Role : Engagement Director (Financial Services) Location : Netherlands, Sweden, Denmark, Finland Job Description The Engagement Director - Financial Services (FS) plays the critical role for setting customers up for Success by prescriptively shaping and then overseeing the execution of large and transformational projects at our most strategic customers in the financial services industry.
The Engagement Director FS serves as a trusted advisor to Salesforce financial services industry customers, providing guidance to Sales & Professional Services teams, ensuring synergies across each customer’s projects, and ensuring the highest levels of customer satisfaction.
Partnered with an Account Partner (Services sales person), the Engagement Director leads both pre and post sales activities, acting as the Delivery expert across the portfolio of products and engaging other SMEs across the organization to develop and articulate comprehensive implementation proposals.
The Engagement Director will then maintain the executive relationships and act as an escalation point within the large and strategic implementations in a billable capacity, ensuring tight stakeholder alignment, offering proactive and prescriptive advice resulting in outstanding Customer Success.
Responsibilities : Lead the development of financial services client-specific implementation proposals, Statements of Work (SOWs), staffing plans, engaging with Subject Matter Experts (SMEs) across the organization to gain consensus on an acceptable proposal.
Align closely with Account and Services Sales teams to own pre-sales activities such as scoping, solutioning, Statement of Work (SOW) development and project staffing.
Provide the Professional Services team with Subject Matter Expertise related to the proposed solution and client needs in order to ensure successful project delivery.
A successful (digital) transformation involves more than the implementation of the Salesforce success platform. As an Engagement Director you support other factors that determine a successful transformation like setting up or changing the future Operation Model, advising on Business Change Impact etc.
Where appropriate and required for Customer Success, providing direct oversight to the project team during the full lifecycle of the engagement, acting as the escalation point for both the customer and Salesforce delivery teams.
Ensure that engagements conclude with fully satisfied clients that are willing to be references for new potential clients.
communicate effectively and appropriately with internal and external leaders and executives. Your Impact, as Engagement Director, you : Act as an expert in the field, use professional concepts in developing resolution to critical issues and broad design matters.
Work on issues that impact department success or address future concepts, products or technologies. Create formal networks with key decision makers and serves as external spokesperson for the organization.
Exercise wide latitude in determining objectives and approaches to critical assignments. Own pre-sales activities such as visioning, scoping, SOW development and staffing while closely aligning with Services Sales, Customer Success Organisation, license and project teams.
Contribute in shaping customer vision, roadmap and quick wins. Provide Internal Knowledge Transfer (IKT) & act as a Subject Matter Expert (SME) to the Delivery Team throughout the project, and engaging as needed to ensure Customer Success.
On select accounts, provide oversight to the project team during the full lifecycle of the engagement. Contribute to project deliverables and success as a billable resource (25% of time allocation).
Manage project and account-level escalations as required. Nurture executive relationships during and post engagement to maintain Customer Satisfaction.
Leverage trusted advisor status within account to identify and close follow-on business. Minimum Qualifications & Skills : + 10 years’ experience delivering consulting services, including team leadership and active involvement in selling professional services + 7 years’ operating in a pre-sales environment, shaping and scoping large and complex implementation projects + 7 years of enterprise-level project or program management experience +7 years experience in finance industry preferable in an all finance bank at the business side Experience with implementing digital transformations at international financial organisations Capable of liaising with both business and IT teams : As an Engagement Director you are able to seamlessly connect strategy and operational processes, between business and technology Demonstrated technical and / or functional background, and ability to engage with architects or SME in pre-sales activities Be able to act as a peer to the board of financial institutions Extremely Strong written and verbal communication skills, executive level presence and experience in working in a client advisory role Demonstrated ability to influence a group audience, facilitate solutioning and lead discussions such as implementation methodology, creating transformation roadmaps, Enterprise Transformation strategy, and executive-level requirement gathering sessions Excellent analytical & problem solving skills Fluent in English.
Preferred Qualifications & Skills : Cross Domain (e-commerce, CRM) knowledge University degree or equivalent from a top tier school Certified in Salesforce Sales and Service Cloud as well as familiar with Financial Service Cloud Fluency in one other foreign language and / or one of the local languages.
About Salesforce : Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way.
The company was founded on three disruptive ideas : a new technology model in cloud computing, a pay-as-you-go business model, and a new integrated corporate philanthropy model.
These founding principles have taken our company to great heights, including being named one of Forbes's "World's Most Innovative Company" five years in a row and one of Fortune's "100 Best Companies to Work For" eight years in a row.
We are the fastest growing of the top 10 enterprise software companies, and this level of growth equals incredible opportunities to grow a career at Salesforce.
Together, with our whole Ohana (Hawaiian for "family") made up of our employees, customers, partners and communities, we are working to improve the state of the world. *LI-Y