Senior Salesforce FS Account Executive — Wealth & Banking

FormativGroup, LLC

Town of King (WI)

Remote

USD 175,000 - 185,000

Full time

6 days ago

Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

FormativGroup is seeking a Salesforce Account Executive - Financial Services to accelerate bookings by winning new logos and expanding strategic accounts across Wealth Management, Asset Management, and Banking. You will own the full sales lifecycle, build executive relationships, and coordinate cross-functional teams to close multi-year consulting engagements.

This remote role with up to 50% travel focuses on delivering value through Salesforce platforms, developing account strategies, and

Qualifications

8-10+ years selling complex technology consulting to mid-sized/enterprise clients.
Proven success selling into Wealth Management, Asset Management, Banking, or related financial services.
Experience with Salesforce's Financial Services sales organization or BWAM segment preferred.
Track record of meeting/exceeding $4-6M annual bookings targets.
Experience leading multi-stakeholder pursuits and coordinating presales, delivery, and legal resources.

Responsibilities

Develop and execute targeted account and territory strategies across the full sales lifecycle.
Drive new-logo acquisition and expand existing accounts in wealth and asset management and banking.
Build executive relationships with Salesforce AE's, Industry SMEs, Solution Engineers, and partners.
Lead pursuit strategy and coordinate cross-functional resources across opportunities.
Develop account strategies around Wealth and Asset Management priorities and data modernization.
Secure large multi-year engagements with profitability and commercial discipline.