Salesforce Client Partner | Financial Services

Key Responsibilities

• Business Development & Sourcing: Develop and leverage relationships with Salesforce AEs, RVPs, and AVPs to source and close new pursuits through joint-selling motions.
• Vertical Strategy: Partner with specialized industry teams to develop and present tailored solutions for clients in Financial Services.
• Account Management: Maintain an existing book of business by conducting regular business reviews and identifying opportunities to deliver incremental value.
• Pipeline & Forecast Management: Maintain a healthy pipeline (3x monthly quota) and provide high-fidelity 90-day forecasts (Commit, Most Likely, Best Case).
• Solution Collaboration: Work alongside Solution Architects and delivery leadership to uncover user stories and business processes, translating complex Salesforce architecture into actionable executive insights.
• Engagement Leadership: Lead the creation of Statements of Work (SOW) and present value-based proposals to C-suite leadership.

Basic Requirements

• AI-native mindset. You use AI as everyday leverage in both work and life, with clear opinions on what works and what does not. You stay current on frontier-model progress, go beyond prompting to building lightweight tools and automations, and you enjoy sharing practical, real examples with teammates and clients.
• Experience: 5+ years in full-cycle Professional Services or solution-selling.
• Ecosystem Knowledge: 2+ years of experience specifically selling within the Salesforce ecosystem.
• Vertical Expertise: Proven track record selling to C-level executives within the Financial Services sectors.
• Methodology: Demonstrated expertise in a disciplined sales methodology (e.g., MEDDPICC, Sandler, or SPIN).

Preferred Skills

• Experience working at a Salesforce Solution Implementer (Consulting Partner).
• Strong technical aptitude with the ability to quantify ROI and business impact.
• Background in Sales Engineering or Solution Architecture.

Compensation

Compensation is competitive and benchmarked to the market. Exact ranges vary by region and will be discussed during the initial interview process.

AI Disclosure & Hiring Practices

Plative uses AI-powered tools to support our recruitment process. However, AI tools never replace human judgment; all hiring decisions are made entirely by our Talent Team.

About the Role

We are seeking a Client Partner to drive strategic growth and manage key relationships within our Salesforce practice. This role is pivotal in bridging the gap between complex technical solutions and high-level business value, specifically focusing on our Financial Services vertical. The ideal candidate will leverage an extensive network of Salesforce connections to source new opportunities while simultaneously growing an existing book of business through strategic cross-selling and up-selling.

Benefits

At Plative, we believe in creating a supportive and inclusive environment where everyone can thrive. We offer a range of benefits to help you balance your work and personal life, including:

• Flexible work arrangements
• Competitive compensation and benefits package
• Professional development opportunities
• Employee resource groups
• Work-life balance initiatives

Schedule

Our team operates on a flexible schedule to accommodate different lifestyles and preferences.

Qualifications

While not all qualifications may apply to every position, the following are essential for this role:

• Proven success in full-cycle Professional Services or solution-selling
• Experience selling within the Salesforce ecosystem
• Track record of success selling to C-level executives in the Financial Services sector
• Expertise in a disciplined sales methodology (e.g., MEDDPICC, Sandler, or SPIN)

Skills

The ideal candidate will possess the following skills:

• AI-native mindset
• Technical aptitude for quantifying ROI and business impact
• Background in Sales Engineering or Solution Architecture

Plative

Plative is an equal opportunity employer. We welcome applicants of all backgrounds and do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected characteristic. We are also committed to fair employment practices regarding citizenship and immigration status.