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Industry Solutions & Strategy product lead



São Paulo, SP, Brazil
Posted on Monday, November 20, 2023

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About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

We seek an innovative financial services expert with a track record for driving results. This role will be accountable for accelerating the growth of our Financial Services offerings in Latin America, be the conduit for product feedback to product management and drive innovation for the region that leads to customer success.

The highly cross-functional role requires a candidate who enjoys navigating ambiguity, working in a fast-paced startup environment, aligning exec stakeholders, and collaborating with global teams to deliver local impact. This leader is responsible for ACV and pipeline growth for the products, working in strong collaboration with sales, sales enablement, alliances, marketing, and customers. This individual is encouraged to work with senior-level customer stakeholders to drive adoption.

It will further entail executing on methods that drive the adoption of new solutions and new product capabilities across our customers and partners. This individual will apply research, industry knowledge, and product knowledge across solution releases to bolster internal and external understanding and applicability of our Cross APM products and solutions.


  • Demonstrate financial services expertise and exhibit thought leadership across our ecosystem of customers, the field, and regional partners.

  • Engage directly with executive leadership at our customers to showcase the value of our financial services solutions and align our offerings to their business objectives.

  • Collaborate with financial services leadership in the region to help shape the strategy—own elements of bringing that strategy to life.

  • Work with the global product team to ensure the product roadmap aligns with the needs of customers in the region.

  • Run in region Product Advisory Councils in collaboration with the product team and participate in industry Customer Advisory Boards

  • Build an in region partner strategy and establish executive relationships with strategic SI and ISV partners.

  • Champion positive relationships with the partner ecosystem to build a robust network of system integration Trailblazers to support customer implementations. Encourage and assist innovation partners (ISVs) to develop products on the Salesforce financial services platform.

  • Support enablement and marketing efforts through developing content, 1:1 and 1:many training sessions, and representing Salesforce at public events and forums.

  • Partner with Distribution Solutions to build industry-specific solution and demo assets to ensure accurate and compelling story. Coordinate and collaborate closely with Distribution leadership to align on top accounts and help achieve target revenue growth

  • Work closely with Marketing teams on development of industry assets to showcase product innovations relevant for the region

  • Be fully invested in the success of our customers.

  • An appetite for learning in all facets of the job, be it new technology, diving deep into industry concepts, new ways of working, or the suite of salesforce products.


  • High energy and passion for the job

  • 5+ years in the industry of Financial Services, either through consulting experience or direct firm employment

  • Deep proven experience of customer engagement processes in Financial Services and Insurance

  • Experience in working in fast-paced startup environments

  • Strong organizational and analytical skills, excellent written and oral communication skills, including experience in high-level business discussions.

  • Ability to lead with Salesforce values and culture

  • Execute with grace under pressure and a sense of humor and camaraderie.

  • Outstanding interpersonal skills that span across various cultures and professional backgrounds

  • Ability to self-motivate and set direction based on medium and long-range goals.

  • Work with teams that are a mix of hybrid and remote.

  • Fluent in Portuguese, Spanish, and English


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