Remote Senior Salesforce FinServ Growth Executive

FormativGroup, LLC; United States; Remote; USD 180,000 - 200,000; Full time

Job summary

FormativGroup, LLC is seeking a Senior Account Executive - Financial Services, Salesforce Solutions, to accelerate bookings and expand strategic accounts across Wealth Management, Asset Management, Banking, and related markets. This role combines consultative selling, deep Salesforce relationships, and industry insights to shape and close complex engagements.

The successful candidate will lead end-to-end sales cycles, orchestrate cross-functional teams, and drive profitable revenue growth while

Qualifications

• Minimum 8–10+ years selling complex technology consulting or digital transformation services to mid-size and enterprise clients.
• Experience selling into Wealth Management, Asset Management, Banking, or related financial services.
• Proven track record meeting or exceeding $6–10M annual quotas.
• Established relationships within Salesforce Financial Services and BWAM segments.

Responsibilities

• Develop and execute targeted account and territory strategies across the full sales lifecycle.
• Drive new-logo acquisition and expand existing accounts in Wealth/Asset Management and Banking.
• Build trusted relationships with Salesforce executives and internal partners.
• Lead pursuit strategy, coordinating across presales, industry SMEs, legal, and delivery teams.
• Develop account strategies around advisor productivity, client growth, onboarding, and AI-enabled operating models.
• Secure large, multi-year engagements with significant annual bookings while maintaining profitability.
• Maintain a strong sales pipeline with ~3–4x coverage against annual bookings target.
• Represent FormativGroup in account planning and joint go-to-market activities.

Skills

Senior Account Executive

Sales leadership

Relationship building

Consultative selling

Executive communication

Forecasting

Education

Bachelor's degree in Business or related field

Tools

Salesforce

CRM systems

Job description

FormativGroup, LLC is seeking a Senior Account Executive - Financial Services, Salesforce Solutions, to accelerate bookings and expand strategic accounts across Wealth Management, Asset Management, Banking, and related markets. This role combines consultative selling, deep Salesforce relationships, and industry insights to shape and close complex engagements.

The successful candidate will lead end-to-end sales cycles, orchestrate cross-functional teams, and drive profitable revenue growth while