Remote Salesforce Financial Services Account Executive

FormativGroup, LLC; Illinois; Remote; USD 120,000 - 230,000; Full time

Job summary

FormativGroup, LLC seeks a Salesforce Account Executive - Financial Services to accelerate bookings and expand strategic accounts across Wealth Management, Asset Management, Banking, and related financial‑services markets. The role blends consultative selling with deep Salesforce ecosystem engagement, including executive relationship development.

Remote work with up to 50% travel, targeting multi‑year engagements and substantial annual bookings while maintaining profitability and client

Qualifications

• 8-10+ years selling complex technology consulting or digital transformation services.
• Experience selling into Wealth Management, Asset Management, Banking, or related financial services.
• Established relationships with Salesforce Financial Services and BWAM segments is a plus.

Responsibilities

• Develop account and territory strategies from opportunity creation to closure.
• Drive new-logo acquisition and expand existing strategic financial-services accounts.
• Lead cross-functional pursuit teams and coordinate with industry SMEs and partners.
• Deliver accurate forecasts, manage pipeline, and ensure profitable bookings.

Skills

Complex technology sales

Wealth/Asset Management know-how

Executive relationship building

Forecasting and pipeline management

Consultative selling

Education

Bachelor's degree in Business or IT

Tools

Salesforce

Job description

FormativGroup, LLC seeks a Salesforce Account Executive - Financial Services to accelerate bookings and expand strategic accounts across Wealth Management, Asset Management, Banking, and related financial‑services markets. The role blends consultative selling with deep Salesforce ecosystem engagement, including executive relationship development.

Remote work with up to 50% travel, targeting multi‑year engagements and substantial annual bookings while maintaining profitability and client