Account Partner - Financial Services

We are seeking an Account Partner - Financial Services to join our Professional Services sales team within Customer Success Group (CSG). Account Partners act as trusted advisors to customers, providing execution excellence and defining a roadmap towards success. The primary goal is to help customers generate significant business value from their Salesforce investments.

What You Will Do

Drive strategic enterprise-level strategy for ambitious customers, facilitate qualification and deal cycle participation, and be accountable for bookings, revenue, margin, CSAT, and value delivered. Enable smooth transition into the delivery team and act as a trusted advisor to accelerate value and improve customer outcomes.

Why It Might Be a Fit

This role requires 7+ years of experience owning a book-of-business within Enterprise/Commercial Financial Services and 7+ years in consulting. You will serve as a key SME and leader to sales teams, with the ability to build assets from scratch and manage the full sales lifecycle for complex professional services in a SaaS environment.

Requirements

• 7+ years of experience owning or leading a book-of-business within Enterprise/ Commercial/ Large Scale 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

Benefits

• time off programs
• medical insurance
• dental insurance
• vision insurance
• mental health support
• paid parental leave
• life insurance
• disability insurance
• 401(k)
• employee stock purchasing program