Account Executive

Talentstra; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

A growing technology company is seeking a high-performing Salesforce Account Executive to drive business opportunities within the financial services sector. The ideal candidate will have over 5 years of sales experience, particularly in selling Salesforce products and services. This role requires a results-driven individual with strong consultative sales skills and a proven track record in exceeding sales quotas. You will collaborate with various teams to create tailored proposals and actively participate in industry events.

Qualifications

• 5+ years of sales experience in technology or consulting services.
• Experience selling Salesforce products or services is required.
• Background in financial services or experience selling to financial institutions is strongly preferred.
• Proven track record of meeting or exceeding quotas and driving revenue growth.
• Experience selling professional services and managed services in a consultative sales environment.
• Deep familiarity with the Salesforce ecosystem, including core offerings.
• Strong written, verbal, and presentation skills.
• Self-starter with high energy and a solution-oriented mindset.

Responsibilities

• Drive new business opportunities and manage the entire sales cycle for Salesforce-related services and solutions.
• Identify and cultivate relationships with key decision-makers in the financial services sector.
• Collaborate with internal teams to craft compelling sales proposals.
• Sell a mix of professional and managed services tailored to customer needs.
• Maintain a healthy pipeline and achieve sales quotas.
• Leverage knowledge of the Salesforce ecosystem to position relevant services and capabilities.
• Accurately forecast opportunities and maintain CRM hygiene for all sales activities.
• Represent the company at industry events, Salesforce community meetups, and partner ecosystem events.

Skills

Sales experience in technology or consulting services

Consultative sales

Relationship building with decision-makers

Salesforce ecosystem knowledge

Meeting or exceeding quotas

Salesforce ecosystem

Communication skills

Self-starter

Job description

We are seeking a high-performing Salesforce Account Executive to join our growing team. The ideal candidate will have a strong background in selling Salesforce products or services, with a focus on financial services clients. This role requires someone who is results-driven, highly motivated, and experienced in consultative sales—especially in the areas of project delivery and managed services within the Salesforce ecosystem.

Key Responsibilities

• Drive new business opportunities and manage the entire sales cycle from prospecting to close for Salesforce-related services and solutions.
• Identify, target, and cultivate relationships with key decision-makers in the financial services sector.
• Collaborate with internal solution architects, delivery teams, and partner alliances to craft compelling sales proposals.
• Sell a mix of professional services (projects, advisory) and managed services tailored to customer needs.
• Maintain a healthy pipeline and consistently achieve or exceed quarterly and annual sales quotas.
• Leverage knowledge of the Salesforce ecosystem to position relevant services and capabilities.
• Accurately forecast opportunities and maintain CRM hygiene for all sales activities.
• Represent the company at industry events, Salesforce community meetups, and partner ecosystem events.

Qualifications

• 5+ years of sales experience in technology or consulting services.
• Prior experience selling Salesforce products or services is required.
• Background in financial services or experience selling to financial institutions is strongly preferred.
• Proven track record of meeting or exceeding quotas and driving revenue growth.
• Experience selling professional services and managed services in a consultative sales environment.
• Deep familiarity with the Salesforce ecosystem, including core Salesforce offerings.
• Strong written, verbal, and presentation skills; ability to engage and influence stakeholders at all levels.
• Self-starter with high energy and a solution-oriented mindset.

Preferred Qualifications

• Salesforce certifications (e.g., Sales Cloud Consultant, Administrator) are a plus.
• Experience working in or with boutique Salesforce consulting partners is advantageous.