Salesforce Client Partner | Financial Services

We are seeking a Client Partner to drive strategic growth and manage key relationships within our Salesforce practice. This role is pivotal in bridging the gap between complex technical solutions and high-level business value, specifically focusing on our Financial Services vertical. The ideal candidate will leverage an extensive network of Salesforce connections to source new opportunities while simultaneously growing an existing book of business through strategic cross-selling and up-selling.

Key Responsibilities

Business Development & Sourcing: Develop and leverage relationships with Salesforce AEs, RVPs, and AVPs to source and close new pursuits through joint-selling motions. Vertical Strategy: Partner with specialized industry teams to develop and present tailored solutions for clients in Financial Services. Account Management: Maintain an existing book of business by conducting regular business reviews and identifying opportunities to deliver incremental value.

Pipeline & Forecast Management: Maintain a healthy pipeline (3x monthly quota) and provide high-fidelity 90-day forecasts (Commit, Most Likely, Best Case). Solution Collaboration: Work alongside Solution Architects and delivery leadership to uncover user stories and business processes, translating complex Salesforce architecture into actionable executive insights. Engagement Leadership: Lead the creation of Statements of Work (SOW) and present value-based proposals to C-suite leadership.

Requirements

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.

, MEDDPICC, Sandler, or SPIN). Preferred Skills 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. How You’ll Embody Our Core Values At Plative, our core values shape how we work, collaborate, and grow. As part of the team, you will: Put People First: Build trusted relationships with clients and mentor teammates.

Grow Together, Win Together: Share knowledge, celebrate wins, and elevate others. Bring Your Authentic Self to Work: Foster openness, empathy, and integrity in every interaction. Take the Path You’ll Be Proud Of: Deliver excellence, own outcomes, and learn from challenges.

Push Boundaries, Blow Minds: Design creative, scalable solutions that drive real impact.

Compensation

is competitive and benchmarked to the market. Exact ranges vary by region and will be discussed during the initial interview process. AI Disclosure & Hiring Practices Plative uses AI-powered tools to support our recruitment process.

However, AI tools never replace human judgment; all hiring decisions are made entirely by our Talent Team. Plative Inc. is an equal opportunity employer.

We welcome applicants of all backgrounds and do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected characteristic. We are also committed to fair employment practices regarding citizenship and immigration status.