Services Business Strategy Director

Salesforce, Inc.; São Paulo; Híbrido; BRL 900 000 - 1 300 000; Tempo integral

Resumo da oferta

Salesforce, Inc. is seeking a seasoned Strategy & Transformation Leader for LATAM Professional Services to shape how we position Salesforce as a transformation partner for CIOs and business leaders, driving adoption of Data Cloud and Agentforce, and aligning executive priorities with measurable value.

You will partner with sales, delivery, and partners to accelerate pipeline, design scalable governance, and deliver ROI-driven roadmaps across financial services clients, ensuring fewer, deeper

Qualificações

• 10+ years of experience in consulting/strategy/architecture/digital transformation.
• 10+ years of experience in Financial Services industry.
• Strong capacity for strategic synthesis and executive storytelling.
• Fluency in AI & Data concepts (value chains, governance, data, automation).
• Experience working with Sales (AE/AP), delivery, and partner teams.
• Knowledge in Value Engineering/ROI modeling, governance, and CoE.

Responsabilidades

• Strategy, Vision, and Executive Positioning: Be the trusted advisor for CIO/COO/CEO and connect business ambition to Salesforce platform strategy.
• Commercial Acceleration and Pipeline Creation: Design SBS engagement models and help convert work into closed deals.
• AI & Data: Orchestrate AI/data roadmaps for secure, scalable adoption of Agentforce and Data Cloud.
• Governance, CoE, and Operating Model: Establish scalable delivery templates, governance rituals, and integrate PS, delivery, and partners.

Descrição da oferta de emprego

*To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.*Job CategoryCustomer SuccessJob Details****About Salesforce****Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.Salesforce LATAM is evolving its Professional Services approach to a more **strategic, results-oriented model focused on priority accounts (Fewer & Deeper)**. The Business Strategy Director will be responsible for positioning Salesforce as a **transformation partner** for C-level executives, accelerating **adoption, consumption, and value** from the portfolio - with an emphasis on Financial Services industry.The role operates at the intersection of: **business strategy**, **enterprise architecture**, **governance**, **value engineering (VE/ROI)**, and **sales and post-sales cycle orchestration**, connecting AE/AP, specialist, delivery, and partner teams.**Key Responsibilities**1) Strategy, Vision, and Executive PositioningBe the **trusted advisor** for CIO/COO/CMO/Head of Digital/Head of Operations, connecting business ambition to the Salesforce platform strategy.Conduct **Strategic Discovery** and **Value Framing**, transforming complex problems into clear narratives with value hypotheses, risks, and execution plans.* Lead **Executive Briefings** and **Executive Messaging**, elevating conversations from features to **measurable outcomes**.2) Commercial Acceleration and Pipeline Creation (Services + Licenses)Act as a **strategic lever** for sales teams: create context that enables AEs/APs to convert work into **closed deals** (licenses and PS).Design and operationalize an account-oriented SBS engagement model (e.g., Explore / Navigator / Orchestrator), ensuring focus and scale.* Develop **Business Cases** and **Value Justifications** (VE/ROI), supporting investment decisions and reducing friction in the sales cycle.3) AI & Data: Agentforce + Data Cloud as a driver of value and consumptionOrchestrate the design of **AI and data roadmaps** that enable secure and scalable adoption of Agentforce.Define **AI readiness** standards and playbooks: data, governance, \"human-in-the-loop,\" security, performance evaluation, risk control.* Translate the AI proposition into executive KPIs (e.g., productivity, deflection, conversion, experience, risk), connecting with the logic of **consumption**.4) Governance, CoE, and Operating Model for ScaleStructure or evolve **CoE (Center of Excellence)** and governance (RACI/decisioning, rituals, cadences, ownership, metrics).* Create mechanisms for **scalable delivery**: templates, standards, reusable assets, and guardrails to reduce rework and accelerate time-to-value.* Integrate PS, Delivery, and partners frictionlessly (including scenarios with strong SI/Partner influence).What Success Looks Like (12-18 Months)- Consistent increase in:**Influenced Pipeline** (Services and Licenses)**Cycle Velocity** (reduction in time to business case/decision)**Adoption/Consumption** (Data Cloud activated; Agentforce in production and scaling)**PS Bookings** and **strategic attach** (with governance and roadmap)- Execution of a replicable account engagement playbook (fewer & deeper), with **reusable assets** and governance.**Requirements (Must-Have)****10+ years** of experience in consulting/strategy/architecture/digital transformation, with exposure to enterprise clients.**10+ years** of experience in **Financial Services Industry**.Strong capacity for **strategic synthesis** and executive storytelling (CIO/COO/CEO).Solid experience in **CRM/Customer Experience**, operational transformation, and roadmap design.Fluency in **AI & Data concepts** (e.g., value chains, governance, structured/unstructured data, automation, adoption patterns).Experience working with **Sales (AE/AP)**, delivery, and partner (SI) teams, managing priorities and conflicts.**Differentiators (Nice-to-Have)**Practical exposure to **Salesforce Data Cloud** and **Agentforce** (or equivalent AI/automation), and/or experience with data platforms/CDPs.Knowledge in **Value Engineering/ROI modeling**, governance, and CoE.Familiarity with integrations (e.g., **MuleSoft**/APIs/event-driven) and enterprise architecture.Certifications (desirable): Salesforce (Sales/Service/FSC), Data, AI, Architecture (as applicable).Unleash Your PotentialWhen you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and *be your best*, and our AI agents accelerate your impact so you can *do your best*. Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future - but to redefine what's possible - for yourself, for AI, and the world.AccommodationsIf you need a reasonable accommodation during the application or the recruiting process, please submit a request via this .Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates' resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.Posting StatementAny employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.########################