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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.
Overview of the Role:
The Chief Customer Transformation Advisor (CCTA) – Financial Services is a client facing Strategic Advisory role to Executive leaders on their most critical, P&L-impacting transformation programs. This role is reserved for proven Financial Services industry leaders who have successfully navigated complex, enterprise-wide change.
The role is a rare opportunity to engage with our region’s leading organisations as they transform to become Agentic Enterprises. You’ll be bridging the gap between C-Suite strategy and the enabling technology to deliver measurable P&L impact with Salesforce.
As the CCTA, you’ll serve as a trusted advisor to Customer CIO/CTO/EA functions and their teams, and be technically credible to their engineering leads, translating complex business challenges into a clear roadmap for success by leveraging Salesforce’s Agentforce 36O platform. You will work closely with Account Team leaders to co-define the long range plans, shaping sales strategy and guiding a cross-functional multi-disciplined team of pre-sales specialists.
This position requires a senior individual with a strong mix of Business & Technology competencies, industry expertise and sales acumen. Along with experiences in highly relevant technology areas, including digital transformation, CRM, data and AI, enterprise architecture, program delivery and software engineering practices.
Key Responsibilities:
FINS Industry Authority & Challenger: Leverage your Executive Network and deep industry insight to challenge the customer's status quo. You frame the market opportunity and the commercial imperative (cost of inaction) to drive commitment to change. Including adoption of Salesforce Industry & Agentic capabilities within the context of their business.
Account Leader: Be a key part of the Account Leadership team, responsible for defining the multi-year Account Strategy and commercial phasing. You lead a cross-functional team of specialists through the sales cycle to secure the customer's commitment and investment decision.
Transformation Navigator: Advise the C-Suite on the optimal strategic sequencing, organizational readiness, and commercial phasing required to ensure the decision to adopt Salesforce succeeds. This expertise de-risks the transformation strategy.
Strategic Engagements: Use your enterprise architecture expertise to solve complex challenges, like integrating emerging AI technologies into core customer platforms and optimising for Salesforce Product strategy & roadmaps.
Accountability for Deliverables: Develop and deliver key business proposals, strategic roadmaps, Proof-of-Concept’s (POC’s) and education that establish the clear technology, risk and commercial rationale for the investment approval.
Orchestrate & Align: Bring together a diverse team of internal and external experts - including Sales, Pre-Sales, Success, Services and Partner resources - to collaboratively drive strategic opportunities.
Required Qualifications:
Deep, recent, and demonstrable experience (10+ years) within a senior strategy, leadership, or architecture role across Financial Services (Banking, Wealth, Insurance). You have lived experience leading the definition of major Customer or digital transformation initiatives on a SaaS/PaaS platform.
Proven ability to establish and leverage a C-Suite and Executive network across the ANZ Financial Services market to gain strategic access and influence investment decisions.
Key experience and thought leadership in Customer Experience & Digital Transformation from vision through to implementation strategy of SaaS & PaaS based Enterprise Applications (ideally Salesforce). A proven understanding of AI's transformative potential and its application in enterprise contexts
Excellent communication and storytelling skills, with the ability to translate complex technology concepts into compelling business value for senior executives.
Executive-level advisory and consultative leadership expertise. We value diverse career paths; experience in an enterprise strategy, architecture, or senior consulting role is highly valued. A proven understanding of AI's transformative potential and its application in enterprise contexts.
Preferred Qualifications:
Familiarity with solution selling or equivalent Sales Methodologies.
Familiarity with modern Digital Operating Models and Transformation programs.
Experience with Product Management, modern Software Engineering practices and delivery methodologies.
Familiarity with enterprise architecture frameworks and common enterprise design patterns, such as composable architectures, open digital architectures, modern data architectures and agentic architectures, including Industry specific frameworks.
Demonstrated experience in implementing or advising on AI/Gen AI initiatives within large enterprises, including a strong understanding of the data, security, and compliance requirements for AI within the Australian and New Zealand geography and regulated industries.
Benefits
We are pioneers of the Pledge 1% model, providing product, grants and community service to those in need. We are proud to be#1 in PEOPLE's Top 50 Companies that Care, and are on Fortune’s Change the World list.
We provide every employee with 7 paid volunteer days off a year, and donation matching for all approved charitable donations.
We provide other world-leading benefits to all our employees, including;
Health, Life, Trauma and Income Insurance
Monthly Wellness Allowance
Flexible Time off & leave policies
Parental benefits
Perks and discounts
Salesforce is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
"At Salesforce we encourage applications from Aboriginal and Torres Strait Islander peoples. Salesforce Australia is committed to walking together with the Traditional Custodians of this land, Australia’s First Nations peoples, as we forge a path to reconciliation. Please see our Reconciliation Action Plan for more information"
Unleash Your Potential
When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.
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