Financial Specialist Jobs in Illinois

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Customer Success

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

We are currently seeking a MuleSoft Account Partner to join our growing Professional Services sales team within Customer Success Group (CSG). Our Account Partners act as trusted advisors to our customers by providing execution excellence, demonstrating intimate knowledge of their business, and defining a roadmap towards success. Their primary goal is to help customers generate significant business value from their Salesforce/MuleSoft investment. As a critical member of the GTM and Professional Services team, you are responsible for building relationships with our license sales and extended functional teams (such as product, success managers, creative teams, legal, delivery and more) to understand, evaluate and strategically counsel our internal teams and customers on programs to complete their vision and goals. You will be responsible as the deal originator, strategist and execution quarterback supported by our delivery organization.

Are you passionate about Customer Success and would you like to work at the forefront of Digital Innovation at one of the most exciting CRM companies?

Your Impact
The MuleSoft Account Partner is committed to earning the right to be an advisor to our Financial Services customers, with the primary goal of helping these customers quickly generate significant value from their Salesforce/MuleSoft investment. The primary measurement of success for this role will be annual bookings of professional services sales (aka closed business) and bid margin aligned with agreed goals, targets, and quotas.

To be successful in the role, you will…

• Complete MuleSoft training and become an expert in our consulting methodologies and practices

• Evangelize MuleSoft’s ability to deliver business outcomes and our delivery methodology to our customers

• Drive account planning including the formulation of a clearly defined roadmap or the precursor activities to define such a roadmap

• Generate pipeline through self-origination and collaborating across Salesforce with License Sales

• Delivery and Customer Success to develop trusted Professional Services propositions for ACC clients and prospects

• Use industry expertise and business acumen to understand a customer's motivation, business drivers/challenges, strategic goals and objectives, and desired business outcomes

• Engage and present to customers, especially at C-Level, using a consultative selling approach that positions Salesforce,MuleSoft and yourself as a long-term trusted advisor relationship

• Create a compelling vision and clearly communicate our groundbreaking solutions with the goal of generating significant success and business value from an investment in the MuleSoft Anypoint Platform

• Develop and lead a territory plan and a tailored account plan for each customer that aligns with their business goals, priorities, and timeframes

• Forecast accurately and timely, build a pipeline, and progress opportunities to deliver MuleSoft YOY revenue growth

• Develop mutually agreed and aligned close plans and drive the execution of these plans to realize closed bookings aligned (or in excess) of assigned sales goals/quotas

• Be a recognized role model for collaboration, understanding, and overall business results
  

Minimum Requirements

• Have a professional services sales background or blended consultative sales and project delivery background

• Technical and cognitive ability to scope and strategically plan engagements

• Have experience working with a customer through a visioning process, assessing business value outcomes, and developing plans to support the realization of that value through a structured program

• Present business value led pitches and effectively negotiate terms aligned with margin targets

• Can exercise empowered judgment in methods, techniques, and evaluation criteria for obtaining results aligned with goals of the company and within associated guidance

• Recognize the importance of timing to close deals and are able to balance driving the closing cycle while being responsive to the customer’s needs and fundamentally building trust in the relationship

• Degree or equivalent relevant experience required. Experience will be evaluated based on theValues & Behaviors for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
  

Preferred Qualifications

• Experience working in the Financial Services domain, delivering value propositions to Financial Services customers

• 7+ years of consultative sales experience with a proven record of consistently meeting (or exceeding) quota

• Experience selling and/or delivering Professional Services in a context similar to Salesforce or a Global System Integrator type environment

• Demonstrated ability to develop and maintain executive (including C-level relationships) where you are recognized as a trusted advisor

• Experience growing accounts with large and complex pursuits ($M+)

• Experience in creating outstanding responses to functional and technical elements of RFIs/RFP

• Highly collaborative excels in a matrix organizational model (aligning with other business functions)

• Committed team player with strong interpersonal skills who share and support colleagues

• Ability to thrive in a fast-paced sales environment

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best , and our AI agents accelerate your impact so you can do your best . Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form .

Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.

At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions.

The typical base salary range for this position is $89,310 - $119,470 annually. Your recruiter can share more about the specific salary range for the job location during the hiring process.

There is a different range applicable to specific work locations. In California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC, the base pay range for this role in those locations is $98,215 - $131,365 per year. Your recruiter can share more about the specific salary range for the job location during the hiring process.

The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.