Account Partner - Financial Services

Overview of the Role

We are currently seeking an Account Partner - Financial Services to join our growing Professional Services sales team within the Customer Success Group (CSG). Account Partners act as trusted advisors to 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.

• 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 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, military experience, volunteer roles, work experience).

• 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.