Commercial Account Executive - Financial Services

Salesforce; Illinois; On-site; USD 90,000 - 150,000; Full time

Job summary

Salesforce in Illinois is seeking a Commercial Account Executive to manage strategic accounts within the Financial Services sector. You will drive revenue by aligning AI-enabled CRM solutions with client objectives and coordinating with Prime and Cloud sales teams to ensure strategic alignment.

You will grow existing relationships, pursue upsell/cross-sell opportunities, and present to C-suite stakeholders.

Qualifications

• 3+ years of full cycle, field-based sales experience.
• Proven track record of managing customer accounts to drive upsell and cross-sell opportunities, or acquiring new logo accounts.
• Ability to build and deliver compelling presentations to customers and C-suite stakeholders.
• Ability to strategize and collaborate effectively with a large, extended team.
• Preferred: 5-10 years of full cycle sales experience with technology/SaaS focus.
• Experience selling into Financial Services (Banking, Insurance, Wealth).
• Familiarity with Salesforce platform and Customer 360 solutions.

Responsibilities

• Develop key customer stakeholder relationships and drive customer satisfaction at assigned accounts.
• Coordinate internal Salesforce resources and perform account planning with Prime and Cloud sales teams.
• Drive growth within existing accounts and develop new opportunities through warm leads and whitespace prospecting.
• Share Salesforce value and help customers realize value from investments.

Skills

Account management

Sales presentation

Negotiation

Relationship building

Job description

Job Category

Sales

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You're in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

Overview of the Role

Our up-market Commercial team focuses on working with growing organizations of 250-10,000 employees across the Financial Services industry, including Banking, Insurance, and Wealth & Asset Management. As a Commercial Account Executive, you won't just sell AI agents - you'll work alongside them to accelerate revenue, build trusted customer relationships, and drive meaningful impact.

You may be aligned to, but not limited to, the following

• Slack
• NetZero Cloud
• Tableau
• Marketing Cloud
• Specialization Cloud
• Digital

Commercial Business Units we support

• Mid-Commercial (201-1,000 employees)
• General Commercial (1,001-5,000 employees)
• Enterprise Corporate Sales (5,000+ employees)

Responsibilities

• Develop key customer stakeholder relationships and drive customer satisfaction at assigned accounts, aligned to their business objectives
• Coordinate internal Salesforce resources and perform account planning, partnering with Prime and Cloud sales teams to ensure strategic alignment
• Drive growth within existing accounts and develop new opportunities through warm leads and whitespace prospecting
• Share the Salesforce value proposition with existing and prospective customers and help them realize value from their Salesforce investments

Required Qualifications

• 3+ years of full cycle, field-based sales experience
• Proven track record of managing customer accounts to drive upsell and cross-sell opportunities, or acquiring new logo accounts
• Ability to build and deliver compelling presentations to customers and C-suite stakeholders
• Ability to strategize and collaborate effectively with a large, extended team

Preferred Qualifications

• 5-10 years of full cycle sales experience with a focus on technology or SaaS solutions
• Experience selling into Financial Services accounts (Banking, Insurance, or Wealth & Asset Management)
• Familiarity with the Salesforce platform and Customer 360 solutions
• Experience in competency-based selling; we evaluate experience across extracurricular leadership, military service, volunteer roles, and work history

Unleash Your Potential

When you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best , and our AI agents accelerate your impact so you can do your best . Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that's inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifica