Remote Salesforce Financial Services Account Executive

FormativGroup, LLC; Crystal Bay (NV); Teletrabalho; USD 150 000 - 250 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Remote work

Competitive compensation and benefits

Resumo da oferta

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

You will combine consultative selling with deep industry knowledge of financial services, focusing on Wealth/Asset

Qualificações

• 8-10+ years selling complex technology consulting or digital transformation services to enterprise clients.
• Experience selling into Wealth Management, Asset Management, Banking, or financial services.
• Experience with Salesforce Financial Services ecosystem preferred.
• Proven track record of acquiring new clients and expanding strategic accounts.
• Consistent history of meeting or exceeding multi-million-dollar quotas.

Responsabilidades

• Develop and execute targeted account/territory strategies across Wealth, Asset Management, Banking.
• Drive new-logo acquisition and expand existing accounts across financial institutions.
• Lead pursuit strategy and coordinate resources across stakeholders.
• Maintain strong, qualified sales pipeline with 3-4x coverage against bookings target.
• Deliver accurate forecasts and close plans with risk and resource visibility.

Conhecimentos

Relationship selling

Consultative selling

Executive communication

Forecasting

Sales strategy

Sales cycle leadership

Bid/Proposal development

Partner collaboration

Industry knowledge: financial services

Account growth

Formação académica

Bachelor's degree

MBA or advanced degree (plus)

Ferramentas

Salesforce

Descrição da oferta de emprego

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

You will combine consultative selling with deep industry knowledge of financial services, focusing on Wealth/Asset