Remote Salesforce Account Executive - Financial Services

FormativGroup, LLC; New Jersey; Remote; USD 180.000 - 260.000; Vollzeit

Benefits dieser Stelle

Remote role (up to 50% travel)

Competitive compensation package

Pay equity and transparency

Zusammenfassung

FormativGroup, LLC is seeking a Salesforce Account Executive - Financial Services to accelerate bookings and expand strategic accounts across Wealth Management, Asset Management, Banking, and related financial services markets. The role emphasizes consultative selling, executive relationships, and cross-functional collaboration with Salesforce teams.

The ideal candidate will own the full sales lifecycle, shape complex engagements, and drive multi-year, multi-million-dollar bookings while

Qualifikationen

• 8-10+ years selling complex technology consulting or digital transformation services to mid-sized and enterprise clients.
• Proven success in Wealth Management, Asset Management, Banking, or related financial services sectors.
• Experience with Salesforce's Financial Services sales organization is highly preferred.

Aufgaben

• Develop and execute targeted account and territory strategies across the full sales lifecycle.
• Drive new-logo acquisition and expand existing accounts within financial services clients.
• Lead pursuit strategy and coordinate cross-functional teams for complex engagements.
• Build executive-level relationships with clients and Salesforce ecosystem partners.
• Maintain a strong pipeline, accurate forecasts, and aligned account plans.

Kenntnisse

Executive relationships

Consultative selling

Forecasting

Pipeline management

Multi-stakeholder leadership

Opportunity qualification

Pricing coordination

Negotiation

Business development

Sales leadership

Ausbildung

Bachelor's degree in Business/IT

Tools

Salesforce

Data Cloud

Jobbeschreibung

FormativGroup, LLC is seeking a Salesforce Account Executive - Financial Services to accelerate bookings and expand strategic accounts across Wealth Management, Asset Management, Banking, and related financial services markets. The role emphasizes consultative selling, executive relationships, and cross-functional collaboration with Salesforce teams.

The ideal candidate will own the full sales lifecycle, shape complex engagements, and drive multi-year, multi-million-dollar bookings while