Account Partner Director - Strategic Banking & Insurance
Salesforce
Overview of the Role We are currently seeking an Account Partner Director – Strategic Banking & Insurance 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 toward 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. The Strategic Banking and Insurance sector includes Salesforce's top-50 financial services customers. They are our most strategic, complex and long-standing accounts; and are often the most innovative and scaled platform adopters. In this role, you will be responsible for a portfolio of these critical accounts. 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 8+ years of experience owning or leading a book-of-business within Enterprise Financial Services 8+ 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. Accommodations If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form. Posting Statement Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that's inclusive, and free from discrimination. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education. #J-18808-Ljbffr salesforce.com, inc.
- Salesforce.com, inc. is looking for an Account Partner Director for Strategic Banking & Insurance to join the Professional Services sales team. This role involves building relationships, driving strategies, and ensuring customer success. The ideal candidate will have at...Suggested
- ...Vice President, ISV & Partner Solutions About the Company Rapid... ...Services B2C Banking Care Credit Carecredit... ...Savings Synchrony Financial Insurance Venture Capital Consumer... ...least 10 years' of experience in strategic partnerships, business...Suggested
$70k
...territory, supporting Business Banking clients with $1-10MM in... ...Business Banking segment • Partner closely with BBRMs and other... ...coverage (with a Health Savings Account feature), dental and vision options... ...and spouse/child life insurance; short and long-term disability...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeLocal area- ...Senior Associate Vice President, Account Manager, Sports & Gaming Client Focus About the... ...healthcare finance & accounting insurance risk & financial management travel transportation and logistics banking and financial services operations & process...Suggested
$136k - $204k
...Description Interactive Partner, Go To Market Team... ...TCS Client Partners and account leadership teams to drive... ...services within strategic client accounts. While... ...ecosystems. Experience within Banking, Financial Services,... ...Markets, Payments, Insurance, or Asset Management...Suggested- ...Ideal candidates should have 4-6 years of experience, strong financial analysis skills, and an understanding of business banking products. Join us for a rewarding career with comprehensive benefits including health insurance and retirement plans. #J-18808-Ljbffr BMO U.S.
$136k - $204k
...Consultancy Services is seeking an Interactive Partner to join its Customer Success team in... ...executive relationships across strategic client accounts, focusing on customer experience and digital... ..., primarily within industries such as Banking and Financial Services. A competitive...- ...RSM has an exciting opportunity for a Tax Partner to join our Financial Services (FS)... ...and focus on continuing to build out our Banking tax practice throughout the New York and... ...a Big 4 or a large national or regional accounting firm; or equivalent in law firms or industry...Local area
$150k - $165k
Description About Capstone Partners Capstone Partners is... ...active investment banking firms in the U.S. For... ...supervision of a Managing Director, on a variety of... ...degree, preferably in accounting, finance, or related discipline... ..., including health insurance coverage, wellness...Work at officeRemote workWork from homeFlexible hours- RSM US LLP is seeking a Tax Partner to join our Financial Services tax practice, focusing on expanding Banking tax capabilities across the New York and Northeast Markets.... ...developing leaders for the firm, with a focus on strategic initiatives in the Banking Tax practice. #J...
$122.4k - $228k
...revenue generation. Responsibilities include managing complex client issues, leading deal negotiations, and ensuring client satisfaction. Compensation ranges from $122,400 to $228,000, with benefits including health insurance and performance bonuses. #J-18808-Ljbffr BMO U.S.- ...Description Job Description Accounting Manager (CFO‑Track) National Insurance Defense Law Firm –... ...transition plan into a strategic CFO position as the... ...for firm leadership and partners Analyze trends in... ...capital needs Support banking relationships and treasury...Work at officeRelocationFlexible hours
$97k - $150k
Description About Capstone Partners: Capstone Partners is one of the... ...and most active investment banking firms in the U.S. For over 20... ...Bachelor’s degree, preferably in accounting, finance, or related... ...colleagues, including health insurance coverage, wellness program, life...Full timeH1bWork at officeRemote workWork from homeFlexible hours$106.5k - $195.1k
...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality... ...technical initiatives, with accountability for performance and results.... ...network and diverse ecosystem partners, EY teams can provide services...Work experience placementSummer holidayImmediate startFlexible hours$199.4k - $299k
...relationships with our most critical financial institutions, banking, and ecosystem partners. Our team drives the expansion of Stripe's merchant and... ...makers and cross-functional stakeholders Negotiate strategic partnership agreements with banks and credit unions, navigating...Work at officeLocal areaRemote workWork from homeRelocation$122.4k - $228k
BMO U.S. is seeking a Director, Business Development... ...for their Commercial Banking division in Chicago. The... ...revenue growth through strategic client relationships.... ...relationship management or account management, a Bachelor... ...including health insurance and retirement savings...$125k - $150k
...solutions directly into customers' accounts payable and procurement... ...year on behalf of customers and partners across the country. Our... ...J.P. Morgan, Discover, NBH Bank, Mendon Venture Partners, and... ...looking for an experienced Strategic Account Manager to own and grow...Full timeTemporary workWork at officeImmediate start$85k - $100k
...and technology. Job Description Account Executive Locations: Chicago | Hybrid... ...technology solutions for the global banking, capital markets, and deal-making sectors... ...empower secure information flow, enabling strategic initiatives like mergers and...Ongoing contractCasual workWork at office2 days per week$70k - $110k
...capital markets, private capital, banking, and legal communities.... ...on six continents. The Account Executive has a dual... ...and company culture to work strategically with your client and support... ...commission Benefits: Health insurance, retirement benefits, paid time...Work at officeLocal area$123.2k - $247.8k
...Overview of the Role Our Enterprise Business team partners with our most strategic customers — organizations with 10,000+ employees... ...Salesforce. This role sells into Financial Services accounts, including Banking, Insurance, and Wealth & Asset Management. As an Enterprise...Work at officeRemote workFlexible hours$140k - $160k
...Range: $140K-$160K/Annum Job Description: As an Account Manager - Wholesale Banking Solutions, you will drive growth across Tier 1 and Tier... ...end-to-end sales cycles (discovery to deal closure). Partner with pre-sales for demos, proposals, and solutioning....- ...Intelligent Enterprise. As a Director of Sales for Banking, Financial Services, and Insurance (BFSI), your charter will be... ...with customers, prospects, and partners. Work closely with customers... ...Financial Services, Insurance (BFSI) Strategic Account Leadership Develop, implement...Temporary work
$123.2k - $247.8k
...Overview of the Role: Our Enterprise Business team partners with our most strategic customers - organizations with 10,000+ employees... .... This role sells into Financial Services accounts, including Banking, Insurance, and Wealth & Asset Management. As an Enterprise...Work at officeRemote workFlexible hours$150.4k - $343.6k
...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality... ...Sections 1441 to 1446), Foreign Account Tax Compliance Act (FATCA),... ...network and diverse ecosystem partners, EY teams can provide services...Work experience placementSummer holidayFlexible hours- U.S. Bank is seeking a Business Banking Relationship Manager in Chicago to build and manage strategic relationships with business clients. You will assess client needs, educate on deposit and loan products, and tailor financial solutions to help clients achieve their goals...
- ...Senior Accounting Manager Position Overview The Senior Accounting Manager... .... Manage and optimize banking relationships to maximize returns... ...Provide leadership and strategic guidance to the finance committee... ...external reporting requirements. Partner with leadership to develop...
- ...Manager will work closely with senior leaders and cross-functional partners to translate insights into clear priorities and guide alignment... ...technology teams. It offers broad exposure across the Private Bank, including senior leadership, product teams, and client-facing professionals...
- ...venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...guidance. Qualifications Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or...Flexible hours
- ...institution serving the Chicagoland community. We are looking for an Accounting Manager to own the month-end close, accounts payable operations... .... Reconciliations Perform monthly GL reconciliations: bank accounts, investment accounts, accrued interest, prepaid assets...
$60k - $121.3k
...Accounting Manager Job Locations US-IL-Chicago... ...Old National Bank has been serving clients... ...we serve. As a trusted partner, we thrive on helping... ...medical, dental, and vision insurance. 401K, continuing... ...agreement signed by the Director of Talent Acquisition,...Full time
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