Client Partner Financial Services|Plative

Position: Client Partner for Financial Services|Plative
Plative is seeking a Client Partner to enhance strategic growth within our Salesforce practice focused on Financial Services. Leverage existing networks for business expansion and manage pivotal client relationships.

This role emphasizes building connections within financial services while driving sales initiatives. Candidates should possess over five years in solution-selling, applying AI in both work and life. You will partner with specialized teams, maintain client accounts, and forecast sales pipelines accurately.

Key Responsibilities:

• Develop relationships with Salesforce AEs for new opportunities

• Present tailored solutions created with industry teams

• Conduct business reviews to add value for clients

• Maintain a healthy sales pipeline with accurate forecasts

• Collaborate with architects to translate solutions into insights

Requirements:

• AI-native mindset with practical AI applications

• 5+ years in Professional Services or solution-selling

• 2+ years of Salesforce ecosystem experience

• Proven C-level sales success in Financial Services

• Knowledge of disciplined sales methodologies

Bring your expertise and authentic self to drive impactful solutions at Plative.
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