[Remote] Salesforce Client Partner | Financial Services

Note: The job is a remote job and is open to candidates in USA. Plative is seeking a Client Partner to drive strategic growth and manage key relationships within their Salesforce practice, specifically in the Financial Services vertical. The role involves business development, account management, and collaboration with specialized teams to deliver tailored solutions.

Responsibilities

• Develop and leverage relationships with Salesforce AEs, RVPs, and AVPs to source and close new pursuits through joint-selling motions
• Partner with specialized industry teams to develop and present tailored solutions for clients in Financial Services
• Maintain an existing book of business by conducting regular business reviews and identifying opportunities to deliver incremental value
• Maintain a healthy pipeline (3x monthly quota) and provide high-fidelity 90-day forecasts (Commit, Most Likely, Best Case)
• Work alongside Solution Architects and delivery leadership to uncover user stories and business processes, translating complex Salesforce architecture into actionable executive insights
• Lead the creation of Statements of Work (SOW) and present value-based proposals to C-suite leadership

Skills

• 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)
• 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

Company Overview

Digital-first management consultancy specialized in Salesforce, NetSuite, and AWS It was founded in 2014, and is headquartered in New York, New York, USA, with a workforce of 51-200 employees. Its website is http://www.plative.com/.

Company H1B Sponsorship

Plative has a track record of offering H1B sponsorships, with 2 in 2025, 3 in 2024, 1 in 2023, 7 in 2022, 2 in 2021. Please note that this does not guarantee sponsorship for this specific role.