Senior Salesforce Client Partner – Financial Services

The Sr. Salesforce Client Partner – Financial Services will be responsible for continuing to grow our Financial Services practice through sourcing and closing opportunities from their extensive network of Salesforce connections and relationships. As a Sr. Client Partner, the individual will also cross-sell and up-sell into an existing book of business by building and maintaining client relationships, conducting business reviews, and pitching new projects to deliver business value. Our ideal candidate is a creative problem-solver who thinks outside the box, is willing to collaborate closely with Salesforce on joint pursuits to win deals, and partner with a cross‑functional internal team to write the Statement of Work (SOW) and present to business leaders.

Responsibilities Include :

• Develop new relationships and leverage internal relationships at Salesforce with Account Executives (AEs), Regional Vice Presidents (RVPs), and Area Vice Presidents (AVPs) to source and close new pursuits. This includes commuting to and from the Salesforce New York tower in Bryant Park once per week or more as required while building the book of business.
• Partner with the Salesforce Financial Services team to develop and present solutions to customers in capital markets, wealth management, insurance, banking, and fintech industries, leveraging Agentforce Sales, Agentforce Service, Agentforce Revenue Management, and Data 360.
• Produce and consistently manage a healthy pipeline of $3X$ the monthly quota with accurate next steps and close dates in as close to real‑time as possible.
• Maintain an accurate forecast of the business, reporting Commit, Most Likely, and Best Case opportunities on a rolling 90‑day period with high fidelity.
• Develop and maintain account plans, tier accounts, and cover the territory of existing accounts to reliably generate upsell pipeline across Agentforce 360.
• Partner with Plative Solution Architects, delivery leadership, and engineering to uncover business processes, user stories, and use cases for Salesforce pursuits.
• Simplify complex Salesforce architecture proposals, including those leveraging Salesforce AI and Agentforce Revenue Management, into clear, actionable insights that highlight business impact and resonate with executive leadership.

Basic Qualifications :

Desired Qualifications :

How You’ll Embody Our Core Values

Plative Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Plative is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

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