Remote Salesforce FinServ Account Executive — Wealth & Banking
FormativGroup, LLC
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Job summary
FormativGroup is seeking a Salesforce Account Executive - Financial Services to accelerate bookings and drive new client acquisitions across Wealth and Asset Management, Banking, and related markets. You will own the full sales lifecycle, develop executive relationships, and orchestrate teams to close multi-year consulting engagements.
Ideal candidates bring 8-10+ years of complex technology sales in financial services, mastery of Salesforce ecosystem, and a track record of $4-6M in annual
Qualifications
- Minimum 8-10+ years selling complex technology consulting or digital transformation services to mid-sized/enterprise clients.
- Proven success in Wealth Management, Asset Management, Banking, or related financial services.
- Experience with Salesforce Financial Services and BWAM segment is highly preferred.
Responsibilities
- Develop and execute targeted account strategies across the full sales lifecycle.
- Drive new-logo acquisition and expand existing strategic accounts in financial services.
- Build executive relationships with Salesforce and client stakeholders to shape and close complex engagements.
- Lead pursuit strategy with cross-functional teams (presales, delivery, alliance, legal, executives).
- Manage forecast accuracy, pipeline, and close plans to achieve $4-6M annual bookings.
- Maintain a strong opportunity and account management discipline within Salesforce.
Skills
Education
Tools
Job description
FormativGroup is seeking a Salesforce Account Executive - Financial Services to accelerate bookings and drive new client acquisitions across Wealth and Asset Management, Banking, and related markets. You will own the full sales lifecycle, develop executive relationships, and orchestrate teams to close multi-year consulting engagements.
Ideal candidates bring 8-10+ years of complex technology sales in financial services, mastery of Salesforce ecosystem, and a track record of $4-6M in annual
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