To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.
Job Category
Customer Success
Job Details
Salesforce Professional Services focuses on delivering strategic engagements that define transformational opportunities and articulate clear plans for execution of change programs. We rely on our team’s expertise to engage with executive-level customers to identify strategic business goals and actions to ignite the full value of Salesforce. Our approach considers people, process, and technology — and a successful engagement includes recommendations to the business for change to support deeper, more relevant use of the Salesforce platform.
Overview of the Role
We are currently seeking an Account Partner - Financial Services to join our growing Professional Services sales team within Customer Success Group (CSG). Our Account Partners act as trusted advisors to our customers by providing execution excellence, demonstrating intimate knowledge of their business, and defining a roadmap towards success. Their primary goal is to help customers generate significant business value from their Salesforce investments.
As a critical member of the Go To Market (GTM) and Professional Services team, you are responsible for building relationships with our license sales and extended functional teams (such as product, success managers, creative teams, legal, delivery and more) to understand, evaluate and strategically counsel our internal teams and customers on programs to complete their vision and goals. You will be responsible as the deal originator, strategist and execution quarterback supported by our delivery organization.
Your Impact
Drive thoughtful, strategic and enterprise level strategy for our most ambitious customers
Facilitate qualification, deal cycle participation, account reviews and value assessments
Accountable for bookings, revenue, margin, CSAT, and value delivered
Enable smooth transition and partnership into our delivery team with effective margins, staffing plans, approach and Salesforce methodology
Act as a trusted advisor to our customers to accelerate value and improve customer outcomes
Pilot awareness within a micro-vertical to develop repeatable motions
Serve as a key SME, leader, and services consultant to our sales teams
Serve as the liaison between internal and external teams
Required Qualifications
7+ years of experience owning or leading a book-of-business within Enterprise Financial Services
7+ years of experience working within a consulting landscape
Experience selling professional services related to digital transformation
Experience driving a strategic motion, including value propositions, execution planning, teaming and outcomes based engagements
Capable of building assets from scratch including marketing, sales and strategy solutions
Managed the full sales lifecycle for complex professional services within a SaaS environment, maintaining a high performance-to-quota ratio.
Experience with global procurement leads to settle pricing and deal strategy
Skilled in maneuvering and working with the C-Suite during a strategy cycle
Background in delivering critical initiatives and/or programs for a firm-based model or product company
Degree or equivalent confirmed experience required. Experience will be evaluated based on the core proficiencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
Preferred Qualifications
Location: Based in the Eastern or Central Timezone to ensure seamless collaboration with regional clients and internal teams.
Travel: Ability and willingness to travel up to 50%
Expertise: Demonstrated experience in Salesforce Professional Services or Digital Transformation GTM strategies, with a deep understanding of the Salesforce ecosystem.
