Account Partner – Financial Services

🔥 0 minutes ago

🌽 Illinois, Texas, +1 more states – Remote

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💵 $130.1k - $285.2k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🤝 Client Partner

🦅 H1B Visa Sponsor

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Logo of Salesforce

Salesforce

10,000+ employees

Founded 1999

☁️ SaaS

🤝 B2B

🤖 Artificial Intelligence

SaaS • B2B • Artificial Intelligence

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 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

🎯 Requirements

• 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.

🏖️ Benefits

• time off programs • medical • dental • vision • mental health support • paid parental leave • life and disability insurance • 401(k) • employee stock purchasing program

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