Remote Financial Services Account Executive

FormativGroup, LLC; Minneota (MN); À distance; USD 120 000 - 180 000; Plein temps

Résumé du poste

FormativGroup is seeking a Salesforce Account Executive - Financial Services to accelerate bookings, acquire new clients, and expand strategic accounts across Wealth Management, Asset Management, and Banking. You will own the full sales lifecycle, build executive relationships, and orchestrate cross-functional teams to close complex engagements.

The role emphasizes consultative selling within Salesforce Financial Services, growth in Wealth/Asset Management, and ability to pursue opportunities

Qualifications

• Extensive experience selling complex technology consulting and digital transformation services to enterprise clients.
• Proven track record in Wealth Management, Asset Management, and Banking sectors.
• Direct experience with Salesforce’s Financial Services ecosystem is highly preferred.

Responsabilités

• Develop and execute targeted account and territory strategies across financial services.
• Drive new-logo acquisition and expand existing accounts with large multi-year engagements.
• Lead pursuit strategy and coordinate internal/partner resources through close.
• Deliver accurate forecasts and maintain a strong, qualified sales pipeline.

Connaissances

Complex technology sales

Executive relationship building

Sales lifecycle management

Salesforce ecosystem knowledge

Strategic account management

Forecasting & pipeline mgmt

Negotiation & deal closure

Cross-functional collaboration

Formation

Bachelor’s degree in Business/IT or related

MBA or advanced degree (plus)

Outils

Salesforce

CRM tooling

Description du poste

FormativGroup is seeking a Salesforce Account Executive - Financial Services to accelerate bookings, acquire new clients, and expand strategic accounts across Wealth Management, Asset Management, and Banking. You will own the full sales lifecycle, build executive relationships, and orchestrate cross-functional teams to close complex engagements.

The role emphasizes consultative selling within Salesforce Financial Services, growth in Wealth/Asset Management, and ability to pursue opportunities