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Senior Salesforce Account Executive - Financial Services

2 months, 2 weeks ago
United States
Full-time
Senior
Account Executive
Sales and Business Development
Salesforce
Apply Now
Formativ Group

Formativ Group

We are focused on enabling dynamic workflows, implementing the right application solutions, and ensuring your data is available when and where it’s needed.

Internet Software & Services
View All Jobs 10

Description

  • Develop and execute account and territory strategies across the full sales lifecycle from opportunity creation through contract signature and expansion.
  • Drive new-logo acquisition and grow existing accounts across wealth managers, asset managers, banks, credit unions, and other financial institutions.
  • Build and maintain trusted relationships with Salesforce executives, partner stakeholders, and senior client leaders.
  • Lead pursuit strategy and coordinate internal resources across sales, solution engineering, delivery, alliance, and executive teams.
  • Shape account strategies around wealth and asset management priorities such as advisor productivity, client growth, onboarding, service transformation, data modernization, and AI-enabled operating models.
  • Identify and pursue banking opportunities in customer growth, service transformation, lending, and data and AI modernization.
  • Secure large, multi-year consulting engagements while maintaining profitability and commercial discipline.
  • Maintain a strong qualified pipeline and manage accurate forecasting, close plans, risks, and next steps in Salesforce.
  • Lead commercial activities including qualification, competitive positioning, pricing coordination, negotiation, and contract closure.
  • Represent FormativGroup in Salesforce account planning, joint go-to-market efforts, and industry events.

Requirements

  • 8-10+ years of success selling complex technology consulting, platform implementation, or digital transformation services.
  • Demonstrated success selling into Wealth Management, Asset Management, Banking, or related financial-services organizations, with strength in Wealth and Asset Management preferred.
  • Experience working directly with Salesforce Financial Services sales teams and relationships within the BWAM segment strongly preferred.
  • Proven success acquiring new clients and expanding strategic accounts through direct and partner-led sales motions.
  • Track record of meeting or exceeding annual sales quotas in the $6-10 million range.
  • Experience leading complex, multi-stakeholder pursuits and coordinating presales, industry, delivery, alliance, legal, and executive resources.
  • Working knowledge of Salesforce Financial Services Cloud, Data Cloud, Agentforce, and financial-services business processes and regulatory considerations.
  • Ability to build executive-level relationships and lead structured discovery conversations.
  • Experience developing and executing targeted account campaigns with measurable pipeline and conversion results.
  • Bachelor's degree in Business, Information Technology, or a related field preferred; equivalent experience considered; MBA or other advanced degree a plus.
  • Ability to work in the United States without sponsorship and reside in one of the listed eligible states or Washington, DC.
  • Remote role with up to 50% travel; Northeast U.S. candidates preferred.

Benefits

  • Competitive compensation package with base salary and variable incentive compensation.
  • Estimated compensation range of $180,000-$200,000 USD.
  • Eligibility for discretionary bonuses, commissions, or other incentive programs.
  • Comprehensive benefits package including medical, dental, and vision coverage.
  • 401(k) plan.
  • Paid time off.

Interested in this position?

Apply directly on the company website

Apply Now

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