Associate Account Partner (Financial Services)

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Job Category

Customer Success

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

The Experience
We are looking for an Associate Account Partner to join our growing Professional Services sales team. In this role, you will be empowered to uncover customer needs, position compelling service offerings, and help customers unlock value and achieve success on the Salesforce Platform.

You will generate pipeline by identifying opportunities within our existing customer base, work closely with license sales, and articulate how our services solve customer challenges — enabling them to get the most out of their investment in Salesforce. We are building a team of smart, ambitious professionals committed to customer success in a respectful, healthy environment where integrity and reliability are as important as talent and effort.
 

What You'll Actually Be Doing

• 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

You're Our Person If...

• You have 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.

• You have experience navigating complex customer situations within large organizations and gaining executive-level buy-in.

• You are able to prioritize and perform effectively under pressure, with great attention to detail and strong analytical and problem-solving skills.

• You have expertise facilitating meetings and presenting to executive-level audiences in a concise, inspirational, and convincing manner.

Even Better If...

• You have 3+ years of consultative sales experience, including 2+ years of inside or field sales experience.

• You consistently meet or exceed quota, with experience closing deals on a 2-week to 3-month deal cycle

• You have knowledge of business processes (such as Sales, Marketing, Service, and Support) and the ability to link those processes with product and technical solutions.

• You have knowledge of Salesforce applications, platform features, capabilities, and best use, and/or experience in the Financial Services industry.

• You are comfortable with travel and thrive in a highly collaborative, fast-paced work environment.

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.

At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $75,790 - $101,335 annually. Your recruiter can share more about the specific salary range for the job location during the hiring process. There is a different range applicable to specific work locations. In California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC, the base pay range for this role in those locations is $83,330 - $111,540 per year. Your recruiter can share more about the specific salary range for the job location during the hiring process. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.