Client Partner for Financial Services|Plative (Canada)

Client Partner for Financial Services|Plative (Canada)

05 Aug
|
Plative
|
Canada

05 Aug

Plative

Canada

Plative is seeking a Client Partner to enhance strategic growth within our Salesforce practice focused on Financial Services. Leverage existing networks for business expansion and manage pivotal client relationships.
This role emphasizes building connections within financial services while driving sales initiatives. Candidates should possess over five years in solution-selling, applying AI in both work and life. You will partner with specialized teams, maintain client accounts, and forecast sales pipelines accurately.
Key Responsibilities:
• Develop relationships with Salesforce AEs for new opportunities
• Present tailored solutions created with industry teams
• Conduct business reviews to add value for clients




• Maintain a healthy sales pipeline with accurate forecasts
• Collaborate with architects to translate solutions into insights
Requirements:
• AI-native mindset with practical AI applications
• 5+ years in Qualified Services or solution-selling
• 2+ years of Salesforce ecosystem experience
• Proven C-level sales success in Financial Services
• Knowledge of disciplined sales methodologies
Bring your expertise and authentic self to drive impactful solutions at Plative.
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📌 Client Partner for Financial Services|Plative (Canada)
🏢 Plative
📍 Canada

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