Remote Salesforce Account Executive - Financial Services

FormativGroup, LLC; New Hampshire; Remote; USD 175,000 - 185,000; Full time

Job summary

FormativGroup seeks a Salesforce Account Executive - Financial Services to accelerate bookings, acquire new clients, and expand strategic accounts across Wealth Management, Asset Management, Banking, and related markets. You will own the full sales lifecycle and build executive relationships within Salesforce ecosystem to shape and close complex consulting engagements.

This remote role allows up to 50% travel; Northeast US is preferred and NH residents are acceptable.

Qualifications

• 8-10+ years selling complex technology consulting to mid-sized and enterprise clients.
• Proven success selling into Wealth Management, Asset Management, Banking.
• Experience with Salesforce's Financial Services sales organization and BWAM segment.
• Proven track record meeting $4-6M annual quotas.
• Experience leading multi-stakeholder pursuits with presales, delivery, and legal resources.
• Strong executive communication and consultative selling abilities.
• Experience in global/matrix delivery environments.

Responsibilities

• Develop and execute targeted account and territory strategies across full sales lifecycle.
• Drive new-logo acquisition and expand existing accounts in financial services.
• Build trusted relationships with Salesforce AEs, VPs, Industry Advisors, Solution Engineers, and partners.
• Lead pursuit strategy and coordinate cross-functional resources for opportunities.
• Develop account strategies around Wealth/Asset Management priorities.
• Identify and pursue Banking opportunities including data and AI modernization.
• Secure large, multi-year engagements with $4–6M in annual bookings.
• Maintain a strong sales pipeline with 3–4x coverage.
• Forecast accurately and manage risk, resources, and next steps.

Skills

Executive communication

Consultative selling

Pipeline management

Forecasting

Relationship management

Strategic growth

Cross-functional collaboration

Education

Bachelor's degree

MBA preferred

Tools

Salesforce Financial Services Cloud

Salesforce Data Cloud

Agentforce

Job description

FormativGroup seeks a Salesforce Account Executive - Financial Services to accelerate bookings, acquire new clients, and expand strategic accounts across Wealth Management, Asset Management, Banking, and related markets. You will own the full sales lifecycle and build executive relationships within Salesforce ecosystem to shape and close complex consulting engagements.

This remote role allows up to 50% travel; Northeast US is preferred and NH residents are acceptable.