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Plative · 4 days ago

Senior Salesforce Client Partner - Financial Services

United States

Full-time

Remote

Senior Level

5+ years exp

Plative is a company focused on growing its Financial Services practice, and they are seeking a Senior Salesforce Client Partner to drive new business through existing Salesforce relationships. The role involves developing client relationships, managing a sales pipeline, and collaborating with internal teams to deliver business solutions.

Cloud ComputingConsultingCRMEnterprise Resource Planning (ERP)

Growth Opportunities

Hiring Manager

Joan C.

Responsibilities

Develop new relationships and leverage internal relationships at Salesforce with Account Executives (AEs), Regional Vice Presidents (RVPs), and Area Vice Presidents (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 building the book of business

Partner with the Salesforce Financial Services team to develop and present solutions to customers in capital markets, wealth management, insurance, banking, and fintech industries, leveraging Agentforce Sales, Agentforce Service, Agentforce Revenue Management, and Data 360

Produce and consistently manage a healthy pipeline of $3X$ the monthly quota with accurate next steps and close dates in as close to real-time as possible

Maintain an accurate forecast of the business, reporting Commit, Most Likely, and Best Case opportunities on a rolling 90-day period with high fidelity

Develop and maintain account plans, tier accounts, and cover the territory of existing accounts to reliably generate upsell pipeline across Agentforce 360

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, including those leveraging Salesforce AI and Agentforce Revenue Management, into clear, actionable insights that highlight business impact and resonate with executive leadership

Qualification

Salesforce ecosystem experienceFinancial services salesC-level executive sellingBusiness value sellingSales methodology expertiseProfessional Services experienceTechnical aptitudeCreative problem-solvingRelationship buildingCollaboration