Director, Business Strategy

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 Category Customer Success Job 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. Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce. 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 Positioning Be 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 consumption Orchestrate 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 Scale Structure 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 storytel ... (truncated, view full listing at source)