Strategic Account Partner for Financial Services

Salesforce

Canada

On-site

CAD 140,000 - 190,000

Full time

2 days ago

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Job summary

Salesforce is seeking an Account Partner - Financial Services to join the Professional Services sales team within Customer Success Group. You will build relationships across license sales, product, success managers, and delivery teams to drive strategic programs and value for large financial services clients.

You will own deal origination, strategy, and execution, working with executive-level customers to maximize Salesforce investments and outcomes.

Qualifications

7+ years owning or leading a book-of-business within Enterprise/ Commercial/ Large Scale Financial Services.
7+ years of experience in 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.
Experience with global procurement leads to settle pricing and deal strategy.
Skilled in maneuvering with the C-Suite during a strategy cycle.
Background in delivering critical initiatives/programs for a firm-based model or product company.
Degree or equivalent confirmed experience.

Responsibilities

Drive thoughtful, 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 into our delivery team with margins and staffing plans.
Act as a trusted advisor to accelerate value and improve outcomes.
Pilot awareness within a micro-vertical to develop repeatable motions.
Serve as a SME, leader, and services consultant to sales teams.