Remote Salesforce FinServ Growth Account Executive

FormativGroup, LLC; Massachusetts; A distancia; USD 175.000 - 185.000; Jornada completa

Descripción de la vacante

FormativGroup is seeking a Salesforce Account Executive - Financial Services to accelerate bookings, acquire new clients, and expand strategic accounts across Wealth Management, Asset Management, Banking, and related financial markets. The Senior AE owns the full sales lifecycle, develops executive relationships, and coordinates cross‑functional teams to shape and close complex engagements.

You will blend consultative selling with strong Salesforce relationships, targeting $4–6 million in annual

Formación

• 8-10+ years selling complex technology consulting or digital transformation services.
• Proven success selling into Wealth Management, Asset Management, Banking, or related financial services.
• Experience with Salesforce's Financial Services sales organization and BWAM segment preferred.
• Track record of meeting/exceeding $4-6 million annual bookings.
• Experience leading multi-stakeholder pursuits and coordinating presales, industry, delivery, alliance, legal, and executive resources.
• Strong executive communication and stakeholder management capabilities.

Responsabilidades

• Develop and execute targeted account strategies spanning the full sales lifecycle.
• Drive new-logo acquisition and expand existing accounts across wealth managers, asset managers, banks, and credit unions.
• Lead pursuit strategy and orchestrate cross-functional resources.
• Build a strong, qualified sales pipeline with 3-4x coverage.
• Deliver accurate forecasts, including close plans and risks.
• Represent FormativGroup in Salesforce account planning and go-to-market activities.

Conocimientos

Executive communication

Consultative selling

Stakeholder management

Business development

C-suite relationships

Forecasting

Negotiation

Strategic account planning

Sales cycle management

Educación

Bachelor's degree in Business/IT or related field

Herramientas

Salesforce Financial Services Cloud

Data Cloud

Agentforce

Descripción del empleo

FormativGroup is seeking a Salesforce Account Executive - Financial Services to accelerate bookings, acquire new clients, and expand strategic accounts across Wealth Management, Asset Management, Banking, and related financial markets. The Senior AE owns the full sales lifecycle, develops executive relationships, and coordinates cross‑functional teams to shape and close complex engagements.

You will blend consultative selling with strong Salesforce relationships, targeting $4–6 million in annual