Salesforce Account Exec - Financial Services (Remote)

FormativGroup, LLC; Maryland City (MD); Remote; USD 175,000 - 185,000; Full time

Job summary

FormativGroup is a technology consulting and engineering firm that helps organizations modernize their operations through enterprise platforms, data, integration, automation, and AI. We connect applications and data to enable AI-driven workflows across regulated industries, including financial services.

The Salesforce Account Executive - Financial Services is a senior individual contributor responsible for accelerating bookings, acquiring new clients, and expanding strategic accounts across

Qualifications

• 8-10+ years selling complex technology consulting or digital transformation services.
• Experience selling into Wealth Management, Asset Management, Banking or related financial services.
• Proven success acquiring new clients and expanding strategic accounts.

Responsibilities

• Develop and execute account/territory strategies across the full sales lifecycle.
• Drive new-logo acquisition and expand existing accounts within financial services.
• Lead pursuit strategy and coordinate cross-functional resources for opportunities.
• Maintain a strong, qualified pipeline with 3-4x coverage of annual bookings target.
• Forecast accurately and align with executives and Salesforce stakeholders.

Skills

Strategic selling

Executive communication

Sales cycle ownership

Relationship building

Forecasting and pipeline management

Education

Bachelor's degree in Business or IT

MBA or advanced degree (plus)

Job description

FormativGroup is a technology consulting and engineering firm that helps organizations modernize their operations through enterprise platforms, data, integration, automation, and AI. We connect applications and data to enable AI-driven workflows across regulated industries, including financial services.

The Salesforce Account Executive - Financial Services is a senior individual contributor responsible for accelerating bookings, acquiring new clients, and expanding strategic accounts across