Remote Salesforce FS AE: Wealth & Asset Mgmt Growth

FormativGroup, LLC

Nashville (TN)

Remote

USD 175,000 - 185,000

Full time

5 days ago

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Benefits offered by this job

Discretionary bonuses/commissions

Medical, dental, vision benefits

401(k) retirement plan

Job summary

FormativGroup is seeking a Salesforce Account Executive - Financial Services to accelerate bookings and grow strategic accounts across Wealth Management, Asset Management, Banking, and related markets. This senior individual contributor will own the full sales lifecycle, develop executive relationships, and coordinate internal and partner teams to shape and close complex engagements.

The role emphasizes consultative selling, strong Salesforce Financial Services connections, and deep industry

Qualifications

8–10+ years selling complex technology consulting, platform implementation, or digital transformation services to mid-sized and enterprise clients.
Experience selling into Wealth Management, Asset Management, Banking, or closely related financial-services organizations.
Experience working with Salesforce's Financial Services sales organization and established BWAM relationships preferred.
Proven track record of meeting/exceeding $4–6 million annual bookings quotas.
Experience leading multi-stakeholder pursuits and coordinating presales, industry, delivery, and legal resources.
Ability to build executive-level relationships and lead structured discovery conversations.
Experience in global or matrixed delivery environments.
Strong commercial judgment: pricing, negotiation, risk management, bid review.
Excellent executive communication and business development capabilities.

Responsibilities

Develop and execute targeted account strategies spanning the full sales lifecycle from opportunity creation to contract signature and expansion.
Drive new-logo acquisition and expand existing accounts across Wealth Management, Asset Management, Banking, and other financial institutions.
Build trusted relationships with Salesforce AEs, Regional VPs, Industry Advisors, Solution Engineers, Partner Sales Managers, and others in Financial Services and BWAM.
Lead pursuit strategy and orchestrate cross-functional resources across opportunities.
Develop account strategies around Wealth and Asset Management priorities like advisor productivity, client growth, onboarding, and AI-enabled operating models.
Identify and pursue Banking opportunities including growth, service transformation, data and AI modernization.
Secure multi-year engagements with $4–6 million annual bookings; maintain profitability and discipline.
Maintain a strong, 3–4x coverage pipeline; ensure accurate forecasts and close plans.
Collaborate with Industry SMEs, Solution Engineering, Delivery, and executives to align priorities with Salesforce-based solutions.
Represent FormativGroup in account planning, joint GTM activities, and relevant industry events.
Lead commercial strategy for opportunities including qualification, pricing, negotiation, and contract closure.