Remote Salesforce AE - Financial Services Growth

FormativGroup, LLC

Madison (WI)

Remote

USD 175,000 - 185,000

Full time

5 days ago

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Job summary

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

The role emphasizes consultative selling, deep knowledge of Salesforce Financial Services, and delivering high-quality client experiences in

Qualifications

8-10+ years selling complex technology consulting or digital transformation services to mid-sized and enterprise clients.
Proven success selling into Wealth Management, Asset Management, Banking, or related financial services.
Experience with Salesforce Financial Services and BWAM segment preferred.
Track record of meeting or exceeding annual sales quotas in the $4-6 million range.
Experience coordinating multi-stakeholder pursuits and cross-functional teams.

Responsibilities

Develop and execute targeted account and territory strategies across full sales lifecycle.
Drive new-logo acquisition and expand existing accounts in wealth and asset management and banking.
Build relationships with Salesforce executives and ecosystem stakeholders.
Lead pursuit strategy and coordinate resources across opportunities.
Maintain a strong, qualified sales pipeline with 3-4x coverage.
Deliver accurate forecasts and manage close plans, risks, and needs.