Commercial Account Executive - Financial Services

Salesforce; San Francisco (CA); Hybrid; USD 85,300 - 181,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Paid parental leave

401(k) plan

Employee stock purchasing program

Job summary

Salesforce is looking for a Commercial Account Executive based in San Francisco, California. This role involves working with organizations in the Financial Services sector, developing customer relationships, and driving revenue growth through strategic sales practices. Ideal candidates will have at least 3 years of experience in field-based sales, showcase a proven record in account management, and possess the ability to deliver presentations to stakeholders. Salesforce offers a competitive salary range and comprehensive benefits.

Qualifications

• 3+ years of full cycle sales experience.
• Proven track record for upsell and cross-sell opportunities.
• Ability to create compelling presentations.

Responsibilities

• Develop client relationships and ensure satisfaction.
• Coordinate internal resources and account planning.
• Drive growth within accounts and develop opportunities.

Skills

Field-based sales experience

Customer account management

Presentations to C-suite

Strategic collaboration

Job description

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. 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.

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.

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.

Core Teams

• 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

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

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 qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job‑related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com. Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.

At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $77,550 - $164,850 annually. There is a different range applicable to specific work locations. In California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC, the base pay range for this role in those locations is $85,300 - $181,000 per year. Your recruiter can share more about the specific salary range for the job location during the hiring process. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.