Strategic Salesforce FS Account Executive, Wealth & Asset

FormativGroup, LLC; Yorktown (VA); Remote; USD 175,000 - 185,000; Full time

Job summary

FormativGroup is seeking a Salesforce Account Executive - Financial Services to accelerate bookings, acquire new clients, and expand strategic accounts across Wealth and Asset Management, Banking, and related markets. The role owns the full sales lifecycle, builds executive relationships, and orchestrates cross‑functional teams to close complex engagements.

The ideal candidate combines consultative selling with industry insight and a track record of $4–6 million annual bookings, driving

Qualifications

• 8-10+ years selling complex technology consulting to mid-sized and enterprise clients.
• Experience selling into Wealth Management, Asset Management, Banking, or related financial services.
• Experience with Salesforce's Financial Services sales organization.
• Proven track record meeting or exceeding $4-6 million annual bookings.
• Experience leading multi-stakeholder pursuits and coordinating presales, industry, delivery, and legal resources.
• Ability to build executive-level relationships and lead discovery conversations.
• Experience developing and executing targeted account campaigns with measurable pipeline.
• History of success in entrepreneurial, high-growth environments.

Responsibilities

• Develop and execute targeted account and territory strategies spanning 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 orchestrate resources across opportunities.
• Develop account strategies around Wealth and Asset Management priorities.
• Identify and pursue Banking opportunities, data and AI modernization.
• Secure large, multi-year engagements with bookings targets of $4–$6 million annually.
• Maintain a strong, 3–4x coverage pipeline against the bookings target.
• Deliver accurate forecasts and maintain disciplined opportunity management within Salesforce.

Skills

Consultative selling

Executive relationship building

Forecasting

Pipeline management

Stakeholder management

Cross-functional collaboration

Negotiation

Sales strategy development

Education

Bachelor's degree in Business/Information Technology or related field

MBA or advanced degree (a plus)

Tools

Salesforce

Salesforce Financial Services Cloud

Job description

FormativGroup is seeking a Salesforce Account Executive - Financial Services to accelerate bookings, acquire new clients, and expand strategic accounts across Wealth and Asset Management, Banking, and related markets. The role owns the full sales lifecycle, builds executive relationships, and orchestrates cross‑functional teams to close complex engagements.

The ideal candidate combines consultative selling with industry insight and a track record of $4–6 million annual bookings, driving