Financial Services Client Partner Role (Ottawa)

Financial Services Client Partner Role (Ottawa)

19 Aug
|
Plative
|
Ottawa

19 Aug

Plative

Ottawa

Drive success as a Client Partner at Plative, focusing on our Salesforce practice in Financial Services. Your role is essential in bridging technical solutions with business value, enhancing client synergy.This position demands a strategic mindset with a proven track record of at least five years in solution-selling. You'll work closely with specialized industry teams and manage existing client relationships while deploying AI tools effectively in your processes. Your ability to cultivate new business opportunities is crucial.Key Responsibilities:Build relationships to source current sales opportunitiesPartner with teams to present customized client solutionsMaintain and grow existing accounts through value additionOversee a robust sales pipeline and accurate forecastsCollaborate to uncover and define user storiesRequirements:AI-focused mindset with hands-on automation skills5+ years of experience in solution-sellingStrong knowledge of Salesforce ecosystem interactionsProven sales record with C-suite in Financial ServicesFamiliarity with sales methodologies like MEDDPICCYour guidance and insight will contribute to impactful client engagements at Plative.#J-18808-Ljbffr

📌 Financial Services Client Partner Role (Ottawa)
🏢 Plative
📍 Ottawa

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