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Salesforce

Client Director - Tier1 Bank

Salesforce is hiring a Client Director - Tier1 Bank in London, United Kingdom. Level rates it ; you can apply on Salesforce.

Level's read on this job

  • Uses AI ●●○○ is how Level rates this role: an ordinary role that requires AI tools.
  • The posting mentions Agentforce, Data Cloud and AI agents among its tools and skills.
  • Level classes it as a senior role.
  • Salesforce has 1,500+ other open roles on Level.
  • Posted within the past week.

AI in this role

Client Director managing banking accounts and positioning enterprise CRM and AI transformation solutions.

agentforcedata-cloud
ai-agentsenterprise-salesaccount-managementfinancial-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

Sales

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.

Client Director – Tier 1 Bank


Our team sells the full Salesforce product portfolio to Tier 1 banking customers, partnering with some of the world’s most strategic and highly regulated financial institutions.

As a Client Director at Salesforce, you will own the end-to-end relationship with your assigned account. You will sell the entire Salesforce Customer 360 platform, including Agentforce, Data Cloud and Financial Services Cloud. You will build trusted relationships with C-suite and senior business and technology leaders across the bank's business lines, helping them realise measurable value from their Salesforce investment.

What You'll Actually Be Doing

  • Act as the executive owner of the Salesforce relationship, building and maintaining senior relationships across the bank's business lines, technology, data, risk and procurement functions
  • Own and deliver a multi-year strategic account plan that grows Annual Contract Value (ACV) through expansion, upsell, cross-sell and new business within the account
  • Map the organisation in depth, including stakeholders, budgets, buying centres and whitespace across divisions
  • Lead complex, multi-threaded sales cycles in parallel. Orchestrate Sales Engineers, Industry Advisors, Professional Services, Customer Success, Executives and Partners as one account team
  • Position Salesforce as a strategic partner in the bank's digital, data and AI transformation agenda, connecting our solutions to measurable outcomes such as customer experience, operational efficiency, growth and risk
  • Navigate the bank's regulatory, security, governance and procurement processes, and build the business case for large, multi-year investments
  • Work with the bank's System Integrators and strategic partners to extend reach and ensure customer success
  • Partner with Customer Success to drive adoption, renewals and advocacy

You're Our Person If You Have...

  • A proven track record of quota-carrying, enterprise technology direct sales, ideally as a Client Director, Strategic AE or equivalent, with experience of single-account or named-account ownership
  • Experience managing long, complex sales cycles with large deal values and many senior stakeholders
  • Success developing and executing strategic account plans that retain and grow ACV
  • The ability to navigate large, matrixed organisations and build influence across multiple divisions
  • The ability to run discovery with senior leaders and turn it into compelling use cases and value hypotheses
  • Excellent written, verbal and presentation skills, with the credibility to engage at C-suite level
  • Experience leading large virtual account teams across internal and external stakeholders



Even Better If You Have...

  • Experience selling into Tier 1 banks or global financial institutions
  • A strong understanding of the banking landscape, including regulation, core banking modernisation, data and AI adoption, and digital customer engagement
  • Familiarity with enterprise sales methodologies, such as MEDDICC, and with building strategic alliances
  • A history of consistently achieving or exceeding quota on a large, strategic account
  • An existing network of senior relationships within the bank or across UK/EMEA banking



Your experience will be evaluated based on alignment with core competencies for the role, including extracurricular leadership, military experience, and volunteer work.

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.

We are a recognised Disability Confident member under the UK Government Disability Confident employer scheme. We are committed to providing an inclusive recruitment process and will offer an interview to disabled applicants who meet the essential criteria for the role. Applicants are welcome to opt-in to the interview scheme as part of the application process. If you would like to apply under the scheme, please click the link to the Accommodations Request Form above and scroll to the UK Disability Confident Scheme section within the form.

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.

How we rate this

Client Director - Tier1 Bank at Salesforce rates 45 out of 100 for how much of the daily work is AI. That makes it Uses AI (AI Level 2 of 4). The level is about AI in the job, not seniority.

Classification

Uses AI. An ordinary role that requires AI tools.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

AI agentsEnterprise SalesAccount ManagementFinancial ServicesAgentforceData Cloud

Questions you could be asked

  1. How do you decide when an AI agent can act on its own versus asking for approval first?
  2. Tell me about a project where enterprise sales was part of your work. What did you do?
  3. Tell me about a project where account management was part of your work. What did you do?
  4. Tell me about a project where financial services was part of your work. What did you do?
  5. Walk me through how you've used Agentforce in your day-to-day work.

Adapt your resume

  • List these exact terms on your resume: AI agents, Enterprise Sales, Account Management, Financial Services, and Agentforce. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.
  • Put the AI tool in a bullet point about what you did, not just in a skills list. This role treats it as a required part of the job.

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