Senior Salesforce AE — Financial Services Growth

FormativGroup, LLC; Charlotte (NC); Remote; USD 175,000 - 185,000; Full time

Benefits offered by this job

Remote role

Benefits package

401(k) plan

Paid time off

Job summary

FormativGroup is seeking an accomplished Salesforce Account Executive focused on Financial Services to accelerate bookings, acquire new clients, and expand strategic accounts in Wealth/Asset Management and Banking. You will own the full sales lifecycle, build executive relationships, and orchestrate cross‑functional teams to close multi‑year consulting engagements.

Ideal candidates bring 8–10+ years of complex tech sales experience, deep Salesforce FS knowledge, and a proven track record of

Qualifications

• 8–10+ years selling complex technology consulting or digital transformation services to mid‑sized and enterprise clients.
• Proven success selling into Wealth Management, Asset Management, Banking, and related financial services.
• Experience with Salesforce Financial Services ecosystem and BWAM segment preferred.

Responsibilities

• Develop and execute targeted account/territory strategies across full sales lifecycle.
• Drive new-logo acquisition and expand existing accounts in financial services.
• Build trusted executive relationships with Salesforce and client senior leaders.
• Lead pursuit strategy and coordinate cross‑functional resources to close complex engagements.
• Position FormativGroup as a trusted advisor in Wealth/Asset Management and Banking needs.

Skills

Sales leadership

Relationship building

Consultative selling

Executive communication

Forecasting

Strategic account management

Cross-functional collaboration

Negotiation

Sales process

Industry knowledge: WM/AM Banking

Education

Bachelor's degree or equivalent

MBA or advanced degree

Tools

Salesforce Financial Services Cloud

Data Cloud

Agentforce

Job description

FormativGroup is seeking an accomplished Salesforce Account Executive focused on Financial Services to accelerate bookings, acquire new clients, and expand strategic accounts in Wealth/Asset Management and Banking. You will own the full sales lifecycle, build executive relationships, and orchestrate cross‑functional teams to close multi‑year consulting engagements.

Ideal candidates bring 8–10+ years of complex tech sales experience, deep Salesforce FS knowledge, and a proven track record of