Account Partner - Financial Services

Overview Account Partner - Financial Services for Salesforce Professional Services within the Customer Success Group (CSG). Build trusted advisory relationships, demonstrate execution excellence, and define a roadmap toward customer success and value realization from Salesforce investments. Your Responsibilities Build relationships with license sales and extended teams (product, success managers, delivery, legal, etc.) to understand and counsel on programs that align with customer goals. Act as the deal originator, strategist, and execution lead supported by the delivery organization. Drive enterprise-level strategy for ambitious customers and facilitate qualification, deal cycle participation, account reviews, and value assessments. Accountable for bookings, revenue, margins, CSAT, and delivered value; enable smooth transition to delivery with appropriate margins and staffing plans. Serve as a trusted advisor to accelerate value and improve customer outcomes; develop repeatable motions within micro-verticals; act as a key SME and liaison between internal and external teams. Required Qualifications 7+ years of experience owning or leading a book of business within Enterprise Financial Services. 7+ years of experience in a consulting environment. Experience selling professional services related to digital transformation. Experience driving strategic motions including value propositions, execution planning, teaming, and outcomes-based engagements. Ability to build assets from scratch including marketing, sales, and strategy solutions. Experience managing full sales lifecycle for complex professional services within a SaaS environment with a high performance-to-quota ratio. Experience with global procurement processes to settle pricing and deal strategy. Skilled in engaging with C-suite executives during a strategy cycle. Background in delivering critical initiatives for firm-based, product, or service delivery models. Relevant degree or equivalent experience; recognition of core proficiencies through leadership, military, volunteer, or work experience. Preferred Qualifications Location: Based in the Eastern or Central Time Zone to align 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 within the Salesforce ecosystem. Accommodations and Compliance If you need a reasonable accommodation during the application or recruiting process, please submit a request via the Accommodations Request Form. Salesforce uses artificial intelligence tools to assist recruiters in evaluating resumes and qualifications. Humans remain responsible for candidate selection and hiring decisions. See the Candidate Privacy Statement for details on data usage and rights, including opt-out options related to AI tools. Posting Statement Salesforce is an equal opportunity employer. Employment decisions are based on merit and qualifications without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, disability, veteran status, or other protected classifications. See company policies for comprehensive details. Salary ranges are location-dependent and may vary by location. #J-18808-Ljbffr salesforce.com, inc.