Associate Account Partner (Financial Services)

Salesforce
Illinois, New York
Workplace: RemoteFull timeUSD 75,790 - 101,335 annuallyFunction: Solutions Engineering & Sales EngineeringSkills: ["Relationship-building","Prioritization","Analytical thinking","Problem-solving","Executive communication"]

Own and expand opportunities within an existing customer base by developing qualified pipeline and progressing deals through the sales cycle to closed won. Partner with license sales and customers using consultative selling to position Salesforce Services as a trusted long-term advisor. Create and communicate entry-point service visions, align account strategy with cross-functional teams, and use industry and business acumen to secure executive-level buy-in on Salesforce Platform value.

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FursaFursa
Salesforce
Salesforce
5 days ago

Associate Account Partner (Financial Services)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Own and expand opportunities within an existing customer base by developing qualified pipeline and progressing deals through the sales cycle to closed won. Partner with license sales and customers using consultative selling to position Salesforce Services as a trusted long-term advisor. Create and communicate entry-point service visions, align account strategy with cross-functional teams, and use industry and business acumen to secure executive-level buy-in on Salesforce Platform value.
Location: Illinois, New York
Workplace: Remote
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Identify and create new qualified opportunities within the current customer base and progress deals through a sales cycle to closed won.
  • •Partner with the license sales team and customers using consultative selling to position Salesforce Services as a long-term trusted advisor.
  • •Create compelling service solutions and communicate entry-point visions that generate business value from customers’ Salesforce investments.
  • •Collaborate with cross-functional selling teams on account strategy and partner with the customer success ecosystem to ensure optimization.
  • •Use industry expertise and business acumen to understand customer motivation, business drivers, and strategic goals.

Pay and Benefits

Salary: USD 75,790 - 101,335 annually
Perks:Paid LeaveHealth InsuranceDentalVisionParental LeaveLife InsuranceDisability Insurance401kEquity

Key Requirements

  • •3+ years of sales experience developing and maintaining relationships with Director, VP, or C-level stakeholders as a trusted advisor.
  • •Experience navigating complex customer situations in large organizations and gaining executive-level buy-in.
  • •Ability to prioritize and perform under pressure with strong attention to detail, analytical, and problem-solving skills.
  • •Ability to facilitate meetings and present to executive audiences clearly and persuasively.
  • •Knowledge of Salesforce applications/platform capabilities and/or experience in the Financial Services industry.
Experience:Financial Services
Skills:Relationship-buildingPrioritizationAnalytical thinkingProblem-solvingExecutive communication
Tech Stack:Salesforce PlatformSalesforceAgentforce

Company Brief

Salesforce
Provides a leading cloud-based customer relationship management (CRM) platform with sales, service, marketing, analytics, and integration tools that empower businesses to manage customer relationships and digital transformation at scale.
Industry: SaaS
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Francisco, United States
Founded: 1999
Glassdoor
Glassdoor: 4.1
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