Account Partner Director - Strategic Banking & Insurance
salesforce.com, inc.
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.
$182.72k - $244.47k
...Salesforce Professional Services focuses on delivering strategic engagements that define transformational... ...Overview of the Role We are currently seeking an Account Partner Director - Strategic Banking & Insurance to join our growing Professional Services sales team...SuggestedWork experience placement- Salesforce seeks an Account Partner Director for its Professional Services sales team in New York. The role involves providing strategic consultation to enterprise customers, enhancing their Salesforce experience and driving significant business value. The ideal candidate...Suggested
- Salesforce.com, inc. is looking for an Account Partner Director for Strategic Banking & Insurance to bolster our Professional Services sales team. In this role, you will cultivate relationships with top financial services clients, ensuring they maximize the value of their...Suggested
$189k - $240k
...AI to as many users as possible. About The Role As an Account Director focused on Strategic Banking you will own executive‑level relationships with... ...technology, operations, and executive stakeholders. Partner with Solutions and Research Engineering to design pilots...SuggestedWork at officeRelocation packageShift work- ...AI to as many users as possible. About the role As an Account Director focused on Strategic Banking you will own executive‑level relationships with leading... ..., technology, operations, and executive stakeholders. Partner with Solutions and Research Engineering to design...SuggestedWork at officeRelocation packageShift work
$165k - $185k
...out of the top 10 US banks today, the Persado platform... ...-such as banking, insurance, and financial... ...hiring a revenue-carrying Director, Strategic Alliances to own and... ...sell execution with ISV partners, embedded GTM motions... .... Lead joint account planning, executive alignment...Remote workHome officeFlexible hours- ...Sr. Sales Account Executive Job Location REMOTE, US... ...professional who drives strategic enterprise-wide sales... ...across financial services, insurance, and healthcare... ...strategic objectives in banking, insurance, and healthcare... ...Tungsten Automation's partners opportunistically for...Immediate startRemote work
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...Commercial, a subsidiary of Quaint Oak Bank, is hiring an experienced Commercial Account Executive. Position: Account... ...bar for how commercial banking partners serve their clients. Oakmont Commercial... ...Plans Company Paid Term Life Insurance Special Employee Pricing on...Base plus commissionTemporary workRemote workFlexible hours$90k - $110k
...Account Executive FlowX.AI is an agentic AI platform for large-scale, mission-critical... ...We started in regulated industries - banking and insurance - and have successfully landed major... ...teams, you will have a high degree of strategic autonomy regarding growth of your...Work at officeShift work- ...Executive will cover Financial Services customer accounts across the north east including banking, capital markets, insurance, fintech, and related financial institutions.... ...Develop trusted relationships with local partners and global systems integrators to cultivate new...Work at officeLocal areaImmediate startRemote work
$200k - $230k
...Enterprise Account Executive (Financial Services)... ...) will report to the Director of Enterprise GTM and... ...portfolio of Scale AI's most strategic financial services... ...systems - into large banks, insurers, asset managers, and... ...as a strategic partner to senior executives...Full time- ...clients with annual revenues of $1-$5 million, delivering customized banking solutions and developing relationships. The ideal candidate has... ...opportunity to lead client interactions and work collaboratively with various business partners. #J-18808-Ljbffr JPMorgan Chase & Co.
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- OpenAI is seeking an Account Director focused on Strategic Banking to manage executive-level relationships with global banking institutions. This role involves helping organizations deploy OpenAI's technology to enhance customer experiences and operations through a hybrid...
- The Consulting Solutions in New York City is searching for an Account Director focused on Strategic Banking. In this role, you'll manage relationships with leading global banking institutions to deploy AI solutions that transform customer experiences and enhance operations...
- ...an early AE at Spade, you're joining at a pivotal moment. Every bank is leaning into an AI strategy, but none of it works without... ...benefits for US-based employees Life & short-term disability insurance Unlimited PTO Early exercise program Extended post-termination...Full timeTemporary workWork from home
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- ...your expertise as a Client Account Manager supporting our Insurance segment will be the... ...Account Manager you will also partner with Senior Client... ...similar support to certain key strategic relationships clients and... ...are a leader in investment banking, consumer and small...Flexible hours
$200k
...Technology (TMT); Energy, Transport and Banking and Insurance. Our key focus areas are Corporate... ...York office, we are eager to extend our strategic expertise and insights to the United... ...DCF models, WACC calculation, basic accounting principles). Bachelor's degree with...Work experience placementWork at officeLocal areaNight shift$198.3k - $287.55k
...Proven experience of strategic account planning, negotiation... ...complex, multi-year banking relationships Track... ...account prioritization Partner closely with industry... ...The Global Business Director team acts as a... ...disability, and accident insurance, a discounted...Full timeTemporary workShift work$289.6k - $398.2k
...enterprise sales leader to drive strategic growth across Fortune 500... ...engagement, strategic account orchestration, and outcome-based... ...a strategic transformation partner, not just a solution provider... ...platforms; ideally selling into Banking, Insurance, Retail, Telco, or...$126.7k - $215.74k
Tata Consultancy Services is looking for a senior-level professional who can develop and drive strategy for exponential growth in the account from their New York City location. The candidate will manage the entire sales lifecycle and maintain strong client relationships...- Hudson Heritage FCU in New York seeks a Flex Financial Partner to support multiple branches and guide members on their financial journeys. This role involves delivering exceptional service, building strong relationships, and adapting to various teams and branch settings...Flexible hours
- ...of the largest financial institutions, banks, globally-recognized brands, and Web3 companies... ...is the only platform that provides insurance for digital assets in storage, transfer,... ...on small to medium-sized enterprise accounts across the Crypto Native, Web3, and TradFi...
$264k - $330k
...Senior Strategic Account Manager, Financial Services New York, NY Nova Credit is a credit... ...largest Financial Services clientsboth banking and non-banking institutions. Taking... ...subsidized medical, dental, and vision insurance options, along with a company-sponsored...Full timeWork at officeFlexible hoursNight shift3 days per week$80k - $160k
...planning, risk management and insurance plannings, charitable giving... ...planning, investment management, banking and comprehensive advice to a... ..., data and design. Goldman Partner Office (GPO) GPO provides... ...planning and/or personal income tax/accounting CFPs,...Full timeTemporary workPart timeWork at office$200k - $220k
...C-suite-facing Senior Client Partner to lead one of our largest and most strategic global banking relationships. This is a high-... ...multi-million-dollar enterprise accounts within Tier-1 financial... ...leave plans. A comprehensive insurance plan including medical, dental...Temporary workFlexible hours- ...of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid... ...by building and scaling relationships with strategic partners. Through integrations, these partners help extend...Work experience placementLocal area
$131.08k - $163.85k
...Senior Manager, Partner Marketing at Brex Brex is the intelligent... ...global corporate cards and banking with intuitive spend management... ...eliminate manual expense and accounting tasks for customers so they... ...marketing strategies with key strategic and ecosystem partners. You'...Work at officeRemote workWork from home
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