The Sr. Salesforce Client Partner – Financial Services will be responsible for continuing to grow our Financial Services practice through sourcing and closing opportunities from their extensive network of Salesforce connections and relationships. As a Sr. Client Partner, you will also cross-sell and up-sell into an existing book of business by building and maintaining client relationships, business reviews, and pitching new projects to deliver business value. Our ideal candidate is a creative problem-solver who thinks outside the box, is willing to roll up their sleeves to partner with Salesforce on joint pursuits to win deals, and collaborate with a cross-functional internal team to write the Statement of Work (SOW) and present to business leaders.
Responsibilities Include:
- Develop new relationships and leverage internal relationships at Salesforce with AEs, RVPs, and AVPs to source and close new pursuits, this includes commuting to and from the Salesforce New York tower in Bryant Park once per week or more as required while you’re building your book of business.
- Partner with Salesforce Financial Services team to develop and present solutions to customers in capital markets, wealth management, insurance, banking and fintech industries
- Produce and consistently manage a healthy pipeline of 3X your monthly quota with accurate next steps and close dates in as close to real-time as possible.
- Maintain an accurate forecast of your business, reporting Commit, Most Likely, and Best Case opportunities on a rolling 90-day period with high fidelity
- Develop and maintain account plans, tier your accounts, and cover your territory of existing accounts to reliably generate upsell pipeline
- Partner with Plative Solution Architects, delivery leadership, and engineering to uncover business processes, user stories, and use cases for Salesforce pursuits
- Simplify complex Salesforce architecture proposals into clear, actionable insights that highlight business impact and resonate with executive leadership.
Basic Qualifications:
- 5+ years experience full life cycle in Services or solution-selling sales
- 2+ years experience selling into wealth, asset management, and/or capital markets firms
- 2+ years experience selling in the Salesforce ecosystem
- Experience selling to C-level executives at mid-market to enterprise-level companies within the financial services space
- Adhere to and demonstrate expertise with a disciplined sales methodology (MEDDIC/MEDDPIC, Sandler, Spin, etc.)
Desired Qualifications:
- Professional Services experience at a Salesforce solution implementer
- Hands-on experience in front or back-office for capital markets, wealth management, insurance, banking and fintech industries
- Track record of business value selling and quantifying impact/ROI in your solutions
- Strong technical aptitude or experience selling as a Solutions or Sales Engineer
Plative Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Plative is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
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