Channel Sales Manager, Salesforce - FSI
Indexed description
Recruiting for this role ends on 8/05/26
Work you'll do
CSMs will take a lead role in securing and maturing many key relationships with Salesforce Account Executives (AEs) and sales management across the Salesforce Financial Services teams. The CSM will develop engagement and coverage strategies, co-facilitate meetings, secure and prepare for quarterly business reviews, grow pipeline by identifying and shaping new leads, manage pipeline in Deloitte's instance of Salesforce, drive attendance to marketing events and help shape new offerings.
Key activities include:
- Source and qualify new Financial Services leads with Salesforce and Deloitte account teams, with emphasis on new-logo opportunities.
- Serve as Deloitte's primary relationship lead for Salesforce Financial Services executives, building trust and generating excitement around Deloitte's Salesforce capabilities.
- Facilitate early-stage sales discussions between Deloitte and Salesforce teams, and help shape qualified leads into actionable opportunities.
- Partner with Deloitte Financial Services, Salesforce practice, and industry leaders on account planning, opportunity management, and business development activities.
- Develop client-specific sales materials, track market trends, and propose new differentiators to support growth in Financial Services digital transformation.
- Support marketing and event efforts by driving client attendance, promoting Deloitte's presence, and curating relevant thought leadership, success stories, and other selling materials.
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Ability to build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to meet deadlines
Qualifications
Required:
- Experience in large enterprise sales
- Proven track record of success in prior cloud sales position selling into large corporate clients
- 5+ years of relevant experience
- Demonstrated success in driving top-of-the-funnel activity, including a consistent track record of building pipeline/exceeding a sales quota
- Experience and deep understanding of solution selling fundamentals, including-lead identification, qualification, stakeholder mapping, competitive analysis, budget confirmation, and compelling events
- Experience and understanding of forecasting, including-phase assignment, probability, close dates, risk analysis
- Proficient in Microsoft Office suite - strong PowerPoint and Excel skills critical
- Proficient in Salesforce Sales Cloud
- Ability to travel 20-60%, on average, based on the work you do and the clients and industries/sectors you serve
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
- Deep understanding of digital transformation
- Techno-functional understanding of the Salesforce portfolio and supporting ecosystem
- Experience in technology consulting having worked with Digital Agencies, Consultancies or Technology Providers
- Bachelor's degree
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