Senior Salesforce Financial Services Acct Exec — Remote

FormativGroup, LLC

Clayton (MO)

Remote

USD 175,000 - 185,000

Full time

5 days ago

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Job summary

FormativGroup, LLC seeks a Salesforce Account Executive - Financial Services to accelerate bookings and win new clients across Wealth Management, Asset Management, Banking, and related financial services markets. You will own the full sales lifecycle, foster executive-level relationships, and orchestrate cross-functional teams to close complex consulting engagements.

The role emphasizes consultative selling, strong Salesforce ecosystem connections, and knowledge of industry buying centers.

Qualifications

8–10+ years selling complex technology consulting, platform implementation, or digital transformation services to mid-sized and enterprise clients.
Proven success selling into Wealth Management, Asset Management, Banking, or related financial services.
Experience working with Salesforce’s Financial Services sales organization and BWAM segment.
Proven track record of acquiring new clients and expanding strategic accounts.

Responsibilities

Develop and execute targeted account and territory strategies across full sales lifecycle from opportunity to close and expansion.
Drive new-logo acquisition and expand existing accounts in wealth management, asset management, and related banks.
Build executive relationships with Salesforce and FormativGroup stakeholders and orchestrate cross-functional pursuit teams.
Lead account strategy development, pricing coordination, and contract closure for multi-year engagements.