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Account Director, Financial Services (Remote)

Remote: 
Full Remote
Contract: 
Experience: 
Senior (5-10 years)
Work from: 

Offer summary

Qualifications:

5+ years experience selling to C-suite in Financial Services, Salesforce certifications are an asset, Experience in managing complex projects, Bilingual French and English is a plus.

Key responsabilities:

  • Drive sales growth and client acquisition
  • Oversee the delivery of client work and ensure satisfaction
CloudKettle logo
CloudKettle Startup https://cloudkettle.com/
11 - 50 Employees
See more CloudKettle offers

Job description


Account Director, Financial Services (Remote)
About CloudKettle

CloudKettle is a fast growing, boutique Salesforce partner, specialized in servicing enterprise clients in regulated industries. Our reputation for white glove service drives a large volume of referral business, from both our clients and from Salesforce and as a result, we are continuing to expand.


At CloudKettle being a Sales leader doesn’t mean sitting on endless forecasting calls and being treated like a child, it means truly owning your book of business and working with your customers, colleagues and partners to drive meaningful results for all stakeholders, while being respected as an individual. 

Introduction

Leads are often not the issue at CloudKettle. We are looking for Client Executives who know how to build lasting partnerships that benefit you, CloudKettle and our Customers. In this role, you will be a thought leader with a deep understanding of the Salesforce ecosystem and the value it brings to Financial Services organizations. As an Account Director, you will be responsible for driving sales growth and building a renewable book of business with FInancial Services organizations through new client acquisition and retainers. 


Team members in the Account Director role are leaders in the CloudKettle organization, helping retain and expand top-tier clients. As an ideal candidate, you are an excellent communicator who distinctly understands how to communicate to C-Suite leaders, demonstrating the value proposition by recommending Salesforce solutions. 


As a member of the Client Services team, you will spend time focusing on sales and business development activities while managing the entire sales process from prospecting to close and renewal.

Location

Remote, within Canada and the United States

Responsibilities

An Account Director is responsible for retaining and expanding the organization's client base, profile and generating revenue by:


  • Acting as the Executive Sponsor and lead for Financial Services clients, providing not only top-tier service but also Revenue Operations best practices and strategic guidance.

  • Building a retainer-based book of business and driving sales growth through client acquisition and in a targeted vertical.

  • Directly contributing to and overseeing a significant volume in ARR by improving client health and the value we provide them.

  • Overseeing the delivery of client work for our retainers and project engagements. 

  • Working with Project Managers, Architects and other team members, you will be responsible for ensuring client satisfaction and success with requirements gathering, design, development, testing, documentation, and design for complex client projects.

  • Acting as a mentor to team members, sharing your knowledge and Financial Services domain expertise in order to grow the CloudKettle practice.

  • Directly contribute to growing the organization's reputation in the Salesforce ecosystem.

  • Managing multiple opportunities simultaneously across the stages of the sales cycle.

  • Be sought after and represent CloudKettle as a speaker and guest author in a thought-leadership capacity.

  • Represent and reinforce CloudKettle’s values, both to the internal team, to our clients, and to our Partners.


Qualifications

 

  • 5+ years of experience selling to C-suite leaders in Financial Services, with the ability to clearly communicate the value proposition of solutions. 

  • Industry recognized certifications, including Salesforce Certifications are an asset.

  • Significant experience managing the entire lifecycle of complex projects.

  • Experience building relationships with c-suite clients.

  • Strong attention to detail and excellent verbal and written communication skills, with the ability to interact with all levels of team members.

  • Demonstrated analytical and problem-solving skills.

  • Highly efficient team player with the ability to also work independently in a fast-paced, fluid environment.

  • Experience working at a Salesforce System Integrator is preferred.

  • Bilingual fluency in verbal and written French and English is a strong asset.

  • Must be currently based in and legally eligible to work in Canada or the United States and can show proof of citizenship or visa.


Benefits
  • A competitive salary where your performance is rewarded. The composition of this role is 65% Base, and 35% Performance Based Salary

  • The opportunity to work at a fast-scaling organization servicing some of the largest and most exciting companies in the world

  • A flat and modern work culture, with direct access to the leadership team.

  • Flexible work environment 

  • Medical and dental benefits

  • Subsidized career training, including coverage of certification tests

  • 3 weeks vacation

  • 10 personal days to use for mental health, sickness and family emergencies

  • We value giving back to our community - you get 20 hours of your workday over the year to spend doing volunteer work for an organization you chose.




Required profile

Experience

Level of experience: Senior (5-10 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Analytical Skills
  • Relationship Building
  • Detail Oriented
  • Teamwork
  • Communication
  • Problem Solving

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