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Account Partner Director, Financial Services – Affirmative Action Vacancy For Women image - Rise Careers
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Account Partner Director, Financial Services – Affirmative Action Vacancy For Women

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Customer Success

Job Details

About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

Although all qualified candidates are invited to apply and will be given equal consideration, this vacancy is preferably intended for women (regardless of sexual orientation or gender identity, age, race or ethnicity, and disability).

Location: Sao Paulo (hybrid)

Industry: Financial Services (Enterprise)

The CSG Account Partner (AP) Director is a passionate and strategic sales leader. This person will sell the full portfolio of Success Cloud offerings to designated accounts. The AP must be a strategic problem solver with enterprise, commercial, and cross-functional skills, demonstrate high energy, and have strong sales management experience. The AP will earn 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 encouraged to understand and handle 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.

Responsibilities:

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

  • Use industry expertise and business sense 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

  • Build 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 handle 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 positive 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 and product direction.

  • settle 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.

Basic Qualifications & Skills:

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

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

  • Experience with financial services companies in Public Sector Industry selling Salesforce Professional Services

  • 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

  • Great teammate with strong interpersonal skills

  • Ability to thrive in a fast-paced environment

Accommodations

If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.

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.

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CULTURE VALUES
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Feedback Forward
Take Risks
Collaboration over Competition
BENEFITS & PERKS
Medical Insurance
Dental Insurance
Vision Insurance
Paid Time-Off
Maternity Leave
Paternity Leave
Mental Health Resources
Life insurance
Disability Insurance
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Employee Resource Groups
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
April 15, 2025

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