Remote Salesforce Account Executive for Financial Services Growth

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

Job summary

FormativGroup is seeking an accomplished Salesforce Account Executive to accelerate bookings and acquire new clients across Wealth Management, Asset Management, Banking, and related financial services markets. This role owns the full sales lifecycle and builds executive-level relationships to close complex engagements.

The candidate will combine consultative selling with deep knowledge of Salesforce Financial Services products, aiming for large multi-year consulting engagements and profitable

Qualifications

• 8-10+ years selling complex technology consulting, platform implementation, or digital transformation services to mid-sized and enterprise clients.
• Experience selling into Wealth Management, Asset Management, Banking, or related financial-services organizations.
• Direct experience with Salesforce's Financial Services sales organization and BWAM segment preferred.
• Proven track record of meeting or exceeding annual sales quotas in the $4-6 million range.
• Experience leading complex, multi-stakeholder pursuits and coordinating presales, industry, delivery, alliance, legal, and executive resources.
• Strong knowledge of Salesforce Financial Services Cloud, Data Cloud, Agentforce, and related processes.

Responsibilities

• Develop and execute targeted account/territory strategies across the full sales lifecycle.
• Drive new-logo acquisition and expand existing accounts within Wealth Management, Asset Management, Banking, and financial institutions.
• Build trusted relationships with Salesforce AE, RVPs, Industry Advisors, Solution Engineers, and Partner Sales Managers.
• Lead pursuit strategy and orchestrate resources across active opportunities.
• Develop account strategies around Wealth/Asset Management priorities including onboarding, data modernization, and AI-enabled operating models.
• Lead commercial strategy for major opportunities including qualification, pricing coordination, negotiation, and contract closure.

Skills

Executive relationships

Consultative selling

Forecasting

Stakeholder management

Strategic account management

Value-driven selling

Education

Bachelor's degree

MBA or advanced degree (plus)

Tools

Salesforce

Salesforce Financial Services Cloud

Data Cloud

Agentforce

Job description

FormativGroup is seeking an accomplished Salesforce Account Executive to accelerate bookings and acquire new clients across Wealth Management, Asset Management, Banking, and related financial services markets. This role owns the full sales lifecycle and builds executive-level relationships to close complex engagements.

The candidate will combine consultative selling with deep knowledge of Salesforce Financial Services products, aiming for large multi-year consulting engagements and profitable