Account Partner - Financial Services

We are currently seeking an Account Partner – Financial Services 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. 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 7+ years of experience owning or leading a book-of-business within Enterprise Financial Services 7+ 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. Compensation & 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 $130,130 - $285,220 annually. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. In California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC, the base pay range for this role in those locations is $143,130 - $313,755 per year. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable. Posting Statement Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. This policy applies to recruiting, hiring, job assignment, compensation, promotion, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education. The policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. The same applies to all protected characteristics: race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran, marital status, political viewpoint, or other classifications protected by law. This policy ensures workplace discrimination is illegal. #J-18808-Ljbffr Salesforce