Remote Salesforce Financial Services Account Exec

FormativGroup, LLC; Oklahoma City (OK); Remote; USD 175,000 - 185,000; Full time

Job summary

FormativGroup, LLC is seeking an experienced Salesforce Account Executive - Financial Services to accelerate bookings and acquire new clients across Wealth Management, Asset Management, and Banking. You will own the full sales lifecycle, develop executive relationships, and orchestrate teams to shape and close complex engagements.

The role emphasizes consultative selling, understanding industry business models, and delivering high-quality client experiences, with remote work up to 50% travel and

Qualifications

• 8-10+ years selling complex technology consulting or digital transformation services to mid-sized/enterprise clients.
• Experience selling into Wealth Management, Asset Management or Banking sectors preferred.
• Proven track record meeting or exceeding $4-6M annual sales quotas.

Responsibilities

• Develop and execute targeted account/territory strategies across full sales lifecycle.
• Drive new-logo acquisition and expand existing accounts in wealth/asset management and banking.
• Build relationships with Salesforce executives, Industry SMEs, Solution Engineers, and partners.
• Lead pursuit strategy and orchestrate cross-functional resources across opportunities.
• Develop account strategies around Wealth & Asset Management priorities and AI-enabled operating models.
• Lead commercial strategy including qualification, pricing coordination, negotiation and contract closure.
• Deliver accurate forecasts with pipeline progression, close plans, risks, and resource needs.

Skills

Executive communication

Stakeholder management

Consultative selling

Forecasting

Negotiation

Multi-stakeholder coordination

Strategic account planning

Education

Bachelor's degree in Business or IT

Tools

Salesforce Financial Services Cloud

Salesforce Data Cloud

Salesforce Agentforce

Job description

FormativGroup, LLC is seeking an experienced Salesforce Account Executive - Financial Services to accelerate bookings and acquire new clients across Wealth Management, Asset Management, and Banking. You will own the full sales lifecycle, develop executive relationships, and orchestrate teams to shape and close complex engagements.

The role emphasizes consultative selling, understanding industry business models, and delivering high-quality client experiences, with remote work up to 50% travel and