1. Architect & Scale Industry Advisory Boards (IABs)
● Curate the Elite: Build and scale formal advisory boards for our most critical segments (e.g., AI in Banking, Commercial, Wealth).
● Drive Engagement: Recruit C-suite leaders and industry heavyweights, managing these communities to ensure high-value exchange and deep brand loyalty.
● Strategic Feedback: Translate board insights into product strategy, brand equity, GTMs, and competitive positioning through a structured and repeatable process
2. Build the "Vault" Banking Executive Network
● Community Building: Launch and lead our flagship global community, The Vault. Establish chapters (e.g., Women in Banking, AI Leaders) that foster genuine peer-to-peer connection.
● Pipeline Acceleration: Build repeatable programs that turn executive engagement into measurable pipeline impact, working hand-in-hand with Field Marketing, ABM, and Sales to activate accounts and accelerate deals.
● Global Playbooks: Create scalable playbooks that regional teams can run independently, ensuring Vault chapters contribute consistently to demand generation.
3. Own the Analyst & Advisory Ecosystem
● Tier-1 Relations: Own strategic engagement with the "MBB" & “Big Four” consultancies (McKinsey, BCG, Bain, Deloitte, EY, PWC, KPMG) with Partner Sales and drive relations with our primary analyst firms of choice (Forrester, Gartner, etc).
● Program Design: Build a global tiering model for analysts and consultancies (global Tier 1, regional Tier 2, and domain-specific Tier 3) to clarify where we invest, how we engage, and what outcomes we expect
● Shape the Narrative: Orchestrate analyst briefings and submissions to secure top-tier rankings (Waves/Quadrants) and collaborate on co-branded thought leadership that validates our market position. Own and operationalize the analyst engagement model - from global calendars to submissions, insight management, and influence scorecards.
● Cross-Functional Alignment: Coordinate Product Marketing, Solution Engineering, and Partner teams to ensure analysts and consultancies receive a unified narrative and consistent proof points.
4. Operationalize Thought Leadership
● The Narrative Engine: Identify and activate internal and external subject matter experts (from IAB/Vault). Partner closely with Product Marketing’s market insights program to align external expert perspectives with our internal intelligence cycles and GTMs.
● Global Amplification: Partner with the CMO to shape the external narrative in key regions (e.g., Africa, LATAM) and on critical topics (e.g., Legacy Migration, Cloud, AI), ensuring our voice is loud, consistent, and authoritative.
● Expert ecosystem: Build and maintain a global roster of internal and external SMEs who can be activated across podcasts, PR, analyst briefings, and executive events.
5. Cross-Functional Orchestration
● Connect Influence to Sales: Design and implement a measurable influence-to-pipeline framework across IABs, CABs, PABs, Vault, and AR, ensuring each program directly accelerates account penetration, deal velocity, and expansion
● Discipline & Data: Feed the Account Engagement Engine on SFDC. Maintain a disciplined rhythm with Field Marketing Managers (FMMs) and Business Development Managers (BDMs) to score and track the value of every relationship initiative.
● Measurement model: define influence scoring, pipeline attribution and reporting mechanisms integrated into SFDC and marketing systems.