, Inc Account Partner, Director - Financial Services in New York, New York

Job CategoryCustomer Success Group

Job Details

The CSG Account Partner (AP) Director for Success Cloud Sales is a proven, passionate, strategic sales leader. The AP is responsible for selling the full portfolio of Success Cloud offerings to designated accounts. The AP must be a strategic thinker with exceptional enterprise, commercial, and cross-functional skills, demonstrate high energy, and have strong sales management experience. The AP is responsible for earning the right to be a trusted advisor to the customer, with the primary goal of helping customers generate significant business value from their Salesforce investment. This individual will be expected to understand and manage our customers throughout their lifecycle, driving adoption through sales activity for new and existing customers; this will include pipeline generation and delivering sales presentations to C-level clients. The primary measurement of success for this role will be YOY growth in overall services bookings and revenue.


  • Exceed CSG Success Cloud growth and bookings, ensure organizational health and customer satisfaction goals as a regional leader

  • Utilize industry expertise and business acumen to understand a customer's motivation, business drivers, strategic goals and objectives, and desired business outcomes

  • Engage customers, especially C-Level, using a consultative selling approach that positions Salesforce and yourself as a long-term trusted advisor relationship

  • Create a compelling vision and clearly communicate our transformative solutions with the goal of generating significant success and business value from a customer's investment in the Salesforce Platform

  • Develop and manage a territory plan and a personalized account plan for each customer, which aligns with their business goals. Forecast accurately and timely, build a pipeline and progress opportunities to deliver Success Cloud YOY revenue growth

  • Form a strong relationship with the License Sales organization and regional Alliances/Partner organizations that are instrumental to success

  • Be a recognized role model for collaboration, leadership and overall business results

As an Account Partner Director, you:

  • are internally and externally recognized as business contributor, industry or product specialist.

  • have high level of knowledge of emerging business / industry trends, competitive direction and product direction.

  • determine the best customer success approach based on general direction from senior management.

  • work on complex business issue and initiatives that require business or industry knowledge.

  • act as an advisor on complex issues and initiatives, exercising discretion and latitude in reaching their goals. Leads cross functional teams and mentors others.

Preferred Qualifications & Skills:

  • 10+ years of consultative sales experience with a proven record of consistently exceeding quota

  • Of which, 5+ years experience selling and/or delivering professional services for a strategic consulting firm or large scale system integrator

  • BA/BS or equivalent; MBA is a plus

  • Demonstrated ability to develop and maintain C-level relationships where you are recognized as a trusted advisor

  • Experience growing accounts with large and complex pursuits ($M+)

  • Highly collaborative and excels in a complex, matrixed environment

  • Team player with strong interpersonal skills

  • Ability to thrive in a fast-paced, unpredictable environment

Leadership Qualities:

  • PASSION: Passionate about Customer Success

  • BEGINNERS MIND: Always learning, approaches each interaction with open mind, great listener and hands-on

  • THOUGHT LEADER: Strong point of view and executive presence. Confident, but not arrogant, great storyteller

  • URGENCY: Ability to move fast and drive business value and results

  • OHANA: Embodies Aloha culture: A team player that everyone enjoys working with and has a generous heart

  • TRUST: Trust the company‚Äôs core values

  • ADAPTABLE: Excels in high levels of uncertainty and change

About Salesforce:

Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way. The company was founded on three disruptive ideas: a new technology model in cloud computing, a pay-as-you-go business model, and a new integrated corporate philanthropy model. These founding principles have taken our company to great heights, including being named one of Forbes's "World's Most Innovative Company" five years in a row and one of Fortune's "100 Best Companies to Work For" eight years in a row. We are the fastest growing of the top 10 enterprise software companies, and this level of growth equals incredible opportunities to grow a career at Salesforce. Together, with our whole Ohana (Hawaiian for "family") made up of our employees, customers, partners and communities, we are working to improve the state of the world.

Posting Statement and are Equal Employment Opportunity and Affirmative Action Employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Headhunters and recruitment agencies may not submit resumes/CVs through this Web site or directly to managers. and do not accept unsolicited headhunter and agency resumes. and will not pay fees to any third-party agency or company that does not have a signed agreement with or

Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way. We are the fastest growing of the top 10 enterprise software companies, the World's Most Innovative Company according to Forbes, and one of Fortune's 100 Best Companies to Work For six years running. The growth, innovation, and Aloha spirit of Salesforce are driven by our incredible employees who thrive on delivering success for our customers while also finding time to give back through our 1/1/1 model, which leverages 1% of our time, equity, and product to improve communities around the world. Salesforce is a team sport, and we play to win. Join us!