Description
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.
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.
How You’ll Embody Our Core Values At Plative, our core values shape how we work, collaborate, and grow. As part of the team, you will:
-
Put People First: Build trusted relationships with clients and mentor teammates.
-
Grow Together, Win Together: Share knowledge, celebrate wins, and elevate others.
-
Bring Your Authentic Self to Work: Foster openness, empathy, and integrity in every interaction.
-
Take the Path You’ll Be Proud Of: Deliver excellence, own outcomes, and learn from challenges.
-
Push Boundaries, Blow Minds: Design creative, scalable solutions that drive real impact.
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.
Plative Inc. 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.
Similar jobs
Est. 120,000 USD
The Salesforce Client Partner - will be responsible for continuing to grow our Salesforce practice by sourcing and closing opportunities from their extensive network of Salesforce connections and relationships. As a Clie…
As Associate Director of Financial Services at Plative, you will report to our Senior Director of Salesforce Delivery and will lead our Salesforce Financial Services consulting practice. Associate Directors at Plative ar…
The Delivery Manager at Plative is a tri-functional lead responsible for the success of Salesforce implementation projects. This role sits at the intersection of leadership and execution, requiring a balance of portfolio…
At Plative, we believe in the power of human-centered innovation. We’re looking for a highly motivated and detail-oriented Salesforce Consultant to join our team of Plativites. In this role, you will design and deliver s…
Plative is hiring Account Managers (AMs) to take ownership of our existing client portfolio and drive growth through renewals, expansions, and transitions from “Transform” (project-based work) to “Innovate” (managed serv…
Est. 120,000 USD
As a Senior Technical Project Manager, you will be responsible for managing a portfolio of Salesforce implementation projects with a wide variety of clients. Candidates for this role should possess strong Salesforce plat…
Own and grow Plative's Salesforce banking practice for mid-market and regional banks and credit unions. You'll be the face of banking in the market, shaping our offering, partnering with Salesforce, and helping win and s…
As a Principal Consultant specialized in Agentforce Revenue Management, you will lead delivery excellence across a portfolio of complex enterprise implementations for our clients. In this role, you will provide visible l…
Senior Salesforce Developer and AI EngineerPlative is looking for a Senior Salesforce Developer with strong AI engineering experience to join our delivery team. This is a technical, hands-on role for someone who builds i…
Manager, Solution Architects (Pre-Sales) The Manager of Solution Architects owns both the quality of Plative's pre-sales technical practice and the output of the SA team. This is an active, hands-on leadership role. You…
The Senior Director, Delivery owns the strategic, financial, and organizational performance of Plative’s delivery team spanning FINS, CBS, TMT, and Nonprofit, each led by a Delivery Director. The Senior Director is accou…
Plative is hiring Account Managers (AMs) to take ownership of our existing client portfolio and drive growth through renewals, expansions, and transitions from “Transform” (project-based work) to “Innovate” (managed serv…
As a Delivery Manager at Plative, you will own the delivery outcomes of a pod of NetSuite consultants and serve as a trusted advisor to your clients. You will report to the Director of NetSuite Delivery and are responsib…
As a Senior NetSuite Consultant at Plative, you will act as a strategic advisor, implementing sophisticated NetSuite solutions for our portfolio of clients. While technical knowledge (scripting/workflows) is a "nice-to-h…
NetSuite Developer The NetSuite Developer is responsible for the configuration and implementation of the brand-new NetSuite ERP solution based on business requirements and existing operational models. The ideal candidate…
At Plative, our greatest asset is our amazing team — we pride ourselves on hiring top-notch talent and fostering an environment where everyone can truly be themselves at work. We are an AI-native consulting firm that goe…
As a Senior NetSuite Consultant at Plative, you will act as a Subject Matter Expert for our growing Field Service Management (FSM) and Manufacturing practice. This is a high-impact, client-facing role designed for a "Con…
Est. 120,000 GBP
Salesforce Solution Architect (Client & Digital) – Asset & Wealth Management Who we are Alpha Financial Markets Consulting (Alpha) is the leading consultancy to the asset and wealth management industry. Over the…
As a Senior NetSuite Project Manager at Plative, you will take ownership of client success across NetSuite ERP and custom engagements. This is a high-visibility, client-facing role for an accountable project leader who c…
As a Senior NetSuite Consultant at Plative, you will be advising and implementing NetSuite solutions to our portfolio of customers. Candidates for this role should possess a deep knowledge of NetSuite's capabilities in t…
Interested in joining one of Canada’s top performing asset managers? We are looking for a Salesforce Solution Architect for an existing vacancy in our IS department. Joining as the Salesforce Solution Architect as part o…
Interested in joining one of Canada’s top performing asset managers? We are looking for a Salesforce Solution Architect for an existing vacancy in our IS department. Joining as the Salesforce Solution Architect as part o…
Est. 110,000 USD
Salesforce Solution Consultant Location: Remote Candidates must be authorized to work in the United States for the duration of employment without requiring current or future employer sponsorship of any kind, including bu…
Est. 111,000 USD
Founded in 2004, NetBrain is the leader in no-code network automation. Its ground-breaking Next-Gen platform provides IT operations teams with the ability to scale their hybrid multi-cloud connected networks by automatin…
Est. 158,500 USD
At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their competition and the market.…
BeyondTrust is a place where you can bring your purpose to life through the work that you do, creating a safer world through our cybersecurity SaaS portfolio. Our culture of flexibility, trust, and continual learning mea…
Why NeuraFlash, Part of Accenture: At NeuraFlash, Part of Accenture, we are redefining the future of business through the power of AI and groundbreaking technologies like Agentforce. As a trusted leader in AI, AWS, and S…
We're hiring a AI Architect to design and deliver agentic, LLM-powered systems for our clients. This is a hands-on, client-facing role focused primarily on generative AI and agentic workflows, with traditional machine le…
At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their competition and the market.…
Est. 100,000 USD
Salesforce Developer Location: Remote Candidates must be authorized to work in the United States for the duration of employment without requiring current or future employer sponsorship of any kind, including but not limi…