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Financial Services Client Partner Role

Job in Montreal, Montréal, Province de Québec, G4F, Canada
Listing for: Plative Inc
Full Time position
Listed on 2026-08-19
Job specializations:
  • Sales
    Account Manager, Client Relationship Management, Business Development, Financial Sales
Job Description & How to Apply Below
Location: Montreal

Drive success as a Client Partner at Plative, focusing on our Salesforce practice in Financial Services.

Your role is essential in bridging technical solutions with business value, enhancing client synergy.

This position demands a strategic mindset with a proven track record of at least five years in solution-selling. You'll work closely with specialized industry teams and manage existing client relationships while deploying AI tools effectively in your processes. Your ability to cultivate new business opportunities is crucial.

Key Responsibilities:

• Build relationships to source new sales opportunities

• Partner with teams to present customized client solutions

• Maintain and grow existing accounts through value addition

• Oversee a robust sales pipeline and accurate forecasts

• Collaborate to uncover and define user stories

Requirements:

• AI-focused mindset with hands-on automation skills

• 5+ years of experience in solution-selling

• Strong knowledge of Salesforce ecosystem interactions

• Proven sales record with C-suite in Financial Services

• Familiarity with sales methodologies like MEDDPICC

Your guidance and insight will contribute to impactful client engagements at Plative.
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