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Added 4 hours ago
HM
Emergency Medicine
Health Match BC
Saanichton, BC
- Part-time
Added 5 hours ago
CO
Manager Policy and Risk Management
City of Saint John
Saint John, NB
- Full-time
Added 6 hours ago
CH
AS355/EC135 Helicopter Pilot based in Sept-Îles, Qc.
Canadian Helicopters
Sept-Îles, QC
- Full-time
Added 7 hours ago
VA
Captain, CRJ (Domestic)
Voyageur Aviation
North Bay, ON
- Full-time
Safely operate company aircraft as the Pilot-in-Command.
Added 8 hours ago
VA
Domestic Captain, Dash 8-300
Voyageur Aviation
North Bay, ON
- Full-time
Safely operate company aircraft as the Pilot-in-Command.
Added 14 hours ago
CO
Manager Policy and Risk Management
City of Saint John
Saint John, NB
- Full-time
Added 1 day ago
FF
Senior Customer Engagement Representative (Senior Business Development Representative)
Forward Financing
Remote, Canada
- Full-time
- Remote
Added 1 day ago
CO
Manager Policy and Risk Management
City of Saint John
Saint John, NB
- Full-time
Added 1 day ago
Customer Success Specialist
West Coast Reduction Ltd.
Vancouver, BC
Added 1 day ago
PC
Cashier
Pilot Company
Kapuskasing, ON
- Part-time
Are you passionate about team building, customer service, and meeting new people? Pilot Company offers a dynamic environment where no two days are the same. Team members have the…
Added 1 day ago
A
Product Manager, New Products
Azoma
Canada
- Full-time
Added 1 day ago
AH
Vehicle Equipment Supply Service Technician I
Alberta Health Services
Slave Lake, AB
- Temporary
Added 1 day ago
AH
Vehicle Equipment Supply Service Technician I
Alberta Health Services
Slave Lake, AB
- Temporary
Added 1 day ago
AS
Lead Data Scientist
AgileGrid Solutions
Canada
- Full-time
Added 1 day ago
SM
RQ11557 – Software Developer – Front End – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Added 1 day ago
IH
Occupational Therapist | Community
Interior Health Authority
Armstrong, BC
- Full-time
…(temporary) full-time opportunity in the Connected Care at Home Pilot program expected to run until March 31, 2028. This position supports clients in Vernon including the Westside Road…
Added 1 day ago
Dash First Officer
The Talent Team at Perimeter Aviation
Winnipeg, MB · Thompson, MB · Timmins, ON · Mississauga, ON
Added 2 days ago
PC
Cashier
Pilot Company
Portage la Prairie, MB
- Full-time
Are you passionate about team building, customer service, and meeting new people? Pilot Company offers a dynamic environment where no two days are the same. Team members have the…
Added 2 days ago
QT
Project Lead (Drone Operations)
QEA Tech
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Added 2 days ago
FP
air pilot
Forest Protection Limited
Fredericton, NB · Lincoln, NB
- Full-time
Added 2 days ago
G
Security Officer – Mobile Patrol
GardaWorld
Charlottetown, PE
- Full-time
Added 2 days ago
PC
Cashier
Pilot Company
London, ON
- Part-time
Are you passionate about team building, customer service, and meeting new people? Pilot Company offers a dynamic environment where no two days are the same. Team members have the…
Added 2 days ago
SM
RQ11557 – Software Developer – Front End – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Added 2 days ago
SM
RQ11557 – Software Developer – Front End – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Added 2 days ago
Medevac Captain
The Talent Team at Perimeter Aviation
Winnipeg, MB

Salesforce Partner Canada

Account Partner - Financial Services

Vancouver, BC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 12, 2026
Posting language: English
Posted: Oct 13, 2026

Original job description

Description

Job 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 - 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.

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.

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/ 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. 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.

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More about this job

Responsibilities

Develop strategic relationships with enterprise financial services customers, originate and lead complex professional services deals, and advise customers on roadmaps that help them realize value from Salesforce. Own bookings, revenue, margin, customer satisfaction, and delivered value while coordinating with internal sales and delivery teams to plan and execute engagements.

Requirements

Requires at least seven years of experience leading an enterprise, commercial, or large-scale financial services book of business and at least seven years in consulting, along with experience selling professional services for digital transformation. Candidates should have managed complex SaaS services sales cycles, worked with C-suite stakeholders and global procurement, and hold a degree or equivalent experience; Salesforce Professional Services or digital transformation go-to-market expertise is preferred.

Skills

Enterprise Account Management
Financial Services
Professional Services Sales
Digital Transformation
Strategic Planning
Value Proposition Development
Sales Lifecycle Management
Deal Strategy
Revenue and Margin Management
Customer Success
Salesforce Ecosystem
Program Delivery
Cross-Functional Collaboration
Go-to-Market Strategy

Visa sponsorship

Not detected in the job text

Keywords

Salesforce
Professional Services
Financial Services
Customer Success Group
Digital Transformation
Enterprise Sales
Consulting
SaaS
Go-to-Market Strategy
Account Management
Strategic Business Planning
Value Assessments
Bookings
Revenue
Margin Management
Customer Satisfaction
Salesforce Methodology
C-Suite
Global Procurement
Deal Strategy
Execution Planning
Outcome-Based Engagements
Micro-Vertical
Delivery Planning
Staffing Plans

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