Associate Account Partner (Financial Services)

Summary

Salesforce is an AI CRM company focused on helping organizations drive customer success through its platform. Salesforce is seeking an Associate Account Partner to generate professional services sales opportunities, position service offerings, and help customers maximize their Salesforce investment. The role involves consultative selling, account strategy, executive engagement, and collaboration with license sales and Customer Success teams.

Responsibilities

• Identify and create new qualified opportunities within the current customer base, progressing deals through a sales cycle to closed won
• Engage with the license sales team and customers using a consultative selling approach that positions Salesforce Services as a long-term trusted advisor
• Create compelling visions and clearly communicate entry-point service solutions to generate significant business value from a customer's Salesforce investment
• Collaborate with cross-functional selling teams on account strategy, and partner with the Customer Success ecosystem to ensure customers are optimizing their Salesforce investment
• Utilize industry expertise and business acumen to understand a customer's motivation, business drivers, and strategic goals and objectives

Skills

• You have 3+ years of sales experience, with a demonstrated ability to develop and maintain relationships at the Director, VP, or C-level where you are recognized as a trusted advisor
• You have experience navigating complex customer situations within large organizations and gaining executive-level buy-in
• You are able to prioritize and perform effectively under pressure, with great attention to detail and strong analytical and problem-solving skills
• You have expertise facilitating meetings and presenting to executive-level audiences in a concise, inspirational, and convincing manner
• You have 3+ years of consultative sales experience, including 2+ years of inside or field sales experience
• You consistently meet or exceed quota, with experience closing deals on a 2-week to 3-month deal cycle
• You have knowledge of business processes (such as Sales, Marketing, Service, and Support) and the ability to link those processes with product and technical solutions
• You have knowledge of Salesforce applications, platform features, capabilities, and best use, and/or experience in the Financial Services industry
• You are comfortable with travel and thrive in a highly collaborative, fast-paced work environment

Qualifications

Must Haves

• You have 3+ years of sales experience, with a demonstrated ability to develop and maintain relationships at the Director, VP, or C-level where you are recognized as a trusted advisor
• You have experience navigating complex customer situations within large organizations and gaining executive-level buy-in
• You are able to prioritize and perform effectively under pressure, with great attention to detail and strong analytical and problem-solving skills
• You have expertise facilitating meetings and presenting to executive-level audiences in a concise, inspirational, and convincing manner

Nice to Haves

• You have 3+ years of consultative sales experience, including 2+ years of inside or field sales experience
• You consistently meet or exceed quota, with experience closing deals on a 2-week to 3-month deal cycle
• You have knowledge of business processes (such as Sales, Marketing, Service, and Support) and the ability to link those processes with product and technical solutions
• You have knowledge of Salesforce applications, platform features, capabilities, and best use, and/or experience in the Financial Services industry
• You are comfortable with travel and thrive in a highly collaborative, fast-paced work environment

Benefits

• Time off programs
• Medical insurance
• Dental insurance
• Vision insurance
• Mental health support
• Paid parental leave
• Life insurance
• Disability insurance
• 401(k)
• Employee stock purchasing program
• Certain roles may be eligible for incentive compensation
• Certain roles may be eligible for equity