MuleSoft Account Partner Specialist (Financial Services)

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?

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,