Account Partner Director (Services Sales) - Financial Services

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Job Category

Customer Success Group

Job Details

We’re Salesforce, the Customer Company. If you believe in bringing companies and customers together, in business as the greatest platform for change, in creating a more equitable and sustainable future for all – well, you’re in the right place. Through our #1 CRM, Customer 360, we help companies blaze new trails and connect with their customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and growth, charting new paths, and improving the state of the world.

We are currently seeking Account Partner Directors 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 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.

Responsibilities

• Enable smooth transition and partnership into our delivery team with effective margins, staffing plans, approach and Salesforce methodology
• Serve as a key SME, leader, and services consultant to our sales teams
• Drive thoughtful, strategic and enterprise level strategy for our most ambitious customers
• Accountable for bookings, revenue, margin, CSAT, and value delivered
• Pilot awareness within a micro-vertical to develop repeatable motions
• Serve as the liaison between internal and external teams
• Facilitate qualification, deal cycle participation, account reviews and value assessments
• Act as a trusted advisor to our customers to accelerate value and improve customer outcomes
• Serves a key contact for customer negotiations and escalations

Qualifications

• Experience driving a strategic motion, including value propositions, execution planning, teaming and outcomes based engagements
• Ability to travel 25-50%
• Experience with global procurement leads to settle pricing and deal strategy
• Experience selling professional services related to digital transformation
• 8+ years of experience working within a consulting landscape
• 6+ years of experience owning or leading a book-of-business
• Experience working within the Financial Services industry, ideally within Banking, Insurance or Wealth Management.
• Skilled in maneuvering and working with the C-Suite during a strategy cycle
• Capable of building assets from scratch including marketing, sales and strategy solutions
• 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.)
• Background in delivering critical initiatives and/or programs for a firm-based model or product company

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