Senior Salesforce FinServ Account Exec - Remote

FormativGroup, LLC; Kansas City (MO); À distance; USD 180 000 - 280 000; Plein temps

Avantages offerts par ce poste

Remote role with travel up to 50%

Competitive compensation package

Comprehensive benefits (medical,Dental

Résumé du poste

FormativGroup, LLC seeks a highly experienced Salesforce Account Executive - Financial Services to accelerate bookings and expand strategic accounts across Wealth Management, Asset Management, and Banking. You will own the full sales lifecycle, build executive-level relationships, and coordinate cross-functional teams to shape and close complex engagements.

You will leverage consultative selling, industry knowledge, and Salesforce ecosystem relationships to drive multi-year consulting

Qualifications

• 8-10+ years of success selling complex technology consulting, platform implementation, or digital transformation services to mid-sized and enterprise clients.
• Demonstrated success selling into Wealth Management, Asset Management, Banking, or related financial-services organizations.
• Experience with Salesforce Financial Services and BWAM segment preferred.
• Proven ability to acquire new clients and expand strategic accounts.
• Proven track record of meeting or exceeding $4-6 million annual bookings quotas.
• Experience leading multi-stakeholder pursuits and coordinating presales, industry, delivery, alliance, and legal resources.

Responsabilités

• Develop and execute targeted account and territory strategies across the full sales lifecycle.
• Drive new-logo acquisition and expand existing accounts across wealth managers, asset managers, banks, and other financial institutions.
• Build trusted relationships with Salesforce Account Executives and other stakeholders; lead pursuit strategy and coordinate resources across opportunities.
• Develop account strategies around Wealth and Asset Management priorities, onboarding, data modernization, and AI-enabled operating models.
• Secure large, multi-year consulting engagements focused on profitability and value delivery.
• Maintain a strong, qualified sales pipeline (3-4x coverage against annual bookings target).
• Represent FormativGroup in account planning, go-to-market activities, and industry events.

Connaissances

Consultative selling

Executive relationship building

Forecasting & pipeline mgmt

Strategic account planning

Stakeholder management

Negotiation

Business development

Cross-functional collaboration

Formation

Bachelor's degree in Business / IT / related field

MBA or advanced degree (a plus)

Outils

Salesforce

Data Cloud

Description du poste

FormativGroup, LLC seeks a highly experienced Salesforce Account Executive - Financial Services to accelerate bookings and expand strategic accounts across Wealth Management, Asset Management, and Banking. You will own the full sales lifecycle, build executive-level relationships, and coordinate cross-functional teams to shape and close complex engagements.

You will leverage consultative selling, industry knowledge, and Salesforce ecosystem relationships to drive multi-year consulting