Salesforce

Associate Account Partner (Financial Services)

Salesforce$83K — $111K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of sales experience with C-level relationship management.
  • Experience in navigating complex organizational structures to gain executive buy-in.
  • Strong analytical and problem-solving skills.
  • Proficient in facilitating meetings and presenting to executive audiences.

Responsibilities

  • Identify and create new sales opportunities within the existing customer base.
  • Engage with customers using a consultative selling approach.
  • Communicate service solutions to enhance customer value from Salesforce.
  • Collaborate with cross-functional teams on account strategy.
  • Utilize industry knowledge to understand customer goals.

Benefits

  • Access to resources supporting work-life balance.
  • Opportunities for professional growth and development.
  • Collaborative and inclusive work environment.
Full Job Description

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

The Experience
We are looking for an Associate Account Partner to join our growing Professional Services sales team. In this role, you will be empowered to uncover customer needs, position compelling service offerings, and help customers unlock value and achieve success on the Salesforce Platform.


You will generate pipeline by identifying opportunities within our existing customer base, work closely with license sales, and articulate how our services solve customer challenges — enabling them to get the most out of their investment in Salesforce. We are building a team of smart, ambitious professionals committed to customer success in a respectful, healthy environment where integrity and reliability are as important as talent and effort.

What You'll Actually Be Doing

  • Identify and create new qualified opportunities within the current customer base, progressing deals through a sales cycle to closed won.

  • Engage with the license sales team and customers using a consultative selling approach that positions Salesforce Services as a long-term trusted advisor.

  • Create compelling visions and clearly communicate entry-point service solutions to generate significant business value from a customer's Salesforce investment.

  • Collaborate with cross-functional selling teams on account strategy, and partner with the Customer Success ecosystem to ensure customers are optimizing their Salesforce investment.

  • Utilize industry expertise and business acumen to understand a customer's motivation, business drivers, and strategic goals and objectives


You're Our Person If...

  • You have 3+ years of sales experience, with a demonstrated ability to develop and maintain relationships at the Director, VP, or C-level where you are recognized as a trusted advisor.

  • You have experience navigating complex customer situations within large organizations and gaining executive-level buy-in.

  • You are able to prioritize and perform effectively under pressure, with great attention to detail and strong analytical and problem-solving skills.

  • You have expertise facilitating meetings and presenting to executive-level audiences in a concise, inspirational, and convincing manner.


Even Better If...

  • You have 3+ years of consultative sales experience, including 2+ years of inside or field sales experience.

  • You consistently meet or exceed quota, with experience closing deals on a 2-week to 3-month deal cycle

  • You have knowledge of business processes (such as Sales, Marketing, Service, and Support) and the ability to link those processes with product and technical solutions.

  • You have knowledge of Salesforce applications, platform features, capabilities, and best use, and/or experience in the Financial Services industry.

  • You are comfortable with travel and thrive in a highly collaborative, fast-paced work environment.

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 andbe your best, and our AI agents accelerate your impact so you cando 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.

About Salesforce

ExactTarget is a provider of on-demand email marketing software solutions. Their suite of on-demand one-to-one marketing applications enables clients to send business-critical and event-triggered communications to increase sales, optimize marketing investments, and strengthen customer relationships. They offer four editions of their on-demand software application along with integrated solutions such as ExactTarget for AppExchange and ExactTarget for [Microsoft](/organization/Microsoft) Dynamics CRM.

Salesforce Careers

Joining Salesforce means becoming part of a dynamic, global team of professionals who are deeply committed to driving customer success and innovation. As the world's leading Customer Relationship Management (CRM) platform, Salesforce offers unparalleled job opportunities in technology and consulting, making it an ideal place for ambitious individuals looking to make a significant impact.

Work You'll Do

At Salesforce, every position is a chance to leverage your skills and creativity to transform businesses and industries. Our diverse team of experts collaborates to deliver cutting-edge solutions that foster growth and enhance leadership capabilities. By joining our team, you'll be at the forefront of digital innovation, using Salesforce's powerful platform to help clients navigate their transformation journeys.

Innovate and Lead

Salesforce is not just a company; it's a community where you can lead with your ideas and see them come to life. Our culture of innovation encourages you to challenge the status quo and push the boundaries of what's possible. With Salesforce, you'll work alongside leaders in technology and business who are committed to your growth and professional development.

Career Growth and Opportunities

Whether you're looking for an internship, a full-time position, or leadership roles, Salesforce provides a wealth of opportunities to advance your career. Our commitment to professional growth is reflected in our robust training programs, including leadership development and diversity training, designed to help you excel at every stage of your career.

Be Part of a Great Team

Salesforce prides itself on a culture that values diversity, teamwork, and open communication. We believe that our strength lies in our people, and we're committed to creating an environment where everyone can thrive. Joining our team means being part of a supportive community that encourages networking and collaboration.

Benefits and Culture

At Salesforce, we understand that job satisfaction extends beyond the office. That's why we offer competitive benefits to support the health, well-being, and financial security of our employees and their families. From health insurance and retirement plans to wellness programs and flexible working arrangements, we provide the benefits that contribute to a better work-life balance.

Explore Job Opportunities

Ready to take the next step in your career? Explore the wide range of employment opportunities at Salesforce. From technical roles to customer engagement positions, we are continuously hiring talented individuals who are passionate about making a difference.

Stay Connected

Keep up to date with the latest at Salesforce by following our careers blog. Gain insights from the people who work here and learn how you can bring your career to the next level with Salesforce.

Apply Now

Are you ready to join a company that's leading the way in CRM technology? Search open positions that match your skills and interests on our careers page. Tailor your resume, prepare for your interview, and take the first step towards a rewarding career at Salesforce.

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Join Salesforce today and be part of a company that's shaping the future of technology, fostering a culture of innovation, and building a more equitable world.
Learn more about Salesforce
Size
73,541 employees
Market Cap
$130.4 billion
Industry
Net Income
$4 billion
Founded
2000
5 Year Trend
+25.7%
Revenue
$21.2 billion
NASDAQ

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