Associate Account Partner (Financial Services)

SalesforceNew York, IL
$75,790 - $111,540Hybrid

About The Position

Salesforce is looking for an Associate Account Partner to join their Professional Services sales team. In this role, the individual will be responsible for uncovering customer needs, positioning service offerings, and helping customers achieve success on the Salesforce Platform. The role involves generating pipeline within the existing customer base, collaborating with license sales, and articulating how services can solve customer challenges to maximize their Salesforce investment. The team is described as being composed of smart, ambitious professionals committed to customer success in a respectful and healthy environment.

Requirements

  • 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.
  • Experience navigating complex customer situations within large organizations and gaining executive-level buy-in.
  • Ability to prioritize and perform effectively under pressure, with great attention to detail and strong analytical and problem-solving skills.
  • Expertise facilitating meetings and presenting to executive-level audiences in a concise, inspirational, and convincing manner.

Nice To Haves

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

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.

Benefits

  • time off programs
  • medical
  • dental
  • vision
  • mental health support
  • paid parental leave
  • life and disability insurance
  • 401(k)
  • employee stock purchasing program
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