Katherine King

About Katherine King

Enterprise AI transformation leader with 12+ years delivering complex Salesforce programs in financial services. I specialize in the intersection of AI, FSC, and regulated industries, helping banks, insurers, and wealth management firms move from fragmented legacy systems to unified, automated client experiences. My work spans the full lifecycle: scoping and commercializing multi-cloud AI deals, leading global delivery teams, and translating technical architecture into business cases that resonate at the C-suite level.

Experience

1. Engagement Senior Director

   Salesforce

   Aug 2022 — Present

   Strategic transformation leader responsible for partnering with Salesforce’s most complex Financial Services clients to drive enterprise-scale business and technology transformation. In this role, I work closely with C-suite and senior leadership to define vision, align operating models, and translate strategic priorities into scalable Salesforce platform solutions that improve customer experience, modernize operations, and accelerate growth.Serve as a trusted advisor across both client organizations and Salesforce leadership, helping shape deal strategy, solution direction, and execution approach for large, multi-year transformation programs. Lead cross-functional teams across Professional Services, Product, and Sales to deliver high-impact initiatives that unlock business value and drive long-term platform adoption.Recognized internally and externally as a Financial Services and Salesforce platform specialist, advising on enterprise architecture, program governance, and transformation strategy across complex customer environments. Responsible for ensuring strategic alignment from pre-sales through execution while enabling customers to successfully adopt new capabilities and maximize return on their Salesforce investment.

Education

• George Brown Polytechnic

  Diploma, Buying Management

  2002 — 2004

• University of South Florida

  Bachelor of Applied Science (BASc), Finance

  2011 — 2012

• St. Petersburg College

  Associate of Arts, Pre-Business

  2010 — 2011

Skills

• Management
• Referrals
• Investment Properties
• Financial Analysis
• Human Resources
• Microsoft Office
• Sales
• Marketing
• Accounts Payable
• Power Point
• Capital Budgeting
• Accounting Applications
• Budgets
• Quickbooks
• Finance
• Quick Books Accounting Software
• Portfolio Management
• Investments
• Analysis
• Training
• Microsoft Word
• Security Analysis
• Proficient in Microsoft Excel
• Microsoft Excel
• Powerpoint