Our client, a boutique Salesforce consulting firm that specializes in Financial Services and Real Estate is looking for a Client Advisor to generate business at new accounts and expand business at existing accounts within a specified financial vertical. This role is a mix of hunting/direct selling, farming, and joint selling by leveraging and developing relationships within the Salesforce ecosystem, specifically the Salesforce Account Executives. We are looking for someone who will demonstrate a proven track record for solution selling or consultative selling of technology solutions while building trusted relationships with customer decision-makers and partners.

  • Proactively approach the designated market segment through active leadership in industry and community organizations
  •  Identify/Develop key strategies for specific customers and market segments
  • Develop and maintain strong, trusted, and mutually beneficial relationships with Salesforce reps and the Salesforce community
  •  Learn and understand the business and technical requirements of clients in order to sell effective solutions that drive business value and have clear ROI
  • Establish and maintain relationships at all client levels, including C-suite
  •  Manage all phases of the sales cycle, including business development, lead identification, qualification, scope construction, proposal development, client presentations, and contract negotiation as well as meet and exceed services booking quotas
  •  Actively pursue and hunt for new business opportunities within existing accounts as well as identify and win new business while accurately forecasting and delivering on sales within the specified market segment
  •  Understand the customer’s business model, growth objectives, and customer experience strategy while positioning company offerings and expertise to assist in accomplishing those goals
  •  Effectively orchestrate key areas of expertise throughout the sales process while building, maintaining, and strengthening trusted client relationships to ensure an ongoing relationship with the customer
  • Develop and foster strong relationships with the channel partners to drive opportunities and maintain alignment during and post-sales cycles. Build a trusted partner relationship with Salesforce AEs
  • Create an effective roadmap for achieving business goals and negotiate and close Opportunities


Skills & Qualifications

  • Bachelor’s degree and/or equivalent combination of education and work experience
  • 3+ years experience in complex services sales, solution selling, strategic accounts selling
  •  Candidates with prior experience in SaaS or On-Demand Industry
  •  Financial Services experience preferred
  • Strong communication skills
  •  Proven track record of successful solutions-oriented sales
  • Strategic account planning and execution skill
  •  Proven track record of meeting and exceeding quotas
  • Professional Services sales experience selling through a channel environment
  • Prior experience in front office business application sales, preferable in a cloud application environment (CRM, HCM, etc.)
  •  Passion to introduce and drive disruptive solutions to help customers evolve and transform into digital-first organizations
  • This is a direct sales role. Superior communication skills (both for internal and external clients), very strong leadership qualities and a team-oriented approach to selling is essential
  •  Experience in Financial Services
  •  Existing working relationship with ecosystem Sales Teams is preferred
  • Prior experience in services delivery or management consulting is a plus

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