01Overview
Role & responsibilities
Capgemini Alliances & Ecosystem
Partner Development Executive Salesforce (Financial Services)
Grade C
Role Overview
The Partner Development Executive (PDE) Salesforce (Financial Services focus) supports the execution of joint gotomarket activities between Capgemini and Salesforce across Financial Services clients. The role is primarily executionoriented, focused on supporting pipeline development, partner coordination, and field enablement under the direction of senior alliance and account leaders. The position emphasizes operational rigor, collaboration, and followthrough rather than ownership of strategy or revenue targets.
Key Responsibilities
1) GTM & Pipeline Support
- Support joint SalesforceCapgemini GTM initiatives across Banking, Insurance, Capital Markets, and Wealth.
Assist with pipeline tracking, opportunity qualification, and account coordination across priority FS accounts.
Support preparation for account planning sessions, prospect reviews, and deal discussions led by senior stakeholders.
2) Partner Relationship & Stakeholder Coordination
- Act as a daytoday coordination point with Salesforce Financial Services field teams and alliance contacts.
Support cadence calls, meeting followups, and preparation of QBR, account review, and leadership materials.
Build effective working relationships with Salesforce AEs, solution specialists, and Capgemini FS account teams.
3) Sales Play & Solution Support
- Support defined Financial Services solution plays including Financial Services Cloud, Data Cloud, and AIenabled service use cases.
Coordinate demos, POVs, and presales activities with Capgemini solution and delivery teams.
Help map client needs to existing Capgemini offerings and Salesforce capabilities.
4) Field Enablement & Awareness
- Support enablement of Capgemini Financial Services account teams on Salesforce industry capabilities and assets.
Promote awareness and adoption of Salesforce partner progr .
