Remote Salesforce Account Executive – Financial Services Growth
FormativGroup, LLC
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Job summary
FormativGroup is seeking an experienced Salesforce Account Executive to accelerate bookings and expand strategic accounts in Wealth/Asset Management, Banking, and related financial services. You will own the full sales lifecycle, build executive relationships, and orchestrate cross-functional teams to shape and close complex engagements.
You will combine consultative selling with deep Salesforce Financial Services knowledge to drive profitable growth, forecast accuracy, and a superior client
Qualifications
- 8-10+ years selling complex technology consulting to enterprise clients.
- Proven success in Wealth Management, Asset Management or Banking.
- Experience selling into Salesforce Financial Services ecosystem.
- History of meeting or exceeding $4–6M annual bookings.
- Ability to lead multi-stakeholder pursuits with cross-functional teams.
Responsibilities
- Develop and execute targeted account strategies across full sales lifecycle.
- Drive new-logo acquisition and expand existing financial-services accounts.
- Build executive relationships with Salesforce and client stakeholders.
- Lead pursuit strategy with cross-functional resources to close engagements.
- Forecast accurately and maintain a robust sales pipeline.
Skills
Education
Tools
Job description
FormativGroup is seeking an experienced Salesforce Account Executive to accelerate bookings and expand strategic accounts in Wealth/Asset Management, Banking, and related financial services. You will own the full sales lifecycle, build executive relationships, and orchestrate cross-functional teams to shape and close complex engagements.
You will combine consultative selling with deep Salesforce Financial Services knowledge to drive profitable growth, forecast accuracy, and a superior client
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