Remote Salesforce FinServ Account Executive

FormativGroup, LLC; Saint Paul (MN); À distance; USD 180 000 - 300 000; Plein temps

Résumé du poste

FormativGroup is seeking a Salesforce Account Executive - Financial Services to accelerate bookings, acquire new clients, and expand strategic accounts in Wealth Management, Asset Management, Banking, and related markets. You will own the full sales lifecycle, build executive relationships, and orchestrate cross-functional teams to close complex engagements.

You will leverage consultative selling and deep industry knowledge to shape opportunities, maintain a robust pipeline, and deliver strong

Qualifications

• 8–10+ years selling complex technology consulting or digital transformation services.
• Experience in Wealth Management, Asset Management, Banking.
• Direct experience with Salesforce Financial Services sales organization and BWAM segment preferred.
• Proven success acquiring new clients and expanding strategic accounts.
• Track record meeting or exceeding $4–6M annual sales quotas.
• Experience leading multi-stakeholder pursuits and coordinating presales, delivery, and legal resources.
• Knowledge of financial-services processes and regulatory considerations.
• Ability to build executive relationships and conduct discovery with funded priorities.
• Experience in global or matrixed delivery environments.
• Strong commercial judgment on qualification, pricing, and bids.
• Excellent executive communication and business development capabilities.
• History of long-term client/partner relationships.

Responsabilités

• Develop and execute targeted account and territory strategies across the full sales lifecycle.
• Drive new-logo acquisition and expand existing accounts in Wealth and Asset Management and Banking.
• Build trusted relationships with Salesforce and internal partners.
• Lead pursuit strategy and coordinate cross-functional resources.
• Develop strategies around wealth, asset, and banking priorities.
• Secure large, multi-year consulting engagements with aggressive bookings targets.
• Maintain a strong, qualified pipeline with 3–4x coverage.
• Align FormativGroup capabilities with client initiatives and measurable outcomes.
• Represent FormativGroup in account planning and joint go-to-market activities.
• Lead commercial strategy: qualification, pricing, negotiation, and closures.
• Deliver accurate forecasts with clear next steps and risks.

Connaissances

Enterprise sales

Wealth management

Asset management

Financial services

Salesforce ecosystem

Executive relationships

Forecasting

Multi-stakeholder coordination

Negotiation & pricing

Opportunity management

Business development

Strategic account growth

Formation

Bachelor's degree

MBA (plus)

Outils

Salesforce

Salesforce Financial Services Cloud

Data Cloud

Agentforce

Description du poste

FormativGroup is seeking a Salesforce Account Executive - Financial Services to accelerate bookings, acquire new clients, and expand strategic accounts in Wealth Management, Asset Management, Banking, and related markets. You will own the full sales lifecycle, build executive relationships, and orchestrate cross-functional teams to close complex engagements.

You will leverage consultative selling and deep industry knowledge to shape opportunities, maintain a robust pipeline, and deliver strong