Salesforce Client Partner

Investigo; Colorado; On-site; USD 130,000 - 160,000; Full time

Benefits offered by this job

Paid time off

Paid holidays

Education stipend

401k match

Medical insurance

Dental insurance

Vision insurance

Job summary

Investigo is seeking a Salesforce Client Partner to deepen relationships and grow the revenue pipeline by aligning client needs with Salesforce solutions.

This role partners with client executives and collaborates with project teams to deliver high-value Salesforce implementations and services, while driving strategic value across the client landscape in the US. Travel may be required to meet clients and attend industry events.

Qualifications

• Bachelor’s degree in Business, IT, or equivalent experience.
• 5+ years of B2B sales in Salesforce ecosystem.
• Experience carrying a sales quota with monthly and quarterly cycles.
• Strong knowledge of Salesforce products (Agentforce suite, Experience Cloud, Platform).
• Ability to travel to meet clients and attend conferences.

Responsibilities

• Build and nurture long-term relationships with key client stakeholders.
• Understand client objectives to identify Salesforce value opportunities.
• Act as strategic advisor for end-to-end Lead-to-Pay processes.
• Establish relationships with Salesforce Account Executives to drive pipeline.
• Collaborate with internal Project Managers to deliver high-quality solutions.
• Stay updated on Salesforce product updates and best practices.
• Analyze client environments to identify growth opportunities in Salesforce.
• Advocate for client needs internally and coordinate with teams.

Skills

B2B sales experience

Relationship building

Strategic thinking

Communication skills

Travel willingness

Client advisory

Education

Bachelor's degree in Business, Information Technology, or equivalent experience

Tools

Salesforce

CRM platforms

Job description

We are seeking a Salesforce Client Partner to play a pivotal role in deepening relationships and growing the revenue pipeline with strategic customers. This role bridges the gap between clients' business needs and the vast array of Salesforce solutions and products, ensuring maximum value from their investments and identifying opportunities to position our implementation and consulting expertise.

Key Responsibilities:

• Build and nurture long-term, trust-based relationships with key stakeholders within assigned client accounts.
• Understand clients' business objectives, challenges, and industry trends to proactively identify areas where Salesforce solutions can add value.
• Act as a strategic advisor for end-to-end Lead-to-Pay processes, connecting legacy Incentive Compensation (SPM/ICM), CPQ, or Pricing environments with modern Salesforce architectures.
• Establish and maintain foundational relationships with Salesforce Account Executives to drive pipeline growth.
• Partner closely with internal Project Managers and cross-functional teams to ensure client needs are met with high-quality solutions and services.
• Maintain a comprehensive understanding of Salesforce product offerings, updates, and best practices.
• Analyze client environments to identify leads and opportunities for optimization, enhancement, or expansion of Salesforce products and services.
• Act as a trusted advisor and advocate for clients, ensuring their feedback and needs are communicated internally.
• Stay informed about industry trends, partner program requirements, competitive landscape, and emerging technologies.

Qualifications:

• Bachelor's degree in Business, Information Technology, or equivalent experience.
• 5+ years of B2B sales experience in a client-facing role within the Salesforce ecosystem (consulting, solutions architecture, account management, or sales).
• Experience carrying a sales quota, developing leads and opportunities, and delivering in monthly and quarterly sales cycles.
• Comprehensive knowledge of Salesforce products, including Salesforce Agentforce, Agentforce Sales, Agentforce Revenue Management, Agentforce Service, Experience Cloud, and other Platform solutions.
• Experience working with Salesforce ISV Partners is highly preferred.
• Deep understanding of how CRM (Agentforce Sales/Service), CPQ, Billing, and Incentive Compensation (SPM/ICM) interact across an enterprise tech stack.
• Exceptional interpersonal and communication skills, with a proven record of building rapport and trust with clients at VP and C-suite levels.
• Strong strategic thinking and problem-solving abilities.
• Proactive and self-motivated with a customer-centric mindset.
• Ability to work collaboratively with internal teams and practices while navigating organizational dynamics.
• Willingness to travel as needed to meet with clients and prospects, as well as attend occasional Salesforce or industry-specific conferences.
• Strong preference to candidates who come with an established network of Salesforce Account Executive relationships.

Compensation and Benefits:

• Paid time off
• Paid holidays
• Yearly educational & coworking reimbursement stipend
• 401k match (limited)
• Medical, dental, and vision insurance

Location:

Our office is located in Fort Collins, Colorado. However, we are open to applicants based anywhere in the US.

Applicants must be legally authorized to work in the United States for any employer. Sponsorship is not available for this position now or in the future.