Remote Salesforce Account Exec — Financial Services Growth

FormativGroup, LLC; San Francisco (CA); Remote; USD 175,000 - 185,000; Full time

Benefits offered by this job

Remote role

Job summary

FormativGroup, a technology consulting and engineering firm, seeks a Salesforce Account Executive - Financial Services to accelerate bookings, acquire new clients, and expand strategic accounts within Wealth Management, Asset Management, and Banking. The role emphasizes executive relationship building and delivering complex consulting engagements across the Salesforce ecosystem.

The ideal candidate has 8–10+ years of selling complex technology services, a proven track record in FS segments, and

Qualifications

• 8–10+ years selling complex technology consulting or digital transformation services.
• Experience selling into Wealth/Asset Management, Banking, or financial services.
• Proven record of meeting or exceeding $4–6M annual bookings quotas.

Responsibilities

• Develop and execute targeted account and territory strategies across the full sales lifecycle.
• Drive new-logo acquisition and expand existing accounts in financial services.
• Lead pursuit strategy with cross-functional teams including presales, delivery, and executives.

Skills

Sales leadership

Complex sales

Executive relationships

Consultative selling

Industry knowledge

Education

Bachelor's degree

MBA preferred

Tools

Salesforce

Job description

FormativGroup, a technology consulting and engineering firm, seeks a Salesforce Account Executive - Financial Services to accelerate bookings, acquire new clients, and expand strategic accounts within Wealth Management, Asset Management, and Banking. The role emphasizes executive relationship building and delivering complex consulting engagements across the Salesforce ecosystem.

The ideal candidate has 8–10+ years of selling complex technology services, a proven track record in FS segments, and