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Business Strategy Director (financial Services, Healthcare & Life Sciences)

Salesforce · Indiana - Remote

Salesforce is a global leader in AI-powered CRM solutions, focused on driving digital transformation and customer success. As a Business Strategy Director within the Experience Services team, you will serve as a high-level advisor for enterprise clients in the Financial Services and Healthcare & Life Sciences sectors. Your day-to-day responsibilities involve partnering with C-suite executives to define long-term business visions, designing operating models, and creating actionable multi-year roadmaps. You will bridge the gap between technical delivery and strategic business outcomes, ensuring that Salesforce implementations align with specific industry goals. This role requires conducting deep research, facilitating stakeholder workshops, and identifying process improvements to drive value realization. You will also manage the transition from pre-sales narratives to delivery, maintaining momentum and trust throughout the engagement lifecycle. This position is ideal for an experienced consultant or strategy professional who possesses deep domain expertise in either financial services or healthcare, excels at cross-functional collaboration, and is passionate about leveraging AI to solve complex enterprise business challenges.

business strategyfinancial serviceshealthcare consultinglife sciencesenterprise strategydigital transformationoperating model designvalue realizationstrategic advisoryc-suite engagement

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. The Experience The Experience Services Competency within Salesforce Professional Services is seeking a Business Strategy Director. The Business Strategy Director is responsible for ensuring overall delivery excellence and quality across Salesforce Professional Services customers. Partnering with C-level customers, Business Strategists craft innovative, industry-specific strategies that clearly define the vision, metrics, and roadmap to achieve desired business outcomes. They work with our key enterprise customers, partners, and technical delivery leaders to drive scale, speed to value, and a sustained landscape for future success. They bring deep expertise in enterprise business strategy, operating model design, and value realization — translating customer ambitions into actionable, multi-year programs. They have strong Financial Services and/or Healthcare & Life Sciences consulting experience and a deep understanding of Business Strategy services deliverables. They strive to better understand and improve processes to help our Experience Services team thrive. The Business Strategy Director also partners with other roles on customer engagements to ensure customer and Salesforce Professional Services success. We believe the best Business Strategists are those who obsess over the creation of customer and business value. They have a customer-centric and collaborative mentality, a willingness to commit to the customer, and the drive to break down barriers to ensure customer success. What You'll Actually Be Doing Strategic Advisory: Provide business strategy subject matter expertise as it relates 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. Strategic Discovery & Assessment: Perform and distill customer, industry, and end-user research to identify key customer needs, expectations, and experience-led business opportunities. Conduct assessments and facilitate workshops to develop future-state operating models and business visions. Identify enterprise business process and operations improvements to realize efficiencies and increase impact. Take ownership of the vision and value narrative established during pre-sales and carry it into delivery, translating it into an actionable “Phase 0” roadmap without loss of momentum or customer trust. Leverage AI tools in creation and execution of deliverables or activities. Strategy Roadmap: Develop multi-year, strategic roadmaps that prioritize investments and support business objectives. Business Value: Perform business value assessment and gain alignment to develop strategic use cases to project the value of strategy, case for change, and organizational implications. Define the metrics for tracking value realization. Transformation & Organizational Alignment: Drive stakeholder alignment, engagement, and buy-in across functions. Facilitate cross-functional partnerships to craft and implement new ways of working across functions. Help business and technology leaders adopt new digital operating models, governance strategies, and approaches. Cultivate solution and organizational adoption, driving strategy evolution to deliver value through quicker delivery cycles. Operational Excellence: Collaborate closely with program management, experience design, change management, and technical teams to integrate business value strategies into program delivery. Identify and proactively manage risk areas and commit to seeing an issue through to complete resolution. Team Leadership: Coach and develop other Business Strategists and project team members to a consistent, repeatable delivery standard. Serve as a point of escalation and lead team members to drive results on customer engagements. Positively impact customer renewals and extensions when applicable. Business & Practice Impact: Support building the Business Strategy capability within the Experience Services Competency; share standard methodologies and collaborate with and advise peers. Identify and lead internal strategic initiatives to grow the consult

RoleBusiness Strategy Director (financial Services, Healthcare & Life Sciences)
CompanySalesforce
LocationIndiana - Remote
Typefull-time
CompensationNot disclosed
Posted2026-10-22
DeadlineRolling

Typical process for this type of role

A general guide — the exact steps for this specific listing may vary; check the original posting for details.

  1. 1ApplicationSubmit your resume through the apply link.
  2. 2ScreeningRecruiter reviews your background against the role.
  3. 3AssessmentA technical test, assignment, or coding round, depending on the role.
  4. 4Interview(s)One or more rounds with the hiring team.
  5. 5OfferOffer letter with compensation and start date.

Before you apply

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Business Strategy Director (financial Services, Healthcare & Life Sciences) at Salesforce: frequently asked questions

What is the salary for this role?
Salesforce has not stated compensation in the listing. Check the original posting or ask during the application process.
Is the Business Strategy Director (financial Services, Healthcare & Life Sciences) position remote, hybrid or onsite?
The listing marks this role as remote, with Indiana - Remote as the location.
What is the application deadline?
Salesforce has not listed a fixed deadline, so apply early in case the opening is filled.
How do I apply for the Business Strategy Director (financial Services, Healthcare & Life Sciences) role?
Use the Apply button on this page. It opens the original listing on salesforce.wd12.myworkdayjobs.com, where you submit your application with the company.

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