Account Partner - Financial Services
- Vancouver, BC, Canada
Full-time
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Job details
- Job type
- Full-time
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- Posting language
- English
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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
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
- 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.)
- 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.
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
Categories
- Sales
- Consulting
- Management & Leadership
- Customer Service & Support
- Finance & Accounting
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