Salesforce
Brazil - Sao Paulo
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Job Category
Customer Success
Job Details
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.
Salesforce LATAM is evolving its Professional Services approach to a more strategic, results-oriented model focused on priority accounts (Fewer & Deeper). The Business Strategy Director will be responsible for positioning Salesforce as a transformation partner for C‑level executives, accelerating adoption, consumption, and value from the portfolio — with an emphasis on Financial Services industry. The role operates at the intersection of: business strategy, enterprise architecture, governance, value engineering (VE/ROI), and sales and post-sales cycle orchestration, connecting AE/AP, specialist, delivery, and partner teams. Key Responsibilities 1) Strategy, Vision, and Executive Positioning Be the trusted advisor for CIO/COO/CMO/Head of Digital/Head of Operations, connecting business ambition to the Salesforce platform strategy. Conduct Strategic Discovery and Value Framing, transforming complex problems into clear narratives with value hypotheses, risks, and execution plans.
What Success Looks Like (12–18 Months) • Consistent increase in: Influenced Pipeline (Services and Licenses) Cycle Velocity (reduction in time to business case/decision) Adoption/Consumption (Data Cloud activated; Agentforce in production and scaling) PS Bookings and strategic attach (with governance and roadmap) • Execution of a replicable account engagement playbook (fewer & deeper), with reusable assets and governance. Requirements (Must-Have) 10+ years of experience in consulting/strategy/architecture/digital transformation, with exposure to enterprise clients. 10+ years of experience in Financial Services Industry. Strong capacity for strategic synthesis and executive storytelling (CIO/COO/CEO). Solid experience in CRM/Customer Experience, operational transformation, and roadmap design. Fluency in AI & Data concepts (e.g., value chains, governance, structured/unstructured data, automation, adoption patterns). Experience working with Sales (AE/AP), delivery, and partner (SI) teams, managing priorities and conflicts. Differentiators (Nice-to-Have) Practical exposure to Salesforce Data Cloud and Agentforce (or equivalent AI/automation), and/or experience with data platforms/CDPs. Knowledge in Value Engineering/ROI modeling, governance, and CoE. Familiarity with integrations (e.g., MuleSoft/APIs/event‑driven) and enterprise architecture. Certifications (desirable): Salesforce (Sales/Service/FSC), Data, AI, Architecture (as applicable).
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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