Advisor, Retail Banking (Salesforce Expert)

The Advisor, Retail Banking (Salesforce Expert) is responsible for defining and executing the vision, strategy, and roadmap for the bank’s Salesforce ecosystem. This role ensures that Salesforce delivers maximum business value through effective governance, innovation, user adoption, and alignment with strategic business objectives. The role acts as the bridge between business stakeholders, technology teams, and external partners to optimize Salesforce usage across the organization. Position will be working hybrid based in San Juan, PR.

Main Duties & Responsibilities

Define and maintain a clear Salesforce vision and roadmap aligned with the bank’s digital and customer relationship strategy.

Partner with business leaders to identify opportunities to leverage Salesforce for improved customer engagement, efficiency, and regulatory compliance.

Stay informed of Salesforce innovations and financial services industry trends to proactively recommend enhancements.