Account Partner – Financial Services

🕒 July 16

🌽 Illinois, Texas, +1 more states – Remote

infoinfo

💵 $130.1k - $285.2k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🤝 Client Partner

🦅 H1B Visa Sponsor

infoinfo

👻 Ghost score 21%

infoinfo
Apply Now
Find Similar Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Logo of Salesforce

Salesforce

10,000+ employees

Founded 1999

💼 Consulting

📣 Marketing

☁️ SaaS

Consulting • Marketing • SaaS

Salesforce is a leading cloud-based software company that provides a comprehensive customer relationship management (CRM) platform. The platform connects all company data and teams on an integrated, AI-driven system to improve sales, customer service, and marketing efforts. Salesforce offers scalable solutions for businesses of all sizes, including small and medium enterprises, and provides industry-specific solutions to modernize operations, save time, and reduce costs. Salesforce also offers educational resources through Trailhead and a wide selection of apps on AppExchange to extend its CRM capabilities.

📋 Description

• Drive thoughtful, strategic and enterprise level strategy for ambitious customers • Facilitate qualification, deal cycle participation, account reviews and value assessments • Own bookings, revenue, margin, CSAT, and value delivered • Enable smooth transition and partnership into the delivery team with effective margins, staffing plans, approach and Salesforce methodology • Act as a trusted advisor to 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 sales teams • Serve as the liaison between internal and external teams • Build relationships with license sales and extended functional teams • Strategically counsel internal teams and customers on programs to complete their vision and goals • Originate deals, develop strategy, and quarterback execution with support from the delivery organization

🎯 Requirements

• 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 • Based in the Eastern or Central Timezone preferred • Ability and willingness to travel up to 50% preferred • Demonstrated experience in Salesforce Professional Services or Digital Transformation GTM strategies preferred • Deep understanding of the Salesforce ecosystem preferred

🏖️ Benefits

• Time off programs • Medical insurance • Dental insurance • Vision insurance • Mental health support • Paid parental leave • Life insurance • Disability insurance • 401(k) • Employee stock purchasing program • Incentive compensation may be available for certain roles • Equity may be available for certain roles

Apply Now

Similar Jobs

🕒 July 16

Olsson

1001 - 5000

🏗️ Construction

Client Manager at Olsson managing client relationships and leading projects in the energy sector. Collaborating with teams to deliver engineering solutions and drive sustainable energy systems.

🕒 July 16

Code3

201 - 500

🍽️ Food & Beverage

📦 Logistics

💼 Consulting

Director leading commerce and digital marketing strategies at Code3 for high-profile clients across Amazon, Walmart, Target, and others. Driving marketplace growth through retail strategy and creative innovation.

🕒 July 16

Bose Professional

201 - 500

💼 Consulting

🏨 Hospitality

🏭 Manufacturing

Market & Partner Development Director for Bose Professional, leading regional revenue growth and partner ecosystem development in commercial audio solutions. Must reside in Georgia, Tennessee, South Carolina, or North Florida.

🕒 July 16

FranklinCovey

501 - 1000

Client Partner driving revenue growth in defined territory of K12 Education with FranklinCovey. Leading the full sales cycle from strategy to execution with key districts and schools.

🕒 July 16

FranklinCovey

501 - 1000

Client Partner responsible for driving revenue growth in K12 education sales at FranklinCovey. Leading sales processes for schools and districts to implement tailored solutions.