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Deloitte Partner Account Director - AMER Financial Services and Insurance



Accounting & Finance, Sales & Business Development
San Jose, CA, USA · San Antonio, TX, USA · Houston, TX, USA · Phoenix, AZ, USA
Posted on Monday, November 20, 2023

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Deloitte GSI Partner Account Manager – AMER FINS


The Worldwide Alliances & Channels organization at Salesforce provides global leadership developing partnerships with our Global Strategic Partners and ISV Partners. Salesforce is transforming the industry and Deloitte is one of our top Global partners. The Deloitte AMER Partner Account Manager (PAM) FINS is responsible for helping lead this change with specific responsibility for driving the development and management of our Strategic Alliance with Deloitte in AMER covering Financial Services and Insurance (FINS) industries.


The Deloitte PAM - AMER FINS will be responsible for developing and managing our alliance with Deloitte in AMER for FINS industries, including driving the AMER alliances strategy, Go-To-Market (GTM) plan, incubating strategic account growth and big deal motion, driving key executive and regional sales alignment, and leading cross collaboration w/ AMER A&C resources on shared priorities. The PAM’s responsibility will be to develop and drive the execution of revenue-driving programs (sourced + influenced) initiatives, and evangelizing Salesforce’s value proposition within the partner organization and facilitating the partner’s value proposition within Salesforce and affiliated companies. Key to the position is effective collaboration with multiple cross-functional stakeholders, including sales, alliances, product GMs, Customer Success, marketing, legal, and operations.


  • Reporting to the Global VP of the Deloitte partnership and working with regional AMER lead to develop a joint Deloitte & Salesforce strategy, business and GTM plan that includes investments in Growth & Innovation, practice development, partner accelerated (Sourced + Influenced) revenue goals, social ventures, and development of industry & cloud-based assets/solutions.

  • Work with Deloitte team members to execute GTM plans in all supported/targeted AMER Operating units. Develop AMER specific practice development plans, partner accelerated (Sourced + Influenced) revenue goals, driving capacity & certification growth and delivering customer success.

  • Take partner sales plays, offerings and industry assets/solutions to specific markets for local execution and engagement with our Salesforce Operating Unit sales teams and Salesforce Industries.

  • Joint Solution Development & Execution - Commercialize industry solutions or product extensions to leverage partner IP and vertical expertise with Salesforce Industries teams and specific cloud GM teams.

  • Execute, manage and deliver industry pipeline and revenue tied to Deloitte’s strategies and initiatives in close alignment with internal and external stakeholders.

  • Drive execution in concert with regional ecosystem resources. Identify target accounts and sign off with FINS sales Operating Unit and partner leadership.

  • Review sales play metrics/effectiveness on a recurring basis with Partners, Partner Sales team, Sales Regions & Business Development teams.

  • Maintain pipeline and dashboards that communicate to Executive Leadership the effectiveness of identified programs and investments.

  • Conduct regular cadence between Deloitte & Salesforce stakeholders (Partner Sales/Alliances, Sales, Co-Primes, Product Development & Industry Teams, often at EVP and SVP levels in conjunction w/ AMER & Global Leads).

  • Lead monthly business review cadences w/ identified Deloitte and Salesforce leadership to ensure tight alignment and adjustments to business plan, priorities and GTM motions.

  • Communications - Ensure effective and timely internal & external communication and coordination of Salesforce’s ecosystem strategy & execution results.

  • Actively expand network and relationships beyond Deloitte’s Salesforce Practices

  • This is not intended to be an exhaustive list of duties or responsibilities; at times other duties may be assigned as needed.


  • 5+ years in a channel sales or channel management roles focused on GSI’s like Accenture, Deloitte, PwC, IBM as well as boutique and regional SI’s. Experience working directly for a large GSI is highly desirable, Deloitte experience is preferred.

  • Extensive external industry network with 5-10 years of SaaS based solutions or CRM Cloud partner channel sales experience.

  • Proven ability to build, lead and execute strategy in a cross-functional environment.

  • Strong tolerance for ambiguity; able to focus and execute in a changing environment; ability to make things happen.

  • Demonstrated analytical, organizational, and project management skills, using relevant information to make timely and critical decisions that affect cross-functional teams and has substantial impact on investments and program effectiveness.

  • Demonstrable proof of producing measurable results of influenced revenue or channel sales through global strategic system integrators.

  • Existing knowledge of existing A&C reporting and operational practices.

  • Ability to build and maintain positive working relationships while delivering results in a highly complex, matrixed global organization.

  • Strong drive and character qualities that match with company core values and inspires others to follow and act.

  • Executive presence to lead and manage the most strategic global partners.

  • Strong executive selling and business development skills; proven ability to understand different partner GTM and Organizational models.

  • Understanding of offering creation, marketing, lead generation and professional services organization key performance indicators.

  • Industry domain expertise in manufacturing, automotive, energy, retail and/or consumer goods is desirable

  • Willingness to travel as needed within region (25-40%)


  • Advanced degree (Masters+) or equivalent relevant experience required. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)


25% - 40% dependent on company travel limitations


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Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.For New York-based roles, the base salary hiring range for this position is $188,580 to $252,210.

For California-based roles, the base salary hiring range for this position is $188,580 to $252,210.Compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, benefits. More details about our company benefits can be found at the following link: