Home
/
Account Management
/
Strategic Account Manager : Tableau - BFSI
Strategic Account Manager : Tableau - BFSI-June 2024
Gurgaon
Jun 10, 2026
ABOUT SALESFORCE
Salesforce brings companies and customers together in the number one Customer Relationship Management platform.
10,000+ employees
Technology
VIEW COMPANY PROFILE >>
About Strategic Account Manager : Tableau - BFSI

  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

  Sales

  Job Details

  About Salesforce

  We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too - driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good - you've come to the right place.

  Tableau helps people see and understand data. Our analytics platform fuels exploration, allowing you to quickly answer questions with data and share insights across your organization. Global enterprises, early-stage startups, nonprofits, and governments all use Tableau's intuitive software to quickly transform their data into actionable insights. We are passionate about our product and our mission and we are loyal to each other and our company. We value work/life balance, efficiency, simplicity, freakishly friendly customer service, and making a difference in the world!

  What you'll be doing...

  The Account Executive will be responsible for driving sales revenue among and managing relationships with specified customers within Financial Services in the assigned geographical region.

  The AE will represent Tableau, demonstrating relentless Customer Focus while managing all aspects of the sales process and customer relationship from Account Planning, Lead Qualification, and Management through Negotiation and Closing and will play an integral role in the success of the overall sales team. This role is a quota-carrying sales position.

  Some of the things you'll be doing include ...

  Create and execute effective territory and account plans for the specified region/customer base to deliver sales objectives considering: overall opportunities, customer business priorities and anticipated business changes, our unique product capabilities, and value proposition.

  Meet and exceed sales goals (quotas) through prospecting, qualifying, managing, and closing sales opportunities within the assigned territory.

  Lead/leverage a matrix account team of Sales Consultants, Business Development Representatives, Services Practice Managers, Marketing, Inside Sales Support, and Customer Success Professionals to develop and manage sales pipeline and enhance customer relationships and value.

  Build and manage strategic partner alliances and relationships as part of the fully integrated account and territory plan.

  Manage and track customer and transactional information in a CRM system.

  Provide regular and accurate reporting of pipeline and forecast through the CRM system.

  Nurture and expand the company's relationship with customer accounts of various sizes and industries.

  Drive customer success by developing and maintaining a deep understanding of customers' business and industry challenges, market competition, competitive issues, and products.

  Practice effective, excellent communication with leadership, customers, and extended team and partners.

  Participate in team-building and company-growth activities including strategic planning, sales training, customer marketing efforts, and customer care.

  Travel to customer locations in support of sales efforts.

  Degree or equivalent relevant experience required. Experience will be evaluated based on the core proficiencies or the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)

  Who you are...

  Experienced. 10-16 Yrs of strong field-based enterprise software sales experience in Financial Services. Complex sales / solution sales and extensive large figure deal experience.

  Performer. Consistent over achievement of sales goals in a large geographic territory.

  Missionary. Highly driven individual with an execution focus and a strong sense of urgency and a belief in Tableau's mission.

  Entrepreneurial. You've worked with start-ups and emerging organizations. You understand how to build and grow a successful business.

  Domain. Experience with analytics, data, databases or business intelligence preferred. Relevant Degree preferred.

  Go-Getter. Willing to go the extra mile with a strong work ethic; self-directed and resourceful.

  Excellent Communication. You know what to say and more importantly, how to say it.

  Accommodations

  If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.

  Posting Statement

  At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at www.equality.com and explore our company benefits at www.salesforcebenefits.com.

  Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce.

  Salesforce welcomes all.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Financial Consultant Partner - Seal Beach, CA
Salary: USD $43,800 - $86,600 / Year Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the s
Senior Account Manager
We’re VaynerMedia! We are a contemporary global creative and media agency built for the now. Born in social, our work is now full service, simply loving big ideas that connect and create real change
TRICARE Beneficiary Services Representative Floater-Sembach-C
Description Are you looking for your next great mission professionally? Do you have more to give, want to learn new skills and be part of a team with a rewarding mission? Leidos has the perfect job f
Account Manager - Corporate
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional di
EVMS Principal/Sr. Principal Program Cost and Schedule Control Analyst
At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and in
Operations Representative Onsite Ramos Arizpe Location
As an Operations Representative you will ensure operational excellence through supporting both internal and external customers and carriers. You will do this by tracking and tracing our shipments, ma
Registered Manager Local Specialty
Job Summary Responsible for directing the operation of a Walgreens Local Specialty Pharmacy, and accountable for improving unit sales, profits, and image through the overall development and protectio
VIP Account Manager, Racing (Midwest)
ABOUT FANDUEL FanDuel Group (FanDuel) is an innovative sports-tech entertainment company that is changing the way consumers engage with their favorite sports, teams, and leagues. The premier gaming d
Bloomberg On-Site Customer Support - Munich
Our Bloomberg On-Site Support (BOS) teams provide 24/7 on-site technical solutions to Bloomberg's internal and external customers in more than 75 countries. Our customers rely on our technology and t
Client Associate/Registered Client Associate
Job Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved