Senior Salesforce AE - Financial Services (Remote | Travel)

FormativGroup, LLC; Indiana; Remoto; USD 175.000 - 185.000; Tempo pieno

Descrizione del lavoro

FormativGroup is seeking a Salesforce Account Executive - Financial Services to accelerate bookings, win new clients, and expand strategic accounts across Wealth Management, Asset Management, Banking, and related markets. You will own the full sales lifecycle, build executive relationships, and orchestrate teams to close complex consulting engagements.

This remote role (up to 50% travel) requires 8-10+ years selling complex technology services, with a track record in Wealth/Asset Management.

Competenze

• 8-10+ years of success selling complex technology consulting to mid-sized and enterprise clients.
• Proven success selling into Wealth Management, Asset Management, Banking, or related financial-services organizations.
• Experience working with Salesforce's Financial Services sales organization and BWAM segment preferred.
• Track record of meeting/exceeding annual sales quotas in the $4-6 million range.
• Experience leading multi-stakeholder pursuits and coordinating cross-functional teams.

Mansioni

• Develop and execute targeted account and territory strategies through the full sales lifecycle.
• Drive new-logo acquisition and expand existing accounts across financial institutions.
• Build trusted relationships with Salesforce executives and internal delivery teams.
• Lead pursuit strategy and coordinate resources across opportunities.
• Maintain a strong sales pipeline with 3-4x coverage against annual bookings targets.
• Deliver accurate forecasts and manage risks, milestones, and next steps.

Conoscenze

Consultative selling

Executive communication

Stakeholder management

Business development

Relationship building

Formazione

Bachelor's degree in Business/Information Technology or related field

MBA or advanced degree (plus)

Strumenti

Salesforce

Salesforce Financial Services Cloud

Descrizione del lavoro

FormativGroup is seeking a Salesforce Account Executive - Financial Services to accelerate bookings, win new clients, and expand strategic accounts across Wealth Management, Asset Management, Banking, and related markets. You will own the full sales lifecycle, build executive relationships, and orchestrate teams to close complex consulting engagements.

This remote role (up to 50% travel) requires 8-10+ years selling complex technology services, with a track record in Wealth/Asset Management.