Account Partner Director – Strategic Banking, Insurance
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Job Description
Account Partner Director focused on strategic engagements in Banking and Insurance. Leading diverse projects that enhance Salesforce value for key financial clients.
Responsibilities:
- Drive thoughtful, strategic and enterprise level strategy for our most ambitious customers
- Facilitate qualification, deal cycle participation, account reviews and value assessments
- Accountable for bookings, revenue, margin, CSAT, and value delivered
- Enable smooth transition and partnership into our delivery team with effective margins, staffing plans, approach and Salesforce methodology
- Act as a trusted advisor to our customers to accelerate value and improve customer outcomes
- Pilot awareness within a micro-vertical to develop repeatable motions
- Serve as a key SME, leader, and services consultant to our sales teams
- Serve as the liaison between internal and external teams
Requirements:
- 8+ years of experience owning or leading a book-of-business within Enterprise Financial Services
- 8+ years of experience working within a consulting landscape
- Experience selling professional services related to digital transformation
- Experience driving a strategic motion, including value propositions, execution planning, teaming and outcomes based engagements
- Capable of building assets from scratch including marketing, sales and strategy solutions
- Managed the full sales lifecycle for complex professional services within a SaaS environment, maintaining a high performance-to-quota ratio.
- Experience with global procurement leads to settle pricing and deal strategy
- Skilled in maneuvering and working with the C-Suite during a strategy cycle
- Background in delivering critical initiatives and/or programs for a firm-based model or product company
- Degree or equivalent confirmed experience required.
Benefits:
- time off programs
- medical, dental, vision, mental health support
- paid parental leave
- life and disability insurance
- 401(k)
- employee stock purchasing program
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