Client Partner, Financial Services



Chicago, IL

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  • #JR170694

    Position summary

    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 Group

    Job Details

    Salesforce Professional Services helps customers transform and build what’s next for business - with technology. We seek an experienced strategic business leader with shown success who can lead the Board of Directors and C-suite of our customers to transform business, operations, and technology to drive business outcomes. As a trusted advisor, they will champion and be responsible for executive customer relationships and delivery of progressive programs with our most strategic customers, partners, and technical delivery leaders. They will be responsible for coordinating adoption and consumption of our technology, building and leading customer relationships, CSAT, and service delivery.

    The ideal candidate will bring diverse IT and/or Management Consulting background and knowledge of industry trends, demonstrating this credibility as a strategic advisor to our customers, partners, and internal teams across Salesforce.

    The candidate will be able to craft innovative, forward-looking strategies while clearly defining the path forward, leading the changes to IT strategy, policies, processes, people, governance and partnerships.

    In this role, you will be the voice of the customer to craft and implement a strategy to build mind-share and broad adoption of Salesforce technologies. Critical to the role is the ability to think strategically about business, product, and technical challenges as you drive customers’ efficiencies, cost savings, and quick innovation available on the Salesforce platform.


    • Actively participate in the pursuit process of our large scale deals, working cross-functionally within Salesforce to ensure we are selling what we can deliver as aligned with the customer’s objectives; work with teams to deliver the pitch, define scope/team and supply to pricing and contractual arrangements.

    • Work hand in hand with internal teams (Sales, Success, TMP and Support) to develop and lead strategy and drive customer adoption initiatives. Maintain through the life of the relationship.

    • Responsible for communications with the client and within Salesforce up to the CxO level regarding expectations, performance, governance and issue customer concern/resolution during the course of delivery to ensure success.

    • Accountable for leading all aspects of end-to-end service delivery and ensuring all contractual commitments are met. Works with the customer to amend and approve changes as vital.

    • Drive ambitious changes needed to achieve the customers' objectives, advised by deep industry and product expertise.

    • Effectively leads and encourages the Salesforce Professional Services team members engaged in the services delivery. Mentor and develop the team.

    • Anticipates, mitigates, and handles risk to Salesforce and the customer.

    • Participates in the continued development of internal processes, artifacts and methodologies to support service delivery to our most strategic customers.

    • The CP will be responsible for evaluating opportunities on their accounts and perform a detailed argument analysis to resolve type and number of resources required to successfully complete a collection strategy.

    • The CP ensures alignment with Sales and is responsible for developing multi-threaded executive relationships within their account(s) to accelerate value and improve customer outcomes, and help uncover new opportunities for Salesforce.

    • The CP is accountable for bookings, revenue, margin, CSAT, and value delivered across their assigned account(s) and serves as the “point person” for all customer negotiations and any issues that get escalated.


    • 10+ years of demonstrated ability leading enterprise-level technology transformation programs at Fortune 500 companies

    • 15+ years of relevant consulting experience in professional services, including business development, management of client relationships and delivery oversight.

    • 10+ years of experience leading, managing, mentor, and developing staff

    • Experience working with the Financial Services industry, specifically Insurance and Wealth Management, is considered an asset

    • Experience with Salesforce products/platform

    • Experience working with customers to understand and solve their most pressing business challenges

    • Knowledge of the concepts, practices, procedures, and deliverables associated with system development, implementation, and operational readiness.

    • Knowledge of technical competence to work with technical teams to develop comprehensive operational plans and address technical issues

    • Significant experience leading C-suite relationships at customers

    • Experience working on pursuit teams and owning the proposal development process

    • Executive-level interpersonal skills, written and oral

    • Travel up to 50% (While travel is a requirement of the role, due to COVID-19, non-essential travel has been suspended)

    • Degree or equivalent meaningful experience required. Experience will be evaluated based on the core proficiencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)


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

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    Salesforce, Inc. 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. Salesforce, Inc. and do not accept unsolicited headhunter and agency resumes. Salesforce, Inc. and will not pay any third-party agency or company that does not have a signed agreement with Salesforce, Inc. or

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    Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.For California-based roles, the base salary hiring range for this position is $174,900 to $303,200.Compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience.Certain roles may be eligible for incentive compensation, equity, and benefits. More details about our company benefits can be found at the following link:

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    About the company

    Industry: Technology: Software

    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, ...

    Why you should apply for a job to Salesforce:

  • 63% say women are treated fairly and equally to men

  • 70% would recommend this company to other women

  • 81% say the CEO supports gender diversity

  • Ratings are based on anonymous reviews by Fairygodboss members.
  • Time off and leaves

  • Perks, such as discounts, commuter benefits & educational reimbursement

  • Mental health, parenting and childcare resources