Remote Salesforce Financial Services Account Executive
FormativGroup, LLC
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Job summary
FormativGroup is a technology consulting and engineering firm helping organizations modernize through Salesforce, data, integration, automation, and AI. The Salesforce Account Executive – Financial Services leads pursuit strategy, builds executive relationships, and drives multi-million bookings across Wealth Management, Asset Management, Banking, and related financial markets.
This remote role requires consultative selling, a proven record of acquiring new clients and expanding strategic
Qualifications
- Bachelor’s degree in Business or IT required.
- MBA or advanced degree a plus.
Responsibilities
- Develop and execute targeted account and territory strategies across the full sales lifecycle.
- Drive new-logo acquisition and expand existing accounts in Wealth Management, Asset Management, Banking.
- Lead pursuit strategy with AE, Industry SME, Solution Eng, Alliance, Delivery, and executives.
- Maintain strong forecast accuracy and a qualified sales pipeline.
- Collaborate with Salesforce and internal teams to close complex engagements.
- Represent FormativGroup at account planning, joint GTM activities, and industry events.
Skills
Education
Tools
Job description
FormativGroup is a technology consulting and engineering firm helping organizations modernize through Salesforce, data, integration, automation, and AI. The Salesforce Account Executive – Financial Services leads pursuit strategy, builds executive relationships, and drives multi-million bookings across Wealth Management, Asset Management, Banking, and related financial markets.
This remote role requires consultative selling, a proven record of acquiring new clients and expanding strategic
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