Associate Account Partner (Financial Services)

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 Salesforce is the #1 AI CRM, where humans with agents drive customer success together.

Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life.

The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce 's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce . The Experience We are looking for an Associate Account Partner to join our growing Professional Services sales team.

In this role, you will be empowered to uncover customer needs, position compelling service offerings, and help customers unlock value and achieve success on the Salesforce Platform.

You will generate pipeline by identifying opportunities within our existing customer base, work closely with license sales, and articulate how our services solve customer challenges — enabling them to get the most out of their investment in Salesforce .

We are building a team of smart, ambitious professionals committed to customer success in a respectful, healthy environment where integrity and reliability are as important as talent and effort.

What You'll Actually Be Doing Identify and create new qualified opportunities within the current customer base, progressing deals through a sales cycle to closed won. Engage with the license sales team and customers using a consultative selling approach that positions Salesforce Services as a long-term trusted advisor.

Create compelling visions and clearly communicate entry-point service solutions to generate significant busin