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Department: Sales

Salesforce Client Partner, Financial Services


New York, NY, Remote

About Us:

At Plative, our mission is to make a global impact by improving our client’s performance.

Plative Inc. is a digital-first management consulting firm with a global footprint that offers advisory, professional services, and project implementation to some of the world’s leading companies across Financial Services, Professional Services, Nonprofit, Technology, Media, and Manufacturing industries.

Plative is a Gold partner, Premium partner, Oracle NetSuite Alliance partner, and Amazon Web Services Consulting Network partner.

Job Description:

Plative has a long list of financial services clients that rely on us to deliver stellar results and continuously develop and iterate on their technology infrastructure. The Salesforce Account Executive- Financial Services will act as a liaison between Plative and our financial services clients in the New York City/Tristate area, as well as a knowledgeable advisor to new financial services prospects. This individual will ideally have a background in direct corporate finance (private equity, hedge fund, investment bank) or similar experience selling to these types of companies in order to be able to break down highly technical concepts into functional business logic that our clients will be able to understand and apply to their firms.


Your primary source of new opportunities will come directly from Salesforce Financial Services Account Executives and Regional Vice Presidents. This means that a large aspect of your day to day responsibility will be building new and sustaining existing relationships internally at Salesforce. This will require local travel to and from Salesforce offices, client locations, and conferences on a regular basis.


On a day to day basis, you will interact with our partners, as well as our clients to generate new projects, scope those projects with the help of our pre-sales engineering resources, build SOWs/proposals, and present these proposals to our clients.

Responsibilities Include:

  • Develop and leverage internal relationships at Salesforce with AEs, RVPs, and AVPs
  • Meet and exceed targeted sales goals in excess of >$1.2mm per year
  • Produce and consistently manage a healthy pipeline with accurate next steps and close dates
  • Create and Generate SOWs to accurately encompass projects
  • Presenting proposals and SOWs to key executives
  • Abide by Plative' scoping methodology to uncover business processes, user stories, and use cases for Salesforce
  • Remain responsible for lead and pipeline generation targets
  • Travel when required to your territory and visiting key salesforce contacts and customers.  

Basic Qualifications:

  • 3+ Years experience full life cycle in B2B SAAS or Software Services sales
  • 2+ years background in corporate finance
  • Functional understanding of private equity, hedge fund, investment banking
  • 2+ years experience delivering complex proposals to various audiences.
  • Stellar presentation skills
  • High level executive presence


Desired Qualifications:

  • Professional Salesforce Experience
  • Functional understanding of wealth management, mortgage, and/or alternative lending as well as corporate finance
  • Experience in management consulting or technology consulting
  • Demonstrated ability to create stellar proposals
  • Experience selling to C-level executives at mid market financial services companies.

Plative Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Plative is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

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