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Salesforce Account Manager at Plative
Canada; USFull-timeSalesforce SalesPosted about 1 month ago
Apply with PipelineAbout the Role
<p><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Plative is hiring Account Managers (AMs) to take ownership of our existing client portfolio and drive growth through renewals, expansions, and transitions from “Transform” (project-based work) to “Innovate” (managed services and phase 2 programs).</span></p>
<p><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">This role is critical to maintaining strong year-over-year renewal performance and ensuring clients receive proactive account leadership. The Account Manager will partner closely with our Associate Directors (ADs), who focus on delivery, and Client Partners (CPs), who focus on new logo acquisition, to ensure continuity of service and client satisfaction.</span></p>
<p><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Key Responsibilities:</span></p>
<p><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Account Ownership & Growth</span></p>
<ul>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Serve as the commercial owner of 20–40 Tier 1 & 2 accounts across Salesforce and NetSuite practices, leveraging expertise in areas like Agentforce Sales, Agentforce Service, and Data 360.</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Develop and execute 90-day and greater renewal plans for all renewable clients; own renewal negotiation and close.</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Lead transform-to-innovate transitions, ensuring 70%+ utilized accounts are converted to longer-term managed services.</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Create and maintain quarterly account plans, including whitespace mapping, stakeholder multi-threading, and alliance engagement with Salesforce teams.</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Drive upsell and cross-sell opportunities across Plative’s Salesforce (Agentforce Sales, Agentforce Service, Agentforce Marketing, Agentforce Commerce, Agentforce Revenue Management, Agentforce Field Service, Salesforce AI), NetSuite, Data 360, and Salesforce AI capabilities.</span></li>
</ul>
<p><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Client Relationship Management</span></p>
<ul>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Build and maintain executive-level relationships at key accounts; act as the trusted advisor.</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Schedule and lead quarterly business reviews (QBRs) and regular onsite visits for Tier 1 accounts.</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Ensure accounts are properly tiered per Plative’s Account Management Framework and adjust quarterly.</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Partner with ADs to ensure delivery health and customer satisfaction align with renewal and growth objectives.</span></li>
</ul>
<p><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Internal Collaboration & Governance</span></p>
<ul>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Operate in a two-in-a-box model with Delivery Directors:</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">AM: Growth, renewals, commercial strategy.</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Delivery Director: Delivery, execution, and escalations.</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Collaborate with CPs during account handover (30–90 days post-first project sale).</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Maintain CRM hygiene, renewal forecasts, and account reporting with accuracy and timeliness.</span></li>
</ul>
<p><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Qualifications</span></p>
<ul>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong data-start="2" data-end="24" data-is-only-node="">AI-native mindset.</strong> You use AI as everyday leverage in both work and life, with clear opinions on what works and what does not. You stay current on frontier-model progress, go beyond prompting to building lightweight tools and automations, and you enjoy sharing practical, real examples with teammates and clients.</li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">5+ years of experience in account management, or consulting sales, ideally within a professional services environment.</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Strong background in Salesforce ecosystems (consulting experience preferred), encompassing platforms such as Agentforce 360.</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Proven ability to drive renewals and upsell revenue across a portfolio of enterprise or mid-market accounts.</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Adept at building C-suite relationships and leading executive presentations.</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Strong commercial acumen: ability to negotiate contracts, identify whitespace, and measure impact.</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Comfortable with travel (25%) for client meetings and onsite visits.</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">High degree of collaboration; thrives in a matrixed environment with delivery, sales, and alliance teams.</span></li>
</ul>
<p><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Success Metrics</span></p>
<ul>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Renewal rate targets across assigned accounts.</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Annual quota attainment.</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">100% of Tier 1 accounts with active account plans and scheduled QBRs.</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Zero “surprise churn” within the assigned portfolio.</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Improved transform-to-innovate conversion rates.</span></li>
</ul><div class="content-conclusion"><p></p>
<p data-path-to-node="10,0"><strong data-path-to-node="10,0" data-index-in-node="0">How You’ll Embody Our Core Values</strong> At Plative, our core values shape how we work, collaborate, and grow. As part of the team, you will:</p>
<ul data-path-to-node="10,1">
<li>
<p data-path-to-node="10,1,0,0"><strong data-path-to-node="10,1,0,0" data-index-in-node="0">Put People First:</strong> Build trusted relationships with clients and mentor teammates.</p>
</li>
<li>
<p data-path-to-node="10,1,1,0"><strong data-path-to-node="10,1,1,0" data-index-in-node="0">Grow Together, Win Together:</strong> Share knowledge, celebrate wins, and elevate others.</p>
</li>
<li>
<p data-path-to-node="10,1,2,0"><strong data-path-to-node="10,1,2,0" data-index-in-node="0">Bring Your Authentic Self to Work:</strong> Foster openness, empathy, and integrity in every interaction.</p>
</li>
<li>
<p data-path-to-node="10,1,3,0"><strong data-path-to-node="10,1,3,0" data-index-in-node="0">Take the Path You’ll Be Proud Of:</strong> Deliver excellence, own outcomes, and learn from challenges.</p>
</li>
<li>
<p data-path-to-node="10,1,4,0"><strong data-path-to-node="10,1,4,0" data-index-in-node="0">Push Boundaries, Blow Minds:</strong> Design creative, scalable solutions that drive real impact.</p>
</li>
</ul>
<p><strong data-path-to-node="10,3" data-index-in-node="0">Compensation</strong> Compensation is competitive and benchmarked to the market. Exact ranges vary by region and will be discussed during the initial interview process.</p>
<p data-path-to-node="10,2"><strong data-path-to-node="10,2" data-index-in-node="0">AI Disclosure & Hiring Practices</strong> Plative uses AI-powered tools to support our recruitment process. However, AI tools never replace human judgment; all hiring decisions are made entirely by our Talent Team.</p>
<p data-path-to-node="10,4"><em>Plative Inc. is an equal opportunity employer. We welcome applicants of all backgrounds and do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected characteristic. We are also committed to fair employment practices regarding citizenship and immigration status.</em></p>
<p></p>
<p></p></div>
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