Salesforce Client Partner

Investigo; Fort Collins (CO); On-site; USD 140,000 - 200,000; Full time

Job summary

Investigo in Fort Collins, CO is seeking a Salesforce Client Partner to grow revenue within strategic accounts. You’ll act as a trusted advisor, linking clients' business needs with Salesforce solutions and the firm's implementation and consulting expertise, with a focus on expansion.

You will build executive relationships, guide end-to-end Lead-to-Pay processes, and collaborate with Salesforce AEs, PMs, and delivery teams to drive pipeline and customer success.

Qualifications

• 5+ years of client-facing B2B sales in Salesforce ecosystem.
• Record of quota attainment and pipeline growth.
• RevOps: CRM, CPQ, Billing, SPM/ICM alignment.
• Strong Salesforce product knowledge: CPQ/Revenue Cloud, Experience Cloud.
• Bachelor's degree in Business, IT, or equivalent.

Responsibilities

• Build long-term relationships with VP and C-level stakeholders.
• Advise on end-to-end Lead-to-Pay processes with CPQ and pricing.
• Co-sell with Salesforce AEs, RVPs and Partners to grow pipeline.
• Partner with PMs and delivery teams to spot expansion opportunities.
• Work with Head of Salesforce Strategy to move deals through the pipeline.
• Build and run client success plans for Managed Services customers.

Skills

Quota carrying

B2B sales

RevOps knowledge

Salesforce know-how

Consultative selling

Stakeholder mgmt

Education

Bachelor's degree

Tools

Salesforce CPQ

Revenue Cloud

Experience Cloud

Job description

We're looking for a Salesforce Client Partner to grow revenue within strategic accounts. You'll act as a trusted advisor, connecting clients' business needs with Salesforce solutions and the firm's implementation and consulting expertise. This is a quota-carrying role focused on expansion: upsell and cross-sell across multiple practice lines.

What You'll Do

• Build long-term, trust-based relationships with VP and C-level stakeholders in assigned accounts.
• Advise clients on end-to-end Lead-to-Pay processes, connecting legacy ICM/SPM, CPQ and Pricing environments with modern Salesforce architectures.
• Co-sell with Salesforce AEs, RVPs and Partner Account Managers to drive pipeline growth.
• Partner with internal PMs, Practice Leads and the Salesforce delivery team to spot optimization and expansion opportunities.
• Work with the Head of Salesforce Strategy to move deals through the pipeline.
• Build and run client success plans for Managed Services customers.

What You Bring

• 5+ years of client-facing B2B sales within the Salesforce ecosystem (consulting, solutions, account management or sales).
• A track record of carrying a quota and growing pipeline on monthly and quarterly cycles.
• RevOps domain expertise: how CRM, CPQ, Billing and Incentive Compensation (SPM/ICM) work together across an enterprise tech stack.
• Strong knowledge of Salesforce products, including CPQ/Revenue Cloud, Agentforce Sales, Agentforce Service and Experience Cloud.
• A consultant-level Salesforce certification (e.g., Platform Administrator, Platform App Builder, Revenue Cloud Accredited Professional).
• Bachelor's degree in Business, IT or equivalent experience.

Nice to Have

• An established network of Salesforce AE relationships.
• Experience selling from a Salesforce SI or consulting partner.
• Experience working with Salesforce ISV partners.

Location

This role is on-site in Fort Collins, Colorado. We're open to candidates based anywhere in the US. Travel to client sites and Salesforce/industry conferences as needed.