Salesforce & Digital Transformation Director — Financial Services
Simplus
At Simplus, culture comes first. Guided by our values of stewardship, critical thinking, and an underdog spirit, we place ideas in front of titles, value diversity, and continually strive to serve our customers and each other. Our global team, representing 17 nationalities and 20 languages on four continents, is dedicated to being the undisputed leaders in Salesforce quote-to-cash. Position Summary As the Senior Director, you will be responsible for all client interfaces within a group of accounts across the Financial Services industry in the North America region. You will work with the wider market facing and delivery team to build the portfolio and account plans and deliver business growth and client management for the Salesforce ecosystem of services and solutions. Develop and execute comprehensive sales strategies to drive revenue, margin, and practice growth, including net new account acquisition. Build and expand a high-value Salesforce portfolio exceeding $20M by owning the full opportunity lifecycle: Prospect, Evaluate, Propose, and Close Manage strategic client relationships and serve as a trusted advisor to C-suite executives, positioning Simplus as a preferred partner for digital and Salesforce-led transformation. Create and execute detailed account plans in collaboration with Salesforce and client teams, aligning on business priorities, identifying whitespace opportunities, and driving joint value realization through roadmap planning. Partner with Infosys (parent company) Client Managers, Sales Executives, and consulting leaders to source, shape, and lead qualified opportunities, managing all pre-sales activities end-to-end. Leverage industry and client insights to collaborate with solution leaders in designing tailored Salesforce offerings and go-to-market plays that address specific industry and account needs. Drive thought leadership by authoring white papers, blogs, and market insights that influence the dialogue around digital transformation, AI, and Salesforce innovation in Financial Services. Stay ahead of the curve by keeping up with Salesforce product innovations, industry trends, and relevant certifications to bring forward-looking perspectives to clients. Ensure delivery excellence by working closely with Delivery Managers to address challenges, reinforce client satisfaction, and maximize delivered value. Manage Salesforce alliance relationships by partnering with AEs, RVPs, and PSMs to align on territory strategy, co-sell motions, and joint pursuits driving co- sell revenue across Financial Services accounts. Job Title Senior Director, Financial Services Job Description Location: Simplus Utah OfficeUnited States of America Interested? If you find this position intriguing, don’t delay—submit your application at your earliest convenience. We are continuously reviewing and assessing all incoming candidates and eagerly await your application. Simplus is an equal opportunity employer and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, spouse of protected veteran, or disability. Please click to read Know Your Rights , IER Right To Work and Pay Transparency Act Simplus will endeavor to make a reasonable accommodation to the known physical or mental limitations of a qualified applicant with a disability unless the accommodation would impose an undue hardship on the operation of our business. If you believe you require such assistance to complete this form or to participate in an interview, please contact us at View email address on click.appcast.io or call View phone number on click.appcast.io between 9:00 AM EST to 5:00 PM EST Monday to Friday. #J-18808-Ljbffr Simplus
$137k - $154k
...’s AI-native automation and world-class service eliminate manual expense and accounting... ...teams. Your work will directly impact our salesforce motivation and productivity, helping us... ...and attention to detail. Reporting to the Director of Finance, the Finance Manager,...SalesforceWork at officeRemote workWork from home$99k - $232k
...ApplicableSpecialismSalesforceManagement LevelManagerJob Description & SummaryThe OpportunityAs a Salesforce CPQ/Revenue Cloud Manager, you will play a pivotal role in... ...system performance- Utilizing Salesforce Lightning and Service Cloud to drive innovative technology solutions- Encouraging...SalesforceFull timeH1b$155k - $410k
...application consulting specialise in consulting services for a variety of business applications,... ...achieve their strategic objectives.As a Salesforce consulting generalist at PwC, you will... ...the needs of large organizations. As a Director you will execute complex programs,...SalesforceFull timeTemporary workH1b$180k - $200k
...(k) matching and financial advisory servicesTeam... ...Manager or Director to join our growing... ...Practice, leading transformational projects at the... ...including IT strategy, digital finance... ...Anaplan, Coupa, Salesforce) to inform system... ...offering, defining services around ERP strategy...SalesforceFull timeWork at office- ...SaaS Strong experience with CRM platforms such as HubSpot or Salesforce, including advanced reporting Hands‑on experience with sales... ...Outreach, SalesLoft, Gong, Kixie) Advanced Excel skills for data transformation, modeling, and analysis Experience working with BI or...SalesforceFull time
- ...lifecycle, renewals, and revenue retention processes • Advanced Salesforce (SFDC) expertise, including CRM optimisation, reporting,... ...support Energy Exemplar's growth objectives and go-to-market transformation. Lead and optimise end-to-end revenue processes across Marketing...Salesforce
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- ...purchase program for consumer products and services using payroll deduction), and Four, a... ...We are currently hiring a Sr. Manager, Digital Strategy & Optimization to lead marketing... ...integration fit and demonstrated ROI Own the Salesforce Marketing Cloud data relationship for...SalesforceCurrently hiringLocal areaDay shift
- ...Business Relationship Manager - IT to drive strategic IT partnerships across the CSD Segment, defining roadmaps and enabling digital transformation aligned with business goals. The role demands senior leadership, cross-functional collaboration, and the ability to...
- ...Manager, reporting to our Director of Accounting, to own... ..., and FP&A, and transform how the function runs... ...important lines in our financials, and you'll be the one... ...transactional data flow between Salesforce and NetSuite,... ...Health category at the Digital Health Awards 2024 and...SalesforceContract workLive inWork at officeWork from home
- ...Energy Foundation in Salt Lake City seeks a Development and Sales Director to lead the sales and marketing team, grow funding, and expand... ...across the energy sector. You will drive revenue, manage the Salesforce CRM, and guide strategy for programs in energy efficiency and...Salesforce
$140k - $185k
...the world’s leading internet financial platform companies, building... ...open, global economy through digital assets, payment applications,... ...transaction revenue, subscription and services revenue, platform... ...infrastructure.Experience with Oracle, Salesforce, Workday or other financial...SalesforceFlexible hours$117.6k - $147k
...spend effortlessly. Brex's AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so... ...management and communication skillsExtensive experience with Salesforce and other GTM systems, including workflows between GTM...SalesforceWork at officeShift work- ...CRM Program Manager to lead the planning and execution of large-scale Salesforce initiatives across Sales, Service, Experience, Marketing, and Data Clouds. You will drive enterprise CRM transformation, collaborate with senior leaders, and ensure governance and delivery...Salesforce
- Sotera Health is seeking a Salesforce Effectiveness Manager to lead our CRM strategy, optimize commercial processes, and deliver analytics... ...Sales, Marketing, Commercial Operations, IT, and Customer Service to ensure the CRM ecosystem supports growth and efficiency. The...Salesforce
- ...maintain strong client relationships and manage performance using Salesforce CRM. You will collaborate with cross‑functional teams to... ...of initiatives. The role emphasizes proactive communication, service excellence, and the ability to coordinate with internal partners...Salesforce
$137k - $154k
...our sales and revenue teams. Your work will directly impact our salesforce motivation and productivity, helping us achieve our growth... ...degree of organization and attention to detail. Reporting to the Director of Finance, the Finance Manager, Commissions will be key...SalesforceWork at officeRemote workWork from home3 days per week$75k - $130k
...term relationships with clients by providing excellent customer service and support.Develop proposals, negotiate contract terms, and... ..., and negotiation skills.Experience using CRM software (e.g., Salesforce) to manage leads and sales activities.Ability to work independently...SalesforceFull timeContract workLocal area- NRG is seeking a Salesforce Business Analyst in Utah to enhance and maintain the Salesforce platform. The role involves cross-team collaboration... ...evolve. Ideal candidates should have 2-3 years of Salesforce Service Cloud experience, strong analytical skills, and a Salesforce...SalesforceCasual workFlexible hours
- ...including post-sale implementation and ongoing client relationships. This on-site role requires strong negotiation, CRM proficiency (Salesforce), and the ability to meet monthly and quarterly sales quotas while traveling as needed to #J-18808-Ljbffr Vensure Employer...Salesforce
- JoVE is seeking a dynamic Regional Sales Director to lead our North America sales team and drive growth in our largest market. You will... ...track record of revenue expansion, with strong communication skills and CRM experience (Salesforce/HubSpot). #J-18808-Ljbffr JoVESalesforce
$46.1k - $83.6k
...for passionate Territory Sales professionals in Utah. In this role, you'll develop lasting customer relationships while utilizing Salesforce CRM for performance management. This position offers a base salary ranging from $46,100 to $83,600 along with a generous benefits...Salesforce- ...checks, and initial order shipment. The ideal candidate has a high school diploma, strong MS Office/CRM skills, and experience with Salesforce, inContact, EHR, and payer portals. Excellent communication and time management are essential; benefits are provided. #J-18808-...Salesforce
$125k - $150k
...these events, you will create top-of-funnel digital campaigns that nurture and inform our... ...we measure campaign and event ROI in Salesforce, including net new leads and relationships... ...QualificationsExperience working in a professional services firmBachelor’s degree or equivalent...SalesforceFull timeRemote work$82k - $110k
...and competitor activity to identify new avenues for growth and service improvement.Deliver compelling presentations and product... ...a fast-paced environment.Proficiency with CRM software (e.g., Salesforce) and other sales productivity tools.A genuine passion for sustainability...Salesforce- ...a focus on value realization for complex B2B implementations. The role requires 2-4 years in technical pre-sales or sales engineering, strong CRM knowledge (Salesforce, HubSpot), and the ability to manage multi-stakeholder deals while maintaining #J-18808-Ljbffr ZoomSalesforce
- ...printers, ID badging software, and firmware integrations, interfacing with customers, distributors, and resellers via phone and CRM. Responsibilities include handling inbound calls in NICE Cxone and Salesforce, diagnosing hardware issues, assisting with #J-18808-Ljbffr BradySalesforce
- ...and mitigate risk across a defined territory. You will analyze financial statements, maintain client relationships, and collaborate... ...profitability. Travel and in-person client engagement are required; Salesforce documentation and onboarding are part of the role. #J-18808-...Salesforce
- ...Development, Software Consultancy, and Information Technology Enabled Services.Job DescriptionAt least 5 years of experience in technology... ...architectural frameworks.At least 3 years of experience in Salesforce development and implementations Skills with good command on...SalesforcePermanent employmentFull timeH1bFlexible hours
$138k - $192k
Gong harnesses the power of AI to transform how revenue teams win. The Gong Revenue AI Operating... .... Responsibilities Own strategic financial reporting and projects through scenario... ..., and financial planning applications (Salesforce, Netsuite, Excel, Pigment etc.) Deep...SalesforceRemote workWork from homeFlexible hours
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