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Senior Customer Transformation Director - Banking & Finance
Salesforce
Fully Remote
role reference:  wyw_#00549
Location
Fully Remote
Salary
Competitive salary
Contract Full-time
Industry Information Technology and Services
Hours 37.5 - 37.5 Hours
  • Salesforce
  • Customer Insight
  • Customer Relationship Management (CRM)
  • Business Analysis
  • Business Intelligence (BI)
  • Business Strategy
  • Business-to-Business (B2B)
  • Banking
  • Financial Services
  • Financial Markets
  • CUSTOMER TRANSFORMATION
Description:

As a Customer Transformation Director, you will play a key leadership role within the Strategic Customers organisation working closely with the Customer, Sales teams, Customer Success, Business Value Services, Partner Alliances and Professional Services to identify, execute, and deliver large strategic deals. You will do this by helping teams not only create a value propositions but by showing customers how they can achieve that value using Salesforce products. The ideal candidate will love getting their hands dirty creating blueprints for customers to grow their business, reduce cost, and become more sustainable.

The role requires a keen knowledge and passion for all things related to digital customer experience & operations. This will include Customer Data Management, Analytics, Marketing Engagement, Customer
Servicing, Sales, Operational Excellence, Agility, as well as AI and Machine Learning.

The successful candidate will be responsible for creating and maintaining industry relevant “Digital 360” customer experience thought leadership, delivering this content to targeted customers at events including executive level sales and education sessions as well as high reach Salesforce events, e.g. Dreamforce2U, World Tour London, Customer Advisory Boards (CAB) etc. as well as other 3rdparty/partner/industry events.

This role will also be responsible for up-skilling the UKI Sales teams on the latest thinking, messaging and trends on all aspects of Digital Customer Experience transformation with industry insight and context. This will be a vital aspect of scaling your influence throughout the Sales team.

Finally, this role will work closely with customers to craft a vision on how Salesforce can help them achieve their goals. You will have ongoing engagements with the customer while they execute that vision in order to ensure they are getting value out of their investments. You will retain accountability for the Customer Success and Advocacy post sale alongside the account teams.

Your Impact:

  • Shape & implement the customer transformation narrative for digital customer experience within the UK business and validated with customers, partners and industry stakeholders.
  • Engaging at the C-level in customer organisations, taking an active sponsorship role on key accounts.
  • Lead strategic technical and business value discussions with senior and executive leaders, demonstrating ability to impact and influence customers and partners with integrity, respect, curiosity and courage to drive measurable business results through the deployment of Salesforce solutions. 
  • Cultivate and share best practices through thought leadership, personal experience and the shared collective experience gained from similar projects and engagements
  • Be Salesforce’s digital 360 spokesperson. Raise awareness and credibility for Salesforce in this key industry. Articulate clear points of view on how Salesforce is shaping the industry to be better for all, while supporting Salesforce’s core values.
  • Coach, mentor, support our account teams, build deeper customer relationships, and consult around key challenges and opportunities.
  • Influence product management and customer success to innovate on high value solutions. Bring cross functional teams together to build new capabilities for our customers.
  • Be an enabler of an inclusive and winning team spirit.

Required Skills:

  • 10+ years as either a leader, innovator or enabling transformation, working directly with technology as a key enabler to unlock value.
  • Strong technical and business acumen ideally gained within a complex software solution environment
  • Proven ability to introduce and grow strategic solutions within digital customer experience. Understand key challenges, systems landscapes, positioning, use cases, areas of opportunity, and Investment cases.
  • Demonstrable credibility as a strategic advisor or experience leading a client side digital transformation initiative
  • Exceptional teammate with proven track record to lead through and influence across sophisticated matrix organisations.
  • Experience crafting and delivering compelling content for senior executives.
  • A passion for enabling transformation through the application of technology.
  • Excellent interpersonal skills with the ability to inspire and build trusted relationships (internally and externally).
  • Passion for supporting team development, as well as for their own self-improvement.
  • Solution oriented, data driven, learning mindset
  • A self-starter that can thrive in a fast-paced environment.
  • Ability to travel globally when required.
  • Experience will be evaluated based on alignment to the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer work, etc.).

 

Key skills:
  • Salesforce
  • Customer Insight
  • Customer Relationship Management (CRM)
  • Business Analysis
  • Business Intelligence (BI)
  • Business Strategy
  • Business-to-Business (B2B)
  • Banking
  • Financial Services
  • Financial Markets
  • CUSTOMER TRANSFORMATION
Competitive salary

CONTRACT

INDUSTRY

Role Type

Job Function

37.5 - 37.5 Hours
Flexibility:
Working Patterns
Flexi-Time
Full-time
Flexibility:
Workplace
Remote or Mobile Working
Work From Home (WFH)
Flexibility:
Life event
Career Breaks / Sabbatical
Shared Parental Leave
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