Commercial Account Executive - Financial Services

Leadout Capital; San Francisco (CA); Remote; USD 120,000 - 180,000; Full time

Job summary

Leadout Capital seeks a Commercial Account Executive to join our up-market Commercial team, focusing on organizations 250–10,000 employees across Financial Services. You won’t just sell AI agents— you’ll accelerate revenue, build trusted customer relationships, and drive meaningful impact.

We have Core and Prime teams aligned to Slack, NetZero Cloud, Tableau, Marketing Cloud, and more, with opportunities across office-based, office-flexible, or remote setups depending on the team.

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.

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.

Skills

Full cycle sales

Account management

C-suite presentations

Cross-team collaboration

Job description

The Experience

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.

Note: By applying to the Commercial Account Executive posting, Recruiters and Hiring Managers who support multiple cloud offerings across the organization will review your resume. Our goal is for you to apply once and have your resume reviewed by multiple hiring teams. Please note some of these positions may be office-based, office-flexible, or remote depending on the team.

We have Core Teams that sell the entire Salesforce platform, and Prime teams that specialize in a specific cloud solution. 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)

What You'll Actually Be Doing

• 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

You're Our Person If...

• 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

Even Better If...

• 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