Remote Salesforce Account Exec — Financial Services

FormativGroup, LLC; Boston (MA); Remote; USD 175,000 - 185,000; Full time

Job summary

FormativGroup is seeking a Salesforce Account Executive - Financial Services to accelerate bookings and win new clients across Wealth Management, Asset Management, Banking, and related financial markets. You will own the full sales lifecycle, build executive relationships, and coordinate cross-functional teams to close complex consulting engagements.

Ideal candidates have 8+ years selling complex technology services, demonstrated success in financial services, and a proven track record of

Qualifications

• 8-10+ years selling complex technology consulting or digital transformation services to mid-sized/enterprise clients.
• Demonstrated success selling into Wealth Management, Asset Management, Banking, or related financial services.

Responsibilities

• Develop and execute targeted account and territory strategies across the full sales lifecycle.
• Drive new-logo acquisition and expand existing accounts in wealth management, asset management, and banking.
• Lead pursuit strategy and orchestrate resources across opportunities and stakeholders.

Skills

Complex tech sales

Enterprise account mgmt

Relationship building

Sales forecasting

Negotiation

Executive stakeholder mgmt

Education

Bachelor's degree in Business or IT

Tools

Salesforce

CRM systems

Data Cloud

Job description

FormativGroup is seeking a Salesforce Account Executive - Financial Services to accelerate bookings and win new clients across Wealth Management, Asset Management, Banking, and related financial markets. You will own the full sales lifecycle, build executive relationships, and coordinate cross-functional teams to close complex consulting engagements.

Ideal candidates have 8+ years selling complex technology services, demonstrated success in financial services, and a proven track record of