Account Partner Director - Strategic Banking & Insurance

Job Category Customer Success About Salesforce Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we’re looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce’s core values at the heart of it all. Description Salesforce Professional Services focuses on delivering strategic engagements that define transformational opportunities and articulate clear plans for execution of change programs. We rely on our team’s expertise to engage with executive-level customers to identify strategic business goals and actions to ignite the full value of Salesforce. Our approach considers people, process, and technology — and a successful engagement includes recommendations to the business for change to support deeper, more relevant use of the Salesforce platform. 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 towards 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 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. 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. Posting Statement Salesforce is an equal opportunity employer and maintains a policy of non‑discrimination with all employees and applicants for employment. We believe in equality for all and lead the path to equality by creating an inclusive workplace free from discrimination. All employees and potential employees 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. Recruiting, hiring, job assignment, compensation, promotion, training, assessment of job performance, discipline, termination and everything in between are based on merit. Compensation and Benefits In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. The typical base salary range for this position is $182,715 - $244,465 annually. In California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC, the base pay range is $200,980 - $268,840 per year. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits. Benefits include: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at #J-18808-Ljbffr Salesforce