Senior Salesforce FinServ Account Executive (Remote)

FormativGroup, LLC; Milton (MA); Remote; USD 175,000 - 185,000; Full time

Job summary

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 financial-services markets. The Senior Account Executive owns the full sales lifecycle, develops executive relationships, and orchestrates internal and partner teams to close complex engagements.

This role emphasizes consultative selling, building relationships within Salesforce

Qualifications

• 8-10+ years selling complex technology consulting, platform implementation, or digital transformation services to mid-sized and enterprise clients.
• Experience selling to Wealth Management, Asset Management, Banking, or related financial-services organizations.
• Proven ability to build executive-level relationships and lead multi-stakeholder deals.

Responsibilities

• Develop and execute targeted account and territory strategies across the full sales lifecycle.
• Drive new-logo acquisition and expand existing accounts in financial services sectors.
• Lead pursuit strategy and coordinate resources across presales, delivery, and executives.
• Deliver accurate forecasts and maintain a strong, qualified pipeline.

Skills

Executive relationships

Consultative selling

Sales strategy

Forecasting

Account management

Education

Bachelor's degree in Business/IT

MBA or advanced degree preferred

Tools

Salesforce

Job description

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 financial-services markets. The Senior Account Executive owns the full sales lifecycle, develops executive relationships, and orchestrates internal and partner teams to close complex engagements.

This role emphasizes consultative selling, building relationships within Salesforce