Remote Salesforce FS Account Exec – Wealth/Asset Mgmt

FormativGroup, LLC; California; Teletrabalho; USD 175 000 - 185 000; Tempo integral

Resumo da oferta

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

This is a remote role with up to 50% travel. You will pursue new logos, expand existing accounts, and target $4-6 million in annual bookings while ensuring

Qualificações

• 8-10+ years selling complex technology consulting, platform implementation, or digital transformation services.
• Experience selling into Wealth Management, Asset Management, Banking, or related financial-services orgs.
• Proven success acquiring new clients and expanding strategic accounts.
• Track record of meeting or exceeding annual sales quotas in the $4-6 million range.
• Experience coordinating multi-stakeholder pursuits across presales, delivery, and executives.
• Working knowledge of Salesforce Financial Services Cloud, Data Cloud, and related offerings.

Responsabilidades

• Develop and execute targeted account and territory strategies across the full sales lifecycle.
• Drive new-logo acquisition and expand existing accounts in wealth managers, asset managers, banks, and credit unions.
• Build trusted relationships with Salesforce stakeholders and internal teams.
• Lead pursuit strategy and orchestrate resources across opportunities.
• Develop account strategies around Wealth/Asset Management priorities and data modernization.
• Identify and pursue Banking opportunities and data/AI modernization.
• Secure large, multi-year engagements with a target of $4-6 million in annual bookings.
• Maintain a strong sales pipeline with 3-4x coverage.
• Lead commercial strategy including qualification, pricing coordination, negotiation, and contract closure.
• Deliver accurate forecasts and maintain opportunity data in Salesforce.
• Collaborate with senior leadership to ensure execution and revenue targets.

Conhecimentos

Strategic sales

Enterprise sales

Account management

Consultative selling

Executive relationships

Forecasting

Formação académica

Bachelor's degree

Ferramentas

Salesforce

Descrição da oferta de emprego

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

This is a remote role with up to 50% travel. You will pursue new logos, expand existing accounts, and target $4-6 million in annual bookings while ensuring