Remote Salesforce Account Exec: FinServ Growth

FormativGroup, LLC; Accident (AR); Remote; USD 175,000 - 185,000; Full time

Benefits offered by this job

Medical benefits

401(k)

Paid time off

Job summary

FormativGroup is seeking an experienced Salesforce Account Executive - Financial Services to accelerate bookings, acquire new clients, and expand strategic accounts across Wealth Management, Asset Management, Banking, and more.

Responsibilities include leading full sales lifecycle, building executive relationships, coordinating cross-functional teams, and driving multi-year engagements with profitable revenue growth.

Qualifications

• 8–10+ years selling complex technology consulting to mid-sized and enterprise clients.
• Experience selling into Wealth Management, Asset Management, Banking, or related financial-services organizations.
• Direct experience with Salesforce's Financial Services sales organization preferred.
• Proven track record of meeting or exceeding annual sales quotas in the $4-6 million range.
• Experience coordinating multi-stakeholder pursuits with presales, industry, delivery, alliance, and executive resources.

Responsibilities

• Develop and execute targeted account and territory strategies spanning the full sales lifecycle.
• Drive new-logo acquisition and expand existing accounts across wealth managers, asset managers, banks, and other financial institutions.
• Build trusted relationships with Salesforce Account Executives, VP-level stakeholders, and other team members.
• Lead pursuit strategy and orchestrate resources across opportunities.
• Develop account strategies around Wealth and Asset Management priorities including onboarding and AI-enabled operating models.
• Secure large, multi-year consulting engagements and maintain profitability.

Skills

Complex technology sales

Wealth management

Account management

Executive relationship building

Forecasting and pipeline management

Education

Bachelor's degree

MBA or advanced degree

Tools

Salesforce

CRM systems

Job description

FormativGroup is seeking an experienced Salesforce Account Executive - Financial Services to accelerate bookings, acquire new clients, and expand strategic accounts across Wealth Management, Asset Management, Banking, and more.

Responsibilities include leading full sales lifecycle, building executive relationships, coordinating cross-functional teams, and driving multi-year engagements with profitable revenue growth.