Senior Salesforce FS Account Exec — Wealth & Asset Mgmt

FormativGroup, LLC; Salem (NH); À distance; USD 175 000 - 185 000; Plein temps

Résumé du poste

FormativGroup seeks an accomplished 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 and lead cross-functional teams to shape and close complex engagements.

Ideal candidates bring 8–10+ years selling complex tech consulting, established relationships with financial services executives, and a proven record of

Qualifications

• 8-10+ years 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, with strength in Wealth/Asset Management.

Responsabilités

• Develop and execute targeted account and territory strategies spanning the full sales lifecycle, from opportunity creation through contract signature and account expansion.
• Drive new-logo acquisition and expand existing accounts across wealth managers, asset managers, banks, credit unions, and other priority financial institutions.
• Lead pursuit strategy and orchestrate the appropriate Account Executive, Industry SME, Solution Engineering, Alliance, Delivery, and executive resources across active opportunities.

Connaissances

Consultative selling

Executive relationships

Forecasting

Account planning

Negotiation

Formation

Bachelor's degree in Business/IT preferred

Description du poste

FormativGroup seeks an accomplished 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 and lead cross-functional teams to shape and close complex engagements.

Ideal candidates bring 8–10+ years selling complex tech consulting, established relationships with financial services executives, and a proven record of