Remote Salesforce Account Executive – FinServ Growth

FormativGroup, LLC; Philadelphia (Philadelphia County); Remote; USD 180,000 - 320,000; Full time

Job summary

FormativGroup is seeking an accomplished Salesforce Account Executive - Financial Services to accelerate bookings and expand strategic accounts across Wealth Management, Asset Management, and Banking. You will own the full sales lifecycle, build executive-level relationships, and coordinate cross-functional teams to close complex engagements.

You will drive new-logo acquisition, manage multi-year deals, and maintain a robust pipeline, while ensuring profitable growth and an exceptional client

Qualifications

• 8–10+ years in selling complex technology consulting, platform implementation, or digital transformation services.
• Proven track record selling into Wealth Management, Asset Management, Banking, or related financial services.
• Experience with Salesforce Financial Services sales organization and BWAM segment strongly preferred.
• Proven ability to acquire new clients and expand strategic accounts with direct and partner-led motions.
• Record of meeting or exceeding annual sales quotas in the $4–6 million range.
• Experience leading multi-stakeholder pursuits with presales, industry, delivery, alliance, and legal teams.
• Strong executive communication, consultative selling, stakeholder management, and business development.

Responsibilities

• Develop and execute targeted account strategies across the full sales lifecycle.
• Drive new-logo acquisition and expand existing accounts across financial institutions.
• Build trusted relationships with Salesforce executives and internal/partner stakeholders.
• Lead pursuit strategy and coordinate resources across opportunities.
• Develop account strategies around Wealth, Asset Management, and Banking priorities.
• Secure large, multi-year engagements with high profitability and scope.
• Maintain a strong, qualified sales pipeline with 3–4x coverage of annual bookings.
• Represent FormativGroup in account planning, GTM activities, and relevant industry events.
• Deliver accurate forecasts with pipeline progression, close plans, and risks.
• Collaborate with senior leadership to ensure consistent execution and outcomes.

Skills

Sales leadership

Consultative selling

Executive relationships

Forecasting & pipeline mgmt

Stakeholder management

Negotiation

Multi-stakeholder coordination

Offshore delivery collaboration

Education

Bachelor's degree in Business or IT

MBA or advanced degree

Tools

Salesforce Financial Services Cloud

Salesforce Data Cloud

Agentforce

Job description

FormativGroup is seeking an accomplished Salesforce Account Executive - Financial Services to accelerate bookings and expand strategic accounts across Wealth Management, Asset Management, and Banking. You will own the full sales lifecycle, build executive-level relationships, and coordinate cross-functional teams to close complex engagements.

You will drive new-logo acquisition, manage multi-year deals, and maintain a robust pipeline, while ensuring profitable growth and an exceptional client