Account Partner - Financial Services

Leadout Capital; Vancouver; On-site; CAD 120,000 - 180,000; Full time

Job summary

Leadout Capital is seeking an Account Partner - Financial Services to drive strategic engagements and define execution plans for Salesforce professional services. You will partner with executive-level customers, guide deal origination, and align cross-functional teams to maximize value from Salesforce investments.

The role requires senior-level experience in enterprise sales, consulting, and services delivery, with a track record of managing complex SaaS deals and navigating C-suite discussions.

Qualifications

• 7+ years owning or leading a book-of-business in Enterprise/Commercial/Financial Services.
• 7+ years in a consulting landscape.
• Experience selling professional services for digital transformation.
• Experience driving strategic motions with value propositions and execution plans.
• Ability to build assets spanning marketing, sales and strategy.
• Managed full sales lifecycle for complex services within SaaS.
• Experience with global procurement for pricing and deals.
• Comfort engaging with C-Suite during strategy cycles.
• Background delivering initiatives for firm-based or product-led models.
• Bachelor’s degree or equivalent evidenced experience.

Responsibilities

• Drive enterprise-level strategy for flagship customers.
• Participate in qualification, deal cycles, reviews and value assessments.
• Be accountable for bookings, revenue, margin, CSAT and delivered value.
• Facilitate smooth handoffs to delivery with margins and staffing plans.
• Act as trusted advisor to accelerate value and outcomes.
• Pilot micro-vertical awareness for repeatable motions.
• Serve as SME, leader, and services consultant to sales teams.
• Coordinate between internal and external teams.

Skills

Enterprise sales

Consulting experience

Professional services selling

Strategic deal execution

C-suite engagement

SaaS sales

Global procurement

Value storytelling

Education

Bachelor's degree

Tools

Salesforce

Job description

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.