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Posted over 1 year ago

Client Partner - Salesforce DMP

The successful Client Partner (CP) is an intellectually curious, results-oriented, high-energy professional who is a structured thinker, comfortable in both guiding quantitative analysis and building trust-based relationships with clients and across the company.

The CP serves four to seven of Salesforce DMP’s largest, most strategic clients while working closely with fellow Advisory Services colleagues who are Deployment Architects (DA) and Project Managers (PM). And he/she works with colleagues outside of the Advisory Services team such as members of: Customer Success Team (CST), Implementation & Integration (I&I), Customer Insights and Analytics (CIA), Product Management and Engineering. The Client Partner owns the business imperative to deliver a positive, engaging and profitable experience to both the client and to Salesforce DMP.

The CP plays a key role as new relationships are transitioned from Salesforce DMP Sales to Solutions. Also, the CP will collaborate with the Marketing team in the development of marketing materials, case studies, best practices and thought leadership material and with the Product team on new feature ideation and rollout.

The CP has two broad areas of focus as follows:

■Strategic Account Management

The CP is the primary contact for assigned Salesforce DMP clients. Core accountabilities include:

  • Work with Salesforce DMP Sales during the sales process to set relationship expectations and clarify roles
  • Guide the launch of new clients in accordance with Salesforce DMP people data activation methodology
  • Ensure client engagement, satisfaction and retention
  • Advocate on behalf of the client across Salesforce DMP including management of a cross-functional team
  • Develop & update a strategic account plan
  • Drive Best Practices with clients through an informed, value-add perspective by having earned a trusted advisor role to both the client line management and executives; distill Best Practices from specific relationships for refinement and re-use by Salesforce DMP
  • Drive Salesforce DMP platform adoption and use and in-turn drive incremental revenue through increased use
  • Manage the financial elements of client relationships to designated targets including revenue, service hours, billing, payments and reporting
  • Help clients capture full value from Salesforce DMP products by serving as a strategic advisor to client executives and providing actionable insights to clients on a monthly, quarterly and annual basis
  • Craft client communications tailored to a range of audiences, from senior executives to operating managers to data management/marketing staff to sales
  • Lead development and delivery of structured, metrics-driven quarterly business reviews
  • Develop client case study and references
  • Gather product and service feedback for use by other team members and guide new product and/or feature rollouts

■Account Growth

  • Drive incremental variable revenue through activation of Salesforce DMP audience segments in client’s marketing and ad sales executions
  • Increase monthly fixed revenue by selling additional platform features that will generate incremental value for both the client and Salesforce DMP
  • Leverage internal resources to identify, qualify and close upsell opportunities
  • Maintain an up-sell pipeline and forecast by leveraging solution selling techniques, confirming needs, authority to buy, budget and desired timing to implement new services

Typical CP Goals:

  • Retain 100% of monthly committed revenue for group of accounts
  • Generate $X of Salesforce DMP Interchange revenue
  • Obtain a client-specify ROI case study
  • Receive above average ratings from cross-functional team members based on performance relative to CP role description


  • High-level fluency in Japanese and business-fluency in English
  • Experience across a combination of enterprise client services and digital media
  • Experience in digital media and/or marketing and marketing or ad technology
  • Management or SaaS systems implementation consulting experience preferred
  • Bachelor degree required. Advanced degree a plus

Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way. The company was founded on three disruptive ideas: a new technology model in cloud computing, a pay-as-you-go business model, and a new integrated corporate philanthropy model. These founding principles have taken our company to great heights, including being named one of Forbes’s “World’s Most Innovative Company” five years in a row and one of Fortune’s “100 Best Companies to Work For” eight years in a row. We are the fastest growing of the top 10 enterprise software companies, and this level of growth equals incredible opportunities to grow a career at Salesforce. Together, with our whole Ohana (Hawaiian for \"family\") made up of our employees, customers, partners and communities, we are working to improve the state of the world.


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