Remote Salesforce Account Executive – FinServ Growth

FormativGroup, LLC; Hartford (CT); Remoto; USD 180.000 - 320.000; Tempo pieno

Vantaggi offerti da questo lavoro

Remote role

Travel up to 50%

Competitive compensation

Benefits package

Descrizione del lavoro

FormativGroup, LLC seeks a Salesforce Account Executive - Financial Services to accelerate bookings across Wealth Management, Asset Management, and Banking. You will own the full sales lifecycle, build executive relationships, and orchestrate cross-functional teams to shape multi-year consulting engagements.

You will develop targeted account strategies, drive new-logo acquisition, and manage a 3–4x bookings coverage while maintaining profitability. Remote role with up to 50% travel.

Competenze

• 8–10+ years selling complex technology consulting, platform implementation, or digital transformation services to mid-sized and enterprise clients.
• Demonstrated success selling into Wealth Management, Asset Management, Banking, or related financial-services organizations, with strength in Wealth/Asset Management.
• Experience working directly with Salesforce’s Financial Services sales organization and BWAM segment preferred.
• Proven track record of acquiring new clients and expanding strategic accounts through direct and partner-led sales motions.
• Experience closing multi-year consulting engagements with large deals and creative solutions.

Mansioni

• Develop and execute targeted account and territory strategies across full sales lifecycle, from opportunity creation to contract signature and expansion.
• Drive new-logo acquisition and expand existing accounts across wealth managers, asset managers, banks, credit unions, and other financial institutions.
• Build trusted relationships with Salesforce Account Executives, Industry SMEs, Solution Engineers, and partners aligned to Financial Services and BWAM.
• Lead pursuit strategy and orchestrate appropriate resources across opportunities to shape and close engagements.
• Develop account strategies around Wealth/Asset Management priorities, including productivity, growth, onboarding, data modernization, and AI-enabled operating models.
• Identify and pursue Banking opportunities, including growth, service transformation, and data/AI modernization.
• Secure large, multi-year engagements with a target of $4-6 million in annual bookings while maintaining profitability.
• Maintain a strong pipeline with 3–4x coverage against annual bookings target.

Conoscenze

Enterprise selling

Wealth management

Sales leadership

Strategic account management

Consultative selling

Relationship building

Forecasting

Cross-functional collaboration

Contract negotiation

Business development

Formazione

Bachelor's degree

Strumenti

Salesforce

Descrizione del lavoro

FormativGroup, LLC seeks a Salesforce Account Executive - Financial Services to accelerate bookings across Wealth Management, Asset Management, and Banking. You will own the full sales lifecycle, build executive relationships, and orchestrate cross-functional teams to shape multi-year consulting engagements.

You will develop targeted account strategies, drive new-logo acquisition, and manage a 3–4x bookings coverage while maintaining profitability. Remote role with up to 50% travel.