Remote Salesforce Financial Services Account Executive

FormativGroup, LLC; Maryland; Remote; USD 175,000 - 185,000; Full time

Job summary

FormativGroup, LLC is hiring a Salesforce Account Executive focused on Financial Services. You will accelerate bookings, acquire new clients, and expand strategic accounts across Wealth/Asset Management and Banking. You will own the full sales lifecycle and build executive relationships with Salesforce and client executives.

Remote role with up to 50% travel; Northeast US preference. Compensation ranges from $175,000 to $185,000 USD annually, plus incentives.

Qualifications

• 8-10+ years selling complex technology consulting or digital transformations.
• Experience in Wealth Management, Asset Management or Banking; BWAM focus preferred.
• Proven track record meeting $4-6M annual bookings targets.
• Proven ability to lead multi-stakeholder pursuits and coordinate resources.

Responsibilities

• Develop and execute targeted account and territory strategies across full sales lifecycle.
• Drive new-logo acquisition and expand existing accounts in financial services.
• Lead pursuit strategy with cross-functional teams for complex engagements.
• Manage account plans, forecast accuracy, and long-term client value.
• Engage C-suite and Salesforce executives, aligning capabilities with priorities.

Skills

Strategic selling

Executive relationship building

Pipeline management

Forecasting & risk management

Stakeholder management

Business development

Consultative selling

Multi-stakeholder coordination

Education

Bachelor's degree in Business/IT

MBA or equivalent

Tools

Salesforce CRM

CRM systems

Job description

FormativGroup, LLC is hiring a Salesforce Account Executive focused on Financial Services. You will accelerate bookings, acquire new clients, and expand strategic accounts across Wealth/Asset Management and Banking. You will own the full sales lifecycle and build executive relationships with Salesforce and client executives.

Remote role with up to 50% travel; Northeast US preference. Compensation ranges from $175,000 to $185,000 USD annually, plus incentives.