Portfolio Lead
The current posting asks for:
5 to 7 years in a quota-carrying sales role, including experience selling Salesforce or Salesforce consulting services, ideally through the partner ecosystem.
Financial services experience, either selling into financial institutions or working inside one, such as banking, credit unions, wealth, or insurance.
Familiarity with the Salesforce platform and how it is sold through the partner ecosystem, including clouds such as Sales, Service, Marketing, or Financial Services Cloud.
Read the employer’s full posting · Posted 2026-10-09
