Remote Salesforce Account Executive – Financial Services

FormativGroup, LLC; Alton (IL); Remote; USD 140,000 - 200,000; Full time

Benefits offered by this job

Discretionary bonuses

Comprehensive benefits package

Job summary

FormativGroup is a technology consulting and engineering firm helping regulated industries modernize through enterprise platforms, data, and AI. We focus on wealth managers, asset managers, banks, and financial services, owning opportunities from first conversation through close.

The Salesforce Account Executive - Financial Services role emphasizes consultative selling, strong Salesforce Relationships, and practical industry knowledge to win multi-year engagements and deliver exceptional client

Qualifications

• 8-10+ years of success selling complex technology consulting or digital transformation services.
• Experience selling into Wealth Management, Asset Management, Banking, or related financial services.
• Proven ability to acquire new clients and expand strategic accounts with direct and partner-led motions.

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 segments.
• Build relationships with Salesforce executives, Industry SMEs, and delivery leaders to shape solutions.
• Lead commercial strategy, including qualification, pricing coordination, negotiation, and contract closure.
• Deliver accurate forecasts and maintain a strong, qualified pipeline (3–4x coverage).

Skills

Relationship-building

Executive communication

Consultative selling

Forecasting

Pipeline management

Education

Bachelor's degree in Business/IT

Tools

Salesforce

CRM tools

Job description

FormativGroup is a technology consulting and engineering firm helping regulated industries modernize through enterprise platforms, data, and AI. We focus on wealth managers, asset managers, banks, and financial services, owning opportunities from first conversation through close.

The Salesforce Account Executive - Financial Services role emphasizes consultative selling, strong Salesforce Relationships, and practical industry knowledge to win multi-year engagements and deliver exceptional client