Deloitte

Channel Sales Manager, Salesforce - FSI

Deloitte$124K — $229K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of relevant experience in large enterprise sales
  • Proven track record of success in prior cloud sales positions
  • Expertise in solution selling fundamentals
  • History of driving top-of-the-funnel activity and building pipeline
  • Proficient in Microsoft Office and Salesforce Sales Cloud
  • Ability to travel 20-60%
  • Must have legal authorization to work in the US without employer sponsorship

Responsibilities

  • Source and qualify new Financial Services leads with Salesforce and Deloitte account teams
  • Serve as primary relationship lead for Salesforce Financial Services executives
  • Facilitate early-stage sales discussions between Deloitte and Salesforce teams
  • Develop engagement and coverage strategies with key stakeholders
  • Create client-specific sales materials and track market trends
  • Drive attendance to marketing events and promote Deloitte's presence
  • Support business development activities across Financial Services

Benefits

  • Broad range of employee benefits
  • Focus on employee value and organizational growth
  • Access to professional development resources
  • Opportunities for advancement within the company
Full Job Description
Channel Sales Manager (CSM) role, focusing on digital transformations enabled by Salesforce solutions for the Financial Services industry. The CSM's primary objective is to identify early stage opportunities by working directly with the Salesforce sales teams. The CSM will bring a clear, compelling perspective on the value Deloitte offers as a go-to-market partner with Salesforce-and, how Deloitte and Salesforce can position and sell our combined solutions to target accounts. CSMs will need to have strong networking skills, great sales instincts, Financial Services industry knowledge, outstanding communication skills, and the ability to work in a fast-paced environment across a matrixed organization.

Recruiting for this role ends on 7/22/26

Work you'll do

CSMs will take a lead role in securing and maturing many key relationships with Salesforce Account Executives (AEs) and sales management across the Salesforce Financial Services teams. The CSM will develop engagement and coverage strategies, co-facilitate meetings, secure and prepare for quarterly business reviews, grow pipeline by identifying and shaping new leads, manage pipeline in Deloitte's instance of Salesforce, drive attendance to marketing events and help shape new offerings.

Key activities include:
  • Source and qualify new Financial Services leads with Salesforce and Deloitte account teams, with emphasis on new-logo opportunities.
  • Serve as Deloitte's primary relationship lead for Salesforce Financial Services executives, building trust and generating excitement around Deloitte's Salesforce capabilities.
  • Facilitate early-stage sales discussions between Deloitte and Salesforce teams, and help shape qualified leads into actionable opportunities.
  • Partner with Deloitte Financial Services, Salesforce practice, and industry leaders on account planning, opportunity management, and business development activities.
  • Develop client-specific sales materials, track market trends, and propose new differentiators to support growth in Financial Services digital transformation.
  • Support marketing and event efforts by driving client attendance, promoting Deloitte's presence, and curating relevant thought leadership, success stories, and other selling materials.
The successful candidate would possess these skills (choose the applicable skills from the options below based on the role and level).
  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
The team

CSMs are members of Deloitte's Salesforce Sales Team. CSMs, working closely with Sales Executives (SEs), Principals, and Managing Directors, focus on developing trusted relationships with Salesforce Sales teams, Partner Alliance teams and Go-To-Market teams. The CSM will work most closely with the existing Deloitte Sales Executives as the highly visible go-to Deloitte contacts for the Salesforce Financial Services sales and partner alliance teams. Additionally, CSMs will engage directly with the broader Deloitte Financial Services teams for knowledge sharing and evangelizing Deloitte's Salesforce capabilities.

Qualifications

Required:
  • Experience in large enterprise sales
  • Proven track record of success in prior cloud sales position selling into large corporate clients
  • 5+ years of relevant experience
  • Demonstrated success in driving top-of-the-funnel activity, including a consistent track record of building pipeline/exceeding a sales quota
  • Experience and deep understanding of solution selling fundamentals, including-lead identification, qualification, stakeholder mapping, competitive analysis, budget confirmation, and compelling events
  • Experience and understanding of forecasting, including-phase assignment, probability, close dates, risk analysis
  • Proficient in Microsoft Office suite - strong PowerPoint and Excel skills critical
  • Proficient in Salesforce Sales Cloud
  • Ability to travel 20-60%, on average, based on the work you do and the clients and industries/sectors you serve
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Preferred:
  • Deep understanding of digital transformation
  • Techno-functional understanding of the Salesforce portfolio and supporting ecosystem
  • Experience in technology consulting having worked with Digital Agencies, Consultancies or Technology Providers
  • Bachelor's degree
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $124,700.00 to $229,500.00. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

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Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

About Deloitte

Deloitte is a multinational professional services network that provides audit, tax, consulting, enterprise risk and financial advisory services. The company was founded in London in 1845 and has since grown to become one of the largest professional services firms in the world. Deloitte has over 330,000 employees in more than 150 countries and territories. The company's mission is to help clients achieve their goals and make an impact that matters in their businesses and communities.
Learn more about Deloitte
Size
330,000 employees
Industry
Founded
1999

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