Remote Financial Services Senior Account Executive

FormativGroup, LLC; Carson City (NV); Remote; USD 180,000 - 280,000; Full time

Job summary

FormativGroup, LLC is seeking a Salesforce Account Executive - Financial Services to drive growth across Wealth Management, Asset Management, and Banking. This senior individual contributor will own the full sales lifecycle, develop executive relationships, and orchestrate internal and partner teams to close complex consulting engagements.

The role emphasizes consultative selling, knowledge of Salesforce Financial Services Cloud, and a track record of $4-6M annual bookings.

Qualifications

• 8-10+ years selling complex technology consulting or digital transformation services.
• Proven success selling into Wealth Management, Asset Management or Banking.
• Experience with Salesforce Financial Services sales and BWAM segment preferred.
• Track record of meeting annual quotas in the $4-6 million range.
• Experience leading multi-stakeholder pursuits and coordinating presales, industry, delivery, alliance, legal, and executive resources.
• Knowledge of Salesforce Financial Services Cloud, Data Cloud, Agentforce.
• Ability to build executive relationships and conduct discovery conversations.
• Experience developing targeted account campaigns with measurable pipeline.
• Experience working in global or matrix delivery environments.
• Ability to position large multi-offering engagements and grow accounts profitably.
• Strong commercial judgement: pricing, negotiation, risk, bid review.
• Excellent executive communication and business development capabilities.
• History of long-term client/partner relationships.

Responsibilities

• Develop and execute targeted account and territory strategies across the full sales lifecycle.
• Drive new-logo acquisition and expand accounts across Wealth Management, Asset Management, Banking, and related financial institutions.
• Build trusted relationships with Salesforce and internal stakeholders across the BWAM segment.
• Lead pursuit strategy and coordinate resources across active opportunities.
• Develop account strategies around Wealth and Asset Management priorities, including client growth and data modernization.
• Identify and pursue Banking opportunities, including data and AI modernization.
• Secure large, multi-year engagements with a target of $4-6 million in annual bookings.
• Build and maintain a strong, 3-4x coverage sales pipeline.
• Align FormativGroup capabilities with client initiatives and measurable outcomes.
• Maintain understanding of Salesforce Financial Services Cloud, Data Cloud, and related offerings.
• Partner with SMEs and Delivery to connect priorities with Salesforce-based solutions.
• Represent FormativGroup in account planning and go-to-market activities.
• Lead commercial strategy for opportunities: qualification, pricing, negotiation, and closure.
• Deliver accurate forecasts, pipeline progression, and forecast categories.
• Maintain disciplined opportunity and account management in Salesforce.
• Collaborate with leadership to ensure client outcomes and target achievement.

Skills

Relationship selling

Executive communication

Forecasting

Strategic account planning

Education

Bachelor's degree in Business or IT

Job description

FormativGroup, LLC is seeking a Salesforce Account Executive - Financial Services to drive growth across Wealth Management, Asset Management, and Banking. This senior individual contributor will own the full sales lifecycle, develop executive relationships, and orchestrate internal and partner teams to close complex consulting engagements.

The role emphasizes consultative selling, knowledge of Salesforce Financial Services Cloud, and a track record of $4-6M annual bookings.