Patrick Flanagan

Background

About Patrick Flanagan

Salesforce doesn’t fail because of the "what" it fails because of the "how". It's typically not a tech problem, it's an alignment & strategy problem. I help fix that. As Sr. Account Executive at Fortimize, I work directly with Salesforce AEs and financial services leaders to close smarter deals, increase adoption, and actually see ROI from Salesforce, especially in complex, highly regulated environments like lending, banking, and wealth. Fortimize is a team-owned Salesforce consultancy dedicated to humanizing how financial institutions adopt technology. We’ve helped organizations across financial services streamline operations, align cross-functional teams, and make their systems work the way their people do. That’s exactly what I help enable, both internally and with our Salesforce partners. My role is part translator, part strategist, and part “get-it-done” partner. I help: • AEs break into accounts and have smarter conversations • Executives evaluate Salesforce with confidence • Clients build realistic roadmaps for adoption, AI use cases, and integration • GTM teams move faster and with more trust Here’s what I specialize in: • Salesforce GTM for Financial Services • Executive alignment and trust-building • Change management and post-sale momentum • Bridging strategy + delivery (especially in high-compliance industries) Whether you're navigating your first enterprise deal or trying to revive a stalled Salesforce initiative, I bring perspective, clarity, and a proven partner-first approach. Let’s make Salesforce make sense, and get results that stick.