Remote Salesforce FS Account Executive

FormativGroup, LLC; Georgia; Teletrabalho; USD 140 000 - 180 000; Tempo integral

Resumo da oferta

FormativGroup is seeking a Salesforce Account Executive - Financial Services to drive bookings and grow strategic FS accounts in Wealth, Asset Management, and Banking. This high-impact role blends consultative selling with executive relationship building and cross-functional teamwork to shape and close complex engagements.

The ideal candidate will close multi-million-dollar deals, develop robust account strategies, and lead pursuits in a remote-friendly environment with up to 50% travel.

Qualificações

• 8-10+ years of success selling complex technology consulting, platform implementation, or digital transformation services to mid-sized and enterprise clients.
• Demonstrated success selling into Wealth Management, Asset Management, Banking, or closely related financial-services organizations.
• Experience working directly with Salesforce's Financial Services sales organization and established relationships within the BWAM segment.
• Demonstrated success acquiring new clients and expanding strategic accounts through both direct and partner-led sales motions.
• A proven record of meeting or exceeding annual sales quotas in the $4-6 million range.
• Experience coordinating presales, industry, delivery, alliance, legal, and executive resources.

Responsabilidades

• Develop and execute targeted account and territory strategies spanning the full sales lifecycle, from opportunity creation through contract signature and account expansion.
• Drive new-logo acquisition and expand existing accounts across wealth managers, asset managers, banks, credit unions, and other priority financial institutions.
• Build trusted relationships with Salesforce Account Executives, Regional Vice Presidents, Industry Advisors, Solution Engineers, Partner Sales Managers, and other stakeholders aligned to Financial Services and the BWAM segment.
• Lead pursuit strategy and orchestrate the appropriate resources across active opportunities.
• Develop account strategies around Wealth and Asset Management priorities, including advisor productivity, client growth, onboarding, data modernization, and AI-enabled operating models.

Conhecimentos

Sales leadership

Complex deal closure

Sales to financial services

Executive relationships

Sales lifecycle management

Negotiation

Formação académica

Bachelor's degree in business or related field

MBA or related advanced degree

Ferramentas

Salesforce

Salesforce CPQ

Descrição da oferta de emprego

FormativGroup is seeking a Salesforce Account Executive - Financial Services to drive bookings and grow strategic FS accounts in Wealth, Asset Management, and Banking. This high-impact role blends consultative selling with executive relationship building and cross-functional teamwork to shape and close complex engagements.

The ideal candidate will close multi-million-dollar deals, develop robust account strategies, and lead pursuits in a remote-friendly environment with up to 50% travel.