Account Partner - Financial Services

Job summary

The Account Partner will act as a trusted advisor to financial services customers, driving strategic engagements and ensuring the successful delivery of Salesforce solutions. They are responsible for managing the full sales lifecycle, facilitating deal cycles, and ensuring customers achieve significant business value from their investments.

Job details

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 About Salesforce Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all. Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce. Job Description 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/ Commercial/ Large Scale 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. 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 and be your best, and our AI agents accelerate your impact so you can do 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. Accommodations If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form. Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options. Posting Statement Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education. For British Columbia-based roles, the base salary hiring range for this position is CAD 121,095 to CAD 161,980.

What you’ll do

The Account Partner will act as a trusted advisor to financial services customers, driving strategic engagements and ensuring the successful delivery of Salesforce solutions. They are responsible for managing the full sales lifecycle, facilitating deal cycles, and ensuring customers achieve significant business value from their investments.

Requirements

Candidates must have 7+ years of experience in enterprise-level financial services and professional services consulting. A strong background in managing complex sales cycles, strategic planning, and working with C-suite executives is required.

Listed skills

• Account Management · Preferred
• Salesforce · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Salesforce
• Digital Transformation
• Account Management
• Professional Services
• Strategic Planning
• Financial Services
• Consulting
• SaaS
• Customer Success
• Deal Lifecycle Management
• C-Suite Engagement
• Enterprise Sales
• Value Assessment
• Go To Market Strategy
• Business Development
• Creative Teams
• Go-to-Market Strategy
• Customer Success Management
• Global Procurement
• Planning
• Salesforce Platform
• Customer Relationship Management
• Business Valuation
• Software As A Service (SaaS)
• Sales
• Selling Techniques
• Leadership
• Marketing
• Innovation
• Business Strategies
• Value Propositions
• Computer Security Awareness Training

Job areas

• Sales
• Consulting
• Technology
• Software
• Customer Service & Support
• Account Partner
• Financial Services Manager
• Finance Managers
• Financial Managers

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