Account Partner Director (Services Sales) - Financial Services

3 Months ago • 8 Years + • Business Development

Job Summary

Job Description

Salesforce seeks an Account Partner Director for Financial Services to drive strategic engagements, build relationships with customers, and enable successful Salesforce implementations. Must have experience in professional services, digital transformation, and working with C-suite executives.
Must have:
  • Book-of-Business Ownership
  • Consulting Landscape
  • Digital Transformation
  • C-Suite Engagement
Good to have:
  • Global Procurement
  • Salesforce Methodology
  • Micro-Vertical Expertise
  • Program Delivery
Perks:
  • Well-being Reimbursement
  • Parental Leave

Job Details

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Customer Success

Job Details

About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

Department 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 and specialisms to engage with executive-level customers to agree on specific 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 Account Partners 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 investment.

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

  • Experience owning or leading a book-of-business
  • 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
  • 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.)

Note: By applying to the Account Partner posting, recruiters and hiring managers across the organization hiring for this role will review your resume. Our goal is for you to apply once and have your resume reviewed by multiple hiring teams.

BENEFITS & PERKS

  • Comprehensive benefits package including well-being reimbursement, generous parental leave, adoption assistance, fertility benefits, and more!
  • World-class enablement and on-demand training with Trailhead.com
  • Exposure to executive thought leaders and regular 1:1 coaching with leadership
  • Volunteer opportunities and participation in our 1:1:1 model for giving back to the community
  • For more details, visit https://www.salesforcebenefits.com/

Accommodations

If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.

Posting Statement

At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at www.equality.com and explore our company benefits at www.salesforcebenefits.com.

Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce.

Salesforce welcomes all.

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