Client Partner

• Drive thoughtful, strategic and enterprise level strategy for our most ambitious customers
• Facilitate qualification, deal cycle participation, account reviews and value assessments
• Drive awareness within a micro-vertical to develop repeatable motions
• Enable smooth transition and partnership into our delivery team with effective margins, staffing plans, approach and Salesforce methodology
• Serve as a key SME, leader, and professional services consultant to our license sales teams
• Serve as the liaison between internal teams and the customer
• The Account Partner (AP) is accountable for creating and executing a strategy that builds mind-share and broad adoption of Salesforce technologies on his/her assigned accounts
• The AP ensures alignment with Sales and is responsible for developing relationships within his/her account(s) to accelerate value and improve customer outcomes, and help uncover new opportunities for Salesforce
• The AP is accountable for bookings, revenue, margin, CSAT, and value delivered across his/her assigned account(s) and serves a key contact for customer negotiations and escalations
• An Account Partner earns the right to be considered a trusted advisor to the customer by providing execution excellence, intimate knowledge of the business the customer is in, and able to clearly lay out the path the customer needs to take to achieve success
• They independently identify and close opportunities with the primary goal of helping customers generate significant business value from their Salesforce investment
• They are responsible for sourcing and closing Professional Service Business in a region, owning bookings, sales performances, forecasting, managing customer lifecycle, driving adoption through sales activities for new and existing customers, pipeline generation and delivering sales presentations to C-level clients.
• Individually responsible for the success of a specific territory and patch.
• Consistently demonstrates the ability to develop, manage and elevate Accounts to Tier 1 /2
• Accountable for a larger quota
• Utilizes a consultative selling approach across all client levels, particularly C-Suite stakeholders
• Demonstrate strong executive presence and confidence when sharing a strong point of view through effective storytelling
• Ability to move fast and drive results
• Influences leaders and orchestrates internal alignment to provide best solutions
• Flawlessly navigate across all our internal teams to create synergy and alignment in driving the deal to closure maximizing both license and services bookings.

Account Partner Director – Travel, Transportation and Hospitality

• Conduct personnel management activities including performance management
• Create a supportive environment for team engagement
• Implement strategy with senior management
• Collaborate to ensure customer needs are prioritized
• Evaluate current processes for issues and efficiencies
• Manage queries and concerns promptly and effectively

Client Manager

• Work cross-functionally to identify growth opportunities and develop action plans on customer accounts
• Create a monthly pipeline of new business and manage the entire sales cycle including prospecting, outreach, needs analysis, demonstrations, negotiating, and closing business
• Leverage advanced knowledge of paid search, social advertising, OTT/CTV, video advertising, search engine optimization, programmatic display, and retargeting to develop media plans and grow recurring media revenue
• Consult with clients on their overall digital strategy and be able to present recommendations and communicate product value to both business and technical users
• Audit customer websites to recognize areas to optimize with digital solutions that deliver on key performance indicators
• Develop trusted partner relationships with customers to grow revenues over time
• Analyze customer needs and implement strategies tailored to each organization
• Maintain and report regularly on sales activity, revenue forecasts and closing timetables
• Champion customers commitment through implementation phases and guide supporting teams to ensure customer satisfaction and success
• Obtain competitive information and distribute as appropriate to guide marketing and sales strategies

Client Partner, Media & Digital Solutions

• In conjunction with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients
• Reviews and accepts new client relationships based on business line account acceptance policies and procedures
• Provides quality service based on client needs, wants, and expectations
• Works closely with new business development staff, serving as a collaborative business partner
• Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes
• Coordinates the development and implementation of operational changes within the unit
• May be responsible for meeting certain revenue, new business and expense goals
• May manage staff, hire new staff, and/or train staff to successfully meet business objectives

• Assist clients with service and risk management needs
• Manage relationships with clients, prospects, client teams, and producers
• Provide best-in-class service and drive growth
• Serve as the client contact to answer questions, resolve billing issues, and make policy changes
• Respond to clients in a timely and professional manner
• Assist with renewals and remarketing/quoting for clients

Client Manager – Business Insurance

• Drive thoughtful, strategic and enterprise level strategy for our most ambitious customers
• Facilitate qualification, deal cycle participation, account reviews and value assessments
• Accountable for achieving a bookings target while supporting revenue, margin and CSAT metrics
• Serves a key contact for customer negotiations and escalations
• Enable smooth transition and partnership into our delivery team with effective margins, staffing plans, approach and Salesforce methodology
• Act as a trusted advisor to our customers to accelerate value and improve customer outcomes
• Serve as a key SME, leader, and services consultant to our sales teams
• Serve as the liaison between internal and external teams

Account Partner Director – CPG

• Manage existing specialized Federal resellers and SIs.
• Ensure HTB is baked into their Cyber Practice and long-term government contracts.
• Identify and qualify new public sector opportunities.
• Help partners navigate frameworks and government procurement vehicles.
• Support partner sales cycles by navigating complex government procurement processes.
• Collaborate with internal teams to build Federal GTM strategies.
• Lead Quarterly Business Reviews with key Federal partners.
• Facilitate the training of partner sales and technical teams.
• Maintain high data hygiene within our PRM and CRM.

Partner Development Manager, Federal

• Manage a book of business and the business relationship as a strategic consultant for existing accounts
• Renew accounts and sell new products and services to ensure retention and growth of profitable business.
• Manage relationships at senior levels with clients, consultants and brokers/producers
• Develop, implement and execute business plans and metrics for retaining and growing membership

See all jobs on JobTailor

Account Partner Director – Travel, Transportation and Hospitality

Client Manager

Client Partner, Media & Digital Solutions

Client Manager

Client Manager – Business Insurance

Account Partner Director – CPG

Partner Development Manager, Federal

Client Manager