Remote Salesforce Account Executive - Financial Services

FormativGroup, LLC; Carson City (NV); Remote; USD 175,000 - 185,000; Full time

Benefits offered by this job

Remote work

Up to 50% travel

Competitive compensation package

Job summary

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

The role emphasizes consultative selling, deep knowledge of Salesforce Financial Services Cloud, and a track record of growing

Qualifications

• 8-10+ years of success selling complex technology consulting, platform implementation, or digital transformation services to mid-sized and enterprise clients.
• Demonstrated success selling into Wealth Management, Asset Management, Banking, or closely related financial-services organizations, with Wealth/Asset Management strength.
• Experience working directly with Salesforce's Financial Services sales organization and established relationships within the BWAM segment.
• Demonstrated success acquiring new clients and expanding strategic accounts through both direct and partner-led sales motions.
• A proven record of meeting or exceeding annual sales quotas in the $4-6 million range.
• Experience coordinating presales, industry, delivery, alliance, legal, and executive resources.
• Knowledge of Salesforce Financial Services Cloud, Data Cloud, and common financial-services processes.
• Ability to build executive-level relationships and run structured discovery conversations.

Responsibilities

• Develop and execute account and territory strategies across the full sales lifecycle.
• Drive new-logo acquisition and expand existing accounts in wealth management, asset management, banks, and other financial institutions.
• Build trusted relationships with Salesforce Account Executives, Regional VPs, Industry Advisors, Solution Engineers, and Partner Managers.
• Lead pursuit strategy and orchestrate internal and partner resources across opportunities.
• Develop account strategies around Wealth and Asset Management priorities and banking opportunities.
• Secure large, multi-year consulting engagements with a target of $4-6 million in annual bookings.
• Maintain a strong, qualified sales pipeline (3-4x coverage).
• Collaborate with executive leadership to ensure consistent execution and revenue targets.

Skills

Enterprise sales

Sales cycle management

Relationship building

Executive communication

Education

Bachelor's degree in Business, Information Technology, or related field

Tools

Salesforce

Salesforce Financial Services Cloud

Data Cloud

Agentforce

Job description

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

The role emphasizes consultative selling, deep knowledge of Salesforce Financial Services Cloud, and a track record of growing