Remote Salesforce Account Executive - Financial Services

FormativGroup, LLC; Muncie (IN); Remote; USD 175,000 - 185,000; Full time

Job summary

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

This remote role emphasizes consultative selling, strong relationships with Salesforce stakeholders, and deep knowledge of financial services business models.

Qualifications

• 8-10+ years selling complex technology consulting, platform implementation, or digital transformation services to mid-sized and enterprise clients.
• Experience selling into Wealth Management, Asset Management, Banking, or related financial-services organizations, with emphasis on Wealth/Asset Management.
• Experience working with Salesforce's Financial Services sales organization and BWAM segment.
• Proven track record of meeting/exceeding sales quotas in the $4-6 million range.
• Experience leading multi-stakeholder pursuits and coordinating presales, industry, delivery, alliance, legal, and executive resources.

Responsibilities

• Develop and execute targeted account and territory strategies across the full sales lifecycle.
• Drive new-logo acquisition and expand accounts across wealth managers, asset managers, banks, credit unions, and other financial institutions.
• Build trusted relationships with Salesforce Account Executives, Regional VPs, Industry Advisors, Solution Engineers, and Partner Sales Managers.
• Lead pursuit strategy and coordinate resources across opportunities.
• Develop account strategies around Wealth/Asset Management priorities and Banking opportunities.
• Secure large, multi-year engagements with a target of $4-6 million in annual bookings.
• Maintain a strong, qualified sales pipeline (3-4x coverage).
• Lead commercial strategy including qualification, pricing coordination, negotiation, and contract closure.
• Deliver accurate forecasts and maintain pipeline and forecast discipline.
• Collaborate with senior leadership to ensure consistent execution and achievement of targets.

Skills

Sales leadership

Consultative selling

Executive relationships

Sales lifecycle

Wealth Management

Asset Management

Salesforce FS Cloud

New logo

Global delivery

Education

Bachelor's degree in Business, IT, or related

Tools

Salesforce FS Cloud

Salesforce Data Cloud

Job description

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

This remote role emphasizes consultative selling, strong relationships with Salesforce stakeholders, and deep knowledge of financial services business models.