Account Partner in Financial Services
Salesforce
Join Salesforce as an Account Partner specializing in Financial Services. Drive customer success by delivering strategic advice and facilitating impactful digital transformations.
In this critical role within the Customer Success Group, you'll serve as a trusted advisor to executive-level clients. With over 7 years of experience in leading a book of business, you will identify strategic goals, drive account value, and foster collaboration across internal teams. Your expertise will be vital to guiding customers and maximizing the value they derive from Salesforce investments.
Key Responsibilities: • Drive enterprise-level strategy for leading financial clients • Facilitate account reviews and deal participation • Manage bookings, revenue, and margin success • Ensure seamless transitions to the delivery team • Advise customers for improved outcomes and value
Requirements: • 7+ years of experience in financial services management • Strong consulting background with digital transformation expertise • Proven sales lifecycle management in a SaaS context • Experience interfacing with C-suite executives • Degree or equivalent experience required
Excel in your career and build powerful client relationships at Salesforce. #J-18808-Ljbffr
In this critical role within the Customer Success Group, you'll serve as a trusted advisor to executive-level clients. With over 7 years of experience in leading a book of business, you will identify strategic goals, drive account value, and foster collaboration across internal teams. Your expertise will be vital to guiding customers and maximizing the value they derive from Salesforce investments.
Key Responsibilities: • Drive enterprise-level strategy for leading financial clients • Facilitate account reviews and deal participation • Manage bookings, revenue, and margin success • Ensure seamless transitions to the delivery team • Advise customers for improved outcomes and value
Requirements: • 7+ years of experience in financial services management • Strong consulting background with digital transformation expertise • Proven sales lifecycle management in a SaaS context • Experience interfacing with C-suite executives • Degree or equivalent experience required
Excel in your career and build powerful client relationships at Salesforce. #J-18808-Ljbffr
Reference: WJ-3875_14081535