Support Service Cloud sales by assessing customer needs, shaping solution architectures, configuring tailored demos, resolving technical objections, and preparing proposals.
About this role
The Account Partner is a strategic sales leader responsible for the Salesforce CRM product portfolio across assigned financial services and insurance accounts. The role focuses on becoming a trusted adviser, understanding customers’ business objectives, and increasing adoption and business value throughout the customer lifecycle.
The work includes executive-level engagement, consulting sales, territory and account planning, pipeline development, forecasting, sales presentations, and coordination with licensing, regional, and partner organizations. The successful candidate creates a clear vision for transformation and communicates how Salesforce solutions support customer outcomes.
Applicants need at least eight years of consulting sales experience with a proven record of exceeding quota, including two to three or more years selling or delivering professional services for a strategic consulting firm or large systems integrator. The posting also requires demonstrated executive relationship-building, experience with growing accounts involving complex deals of $1 million or more, and the ability to work effectively in complex, matrixed environments.
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