Business Strategy Director – Financial Services, Healthcare & Life Sciences

Salesforce

. Provide business strategy subject matter expertise related to Salesforce products and services during delivery cycles .

Posted 10/22/2026full-timeRemote • United StatesLead💰 $197,300 - $313,700 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Salesforce products and services, with a strong focus on business strategy, customer engagement, and value realization. Capable of developing strategic roadmaps and facilitating workshops to drive enterprise transformation in Financial Services and Life Sciences.

Highest-signal resume keywords

Salesforce Product KnowledgeBusiness Strategy DevelopmentExperience in Financial ServicesWorkshop Design and FacilitationApplication of AI Tools

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business Value AssessmentEnterprise ArchitectureProgram GovernanceValue RealizationAgile MethodologyProposal DevelopmentRFP ResponsesExecutive PresentationsCustomer Relationship ManagementMarket Trend Analysis

Soft Skills

Excellent Verbal CommunicationStrong Written CommunicationCreative ThinkingObjection HandlingCollaboration

Tools & Technologies

AI ToolsSalesforce Services

Industry Keywords

Financial ServicesLife SciencesCustomer EngagementTransformationStakeholder Alignment

About the role

Key responsibilities & impact

Provide business strategy subject matter expertise related to Salesforce products and services during delivery cycles
Work cross-functionally within Salesforce to define program scope, team, value narrative, and pitch
Uncover future sales opportunities to drive ongoing customer value
Perform and distill customer, industry, and end-user research
Conduct assessments and facilitate workshops to develop future-state operating models and business visions
Identify enterprise business process and operations improvements
Carry the pre-sales vision and value narrative into delivery through an actionable Phase 0 roadmap
Leverage AI tools in creating and executing deliverables and activities
Develop multi-year strategic roadmaps that prioritize investments and support business objectives
Perform business value assessments and define metrics for value realization
Drive stakeholder alignment, engagement, and buy-in across functions
Help leaders adopt digital operating models, governance strategies, and new ways of working
Collaborate with program management, experience design, change management, and technical teams
Identify and proactively manage risks through resolution
Coach and develop Business Strategists and project team members
Serve as an escalation point on customer engagements
Support customer renewals and extensions when applicable
Build the Business Strategy capability within the Experience Services Competency
Share methodologies, advise peers, and lead internal strategic initiatives to grow the consulting practice
Contribute to the community knowledge base and expertise

Requirements

What you’ll need

Minimum 15 years of experience in customer-facing roles leading complex experience-led engagements with large-scale transformation
Proven experience working with customers or internally at companies within the Financial Services and/or Life Sciences industries
Strong understanding of key business value drivers and success metrics typical of large-enterprise Financial Services / Healthcare & Life Sciences organizations
Ability to develop industry POVs, including identifying market trends, responses, and solution offerings
Salesforce product knowledge and solution design experience required
Experience in Business Strategy, Enterprise Architecture, Product Management, Agile, Program Governance, and/or Value Realization
Application of AI tools in services delivery
GTM support experience, including scoping, proposal development, RFP responses, and executive presentations
Excellent verbal and written skills
Strong workshop design and facilitation skills
Comfortable pitching to C-suite executives, including strong objection-handling abilities
Ability to analyze and synthesize information and make defensible recommendations amid ambiguity
Proactive, resourceful, creative thinker able to inspire others and navigate dynamic situations
Track record of building customer relationships and collaborating cross-functionally
Willingness to travel when required, up to 25–30% of the time
Understanding of the value of working onsite with customers

Benefits

Comp & perks

Time off programs
Medical insurance
Dental insurance
Vision insurance
Mental health support
Paid parental leave
Life insurance
Disability insurance
401(k)
Employee stock purchasing program
Incentive compensation may be available for eligible roles
Equity may be available for eligible roles
AI agents to accelerate impact
Reasonable accommodations during the application or recruiting process