drive revenue growth by securing new FSI clients and expanding relationships with existing clients.
- Build and maintain strong relationships with C-level executives and decision-makers in the FSI industry.
- Build a strong sales team to fuel growth
- Manage the team’s KPI and track their performance against them
- Financial and Operational Management:
- Develop and manage the business unit’s budget, ensuring profitability and sustainable growth.
- Monitor financial performance and implement corrective actions as needed to achieve targets.
- Report progress and performance metrics to the company’s leadership team.
Requirements
Qualifications and Experience:
- Education:
- Bachelor’s degree in Business, IT, or a related field. An MBA or equivalent advanced degree is a plus.
- Experience:
- 10+ years of experience in IT services, consulting, or the Salesforce ecosystem.
- 5+ years of experience in the Financial Services Industry (FSI), with a deep understanding of its challenges, regulations, and technology needs.
- Proven track record of building and scaling a successful business unit, practice, or startup.
- Strong expertise in Salesforce platforms, particularly Financial Services Cloud, nCino, or Vlocity.
- Experience in sales, business development, and client relationship management.
- Skills:
- Strategic thinker with the ability to translate vision into actionable plans.
- Strong leadership and team-building skills.
- Excellent communication, presentation, and negotiation skills.
- Deep understanding of the Salesforce ecosystem, including partnerships, certifications, and solutions.
- Financial acumen and ability to manage P&L.
- Certifications (Preferred):
- Salesforce certifications (e.g., Financial Services Cloud Accredited Professional, Salesforce Certified Consultant, etc.).
- Relevant industry certifications (e.g., CFA, FRM, or other FSI-related credentials).
Key Performance Indicators (KPIs)
- Revenue growth and profitability of the FSI business unit.
- Number of new FSI clients acquired.
- Client satisfaction and retention rates.
- Team growth and employee satisfaction.
- Market share and brand recognition in the FSI Salesforce consulting space.
Benefits
Why Join Us?:
- Entrepreneurial Opportunity: Build and lead a new business unit within a well-established IT services company.
- Resources and Support: Access to existing infrastructure, resources, and client relationships.
- Impact: Play a key role in shaping the future of FSI Salesforce consulting.
- Compensation: Competitive salary, performance-based incentives, and growth opportunities.
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