Remote Salesforce FinServ Account Exec — Growth & Strategy

FormativGroup, LLC

Austin (TX)

Remote

USD 175,000 - 185,000

Full time

5 days ago

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Benefits offered by this job

Medical benefits

Dental benefits

401(k)

Job summary

FormativGroup is seeking an accomplished Salesforce Account Executive - Financial Services to accelerate bookings and expand strategic clients across Wealth Management, Asset Management, Banking, and related segments. You will own the full sales lifecycle, build executive relationships, and coordinate internal and partner teams to close complex engagements.

Predominant emphasis on Wealth/Asset Management with capability to grow across Banking.

Qualifications

8-10+ years selling complex technology consulting to mid-sized and enterprise clients.
Experience selling into Wealth Management, Asset Management, Banking, or related financial services.
Strong executive engagement and cross-functional coordination capabilities.

Responsibilities

Develop and execute targeted account and territory strategies across the full sales lifecycle.
Drive new-logo acquisition and expand existing accounts in financial services segments.
Lead pursuit strategy with cross-functional resources including partners and delivery teams.
Maintain a strong, qualified sales pipeline with 3-4x coverage against bookings targets.
Deliver accurate forecasts and ensure profitable revenue growth through strategic account plans.