Remote Salesforce Account Executive – Financial Services

FormativGroup, LLC; Idaho Falls (ID); Teletrabalho; USD 175 000 - 185 000; Tempo integral

Resumo da oferta

FormativGroup is seeking an experienced Salesforce Account Executive for Financial Services. The role focuses on growth across Wealth Management, Asset Management, Banking, and related markets, driving multi-year consulting engagements and strategic value delivery.

You will develop account strategies, build executive relationships, and lead cross-functional pursuit teams to close high-value opportunities with profitability and client satisfaction at the forefront.

Qualificações

• 8-10+ years selling complex technology consulting or digital transformation to enterprise clients.
• Experience selling into Wealth Management, Asset Management, Banking, or related financial services.
• Proven ability to acquire new clients and expand strategic accounts with multi-stakeholder teams.

Responsabilidades

• Develop and execute account and territory strategies across the full sales lifecycle.
• Drive new-logo acquisition and expand existing financial services accounts.
• Build executive relationships with Salesforce and C-suite stakeholders.
• Lead pursuit strategy and coordinate cross-functional teams to close complex engagements.
• Deliver accurate forecasts and maintain a strong sales pipeline.

Conhecimentos

Executive relationships

Sales lifecycle

Consultative selling

Forecasting

Stakeholder management

Business development

Formação académica

Bachelor's degree

Ferramentas

Salesforce

Descrição da oferta de emprego

FormativGroup is seeking an experienced Salesforce Account Executive for Financial Services. The role focuses on growth across Wealth Management, Asset Management, Banking, and related markets, driving multi-year consulting engagements and strategic value delivery.

You will develop account strategies, build executive relationships, and lead cross-functional pursuit teams to close high-value opportunities with profitability and client satisfaction at the forefront.