Remote Salesforce Financial Services Account Executive

FormativGroup, LLC; Iowa City (IA); Remote; USD 90,000 - 180,000; Full time

Benefits offered by this job

Benefits package

Discretionary bonuses

401(k)

Job summary

FormativGroup is seeking a Salesforce Account Executive - Financial Services to drive bookings and expand strategic accounts in Wealth Management, Asset Management, and Banking. This role combines consultative selling with deep Salesforce relationship building and cross-functional collaboration to close complex engagements.

You will own the full sales lifecycle, develop executive relationships, and orchestrate internal and partner teams to deliver measurable business outcomes, with up to 50%

Qualifications

• Experience selling complex consulting or digital transformation to financial services.
• Proven record of multi-million bookings.
• Experience with Salesforce ecosystem partnerships.
• Strong executive-level communication.
• Ability to work in a remote, travel-heavy role.

Responsibilities

• Develop account and territory strategies across full sales lifecycle.
• Drive new-logo acquisition and expand existing accounts.
• Lead pursuit strategy with cross-functional teams.
• Manage forecasts, pipeline, and close plans.
• Represent FormativGroup in industry events.

Skills

Consultative selling

Executive relationships

Forecasting

Pipeline management

Strategic account growth

Wealth/Asset Management

Education

Bachelors degree

MBA a plus

Tools

Salesforce

Data Cloud

Job description

FormativGroup is seeking a Salesforce Account Executive - Financial Services to drive bookings and expand strategic accounts in Wealth Management, Asset Management, and Banking. This role combines consultative selling with deep Salesforce relationship building and cross-functional collaboration to close complex engagements.

You will own the full sales lifecycle, develop executive relationships, and orchestrate internal and partner teams to deliver measurable business outcomes, with up to 50%