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Client Partner (Professional Services)

Dallas, TX, United States

Salesforce Professional Services helps customers transform and build what’s next for business - with technology. We seek an expert 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 lead account planning, be heavily involved in presales and work collaboratively with industry authorities to assemble well-thought out strategies for our Insurance customers. 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, owning 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.

Your Impact

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 escalation/resolution during the course of delivery to ensure success.

Accountable for supervising end-to-end service delivery and ensuring all contractual commitments are met. Works with the customer to amend and approve changes as necessary.

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

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

Anticipates, mitigates, and leads 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.

Minimum Requirements

10+ years experience 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

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 participating in the proposal development process

Travel up to 50%

Degree or equivalent relevant 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.)

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