Financial Services Account Partner — Customer Success

Salesforce; Chicago (IL); On-site; USD 76,000 - 101,000; Full time

Job summary

Salesforce is seeking an Associate Account Partner to join our Professional Services sales team. You will uncover customer needs, position service offerings, and help clients maximize value from Salesforce investments.

In this role you will generate pipeline within existing customers, collaborate with license sales, and articulate how services solve business challenges—enabling sustainable success and trusted advisor relationships across executives.

Qualifications

• 3+ years of sales experience with director-level relationships.
• Experience gaining executive-level buy-in.
• Ability to prioritize and perform under pressure with strong analysis.
• Experience presenting to executive audiences concisely and inspiringly.

Responsibilities

• Identify and create new qualified opportunities within current customers.
• Engage with license sales and customers using a consultative approach.
• Articulate entry-point service solutions to generate business value.
• Collaborate with cross-functional teams on account strategy and success.
• Understand customer goals and align Salesforce services to drive outcomes.

Skills

Sales experience

Executive relationships

Consultative selling

Analytical skills

Tools

Salesforce

Job description

Salesforce is seeking an Associate Account Partner to join our Professional Services sales team. You will uncover customer needs, position service offerings, and help clients maximize value from Salesforce investments.

In this role you will generate pipeline within existing customers, collaborate with license sales, and articulate how services solve business challenges—enabling sustainable success and trusted advisor relationships across executives.