Remote Salesforce FinServ Growth Account Exec

FormativGroup, LLC; North Carolina; Remote; USD 180,000 - 260,000; Full time

Benefits offered by this job

Remote role (up to 50% travel)

Benefits package

Job summary

FormativGroup, LLC is seeking an experienced Salesforce-focused Account Executive in the financial services sector. You will drive revenue by acquiring new clients, expanding strategic accounts, and accelerating bookings across Wealth Management, Asset Management, and Banking verticals.

The role emphasizes consultative selling, strong relationships with Salesforce and ecosystem partners, and managing multi-stakeholder pursuits to close significant engagements.

Qualifications

• Proven success selling complex consulting to mid-sized and enterprise clients.

Responsibilities

• Develop and execute targeted account and territory strategies spanning the full sales lifecycle.
• Drive new-logo acquisition and expand existing accounts across wealth management, asset management, banking, and related financial services.
• Lead pursuit strategy and orchestrate internal and partner resources to close complex engagements.

Skills

Complex tech sales

Sales leadership

Wealth management

Executive relationships

Quota attainment

Opportunity management

Sales strategy

Education

Bachelor's degree in Business/IT

Tools

Salesforce

Job description

FormativGroup, LLC is seeking an experienced Salesforce-focused Account Executive in the financial services sector. You will drive revenue by acquiring new clients, expanding strategic accounts, and accelerating bookings across Wealth Management, Asset Management, and Banking verticals.

The role emphasizes consultative selling, strong relationships with Salesforce and ecosystem partners, and managing multi-stakeholder pursuits to close significant engagements.