Senior Salesforce Account Executive – Financial Services

This is a fully remote position, open to applicants in Alabama, +28 more states.

📋 Description

• Create and implement targeted account and territory strategies from opportunity generation to contract signing and account growth.

• Acquire new logos and expand existing accounts among wealth managers, asset managers, banks, credit unions, and other financial institutions.

• Establish relationships with stakeholders from Salesforce Financial Services and BWAM.

• Lead pursuit strategies while coordinating resources such as account executives, industry experts, solution engineers, alliances, delivery teams, and executives.

• Formulate Wealth and Asset Management account strategies focused on productivity, client growth and retention, onboarding, service transformation, data modernization, and AI-enhanced operating models.

• Identify and pursue banking opportunities related to customer growth, service transformation, lending, and modernization of data and AI.

• Secure large, multi-year consulting contracts aimed at achieving $6–10 million in annual bookings while ensuring profitability.

• Maintain a qualified sales pipeline with approximately 3–4 times the annual bookings coverage.

• Develop relationships with C-suite and senior business and technology executives.

• Oversee client engagement planning, stakeholder mapping, meeting strategies, follow-up actions, and advancement plans.

• Stay informed about Salesforce Financial Services Cloud, Data Cloud, Agentforce, and financial services offerings.

• Collaborate with industry leaders, solution engineers, and delivery teams to align client priorities with Salesforce-based solutions.

• Represent FormativGroup in Salesforce account planning, joint go-to-market initiatives, and industry events.

• Manage commercial strategies including qualification, competitive positioning, pricing coordination, negotiation, and contract finalization.

• Provide accurate forecasts that cover pipeline progression, closing plans, risks, resources, and client updates.

• Keep organized opportunity and account records in Salesforce.

• Work alongside senior leadership to meet bookings and revenue targets.

⛳️ Requirements

• 8–10+ years of demonstrated success in selling complex technology consulting, platform implementation, or digital transformation services to mid-sized and enterprise clients.

• Proven success in selling to Wealth Management, Asset Management, Banking, or similar financial services organizations.

• Experience in acquiring new clients and expanding strategic accounts through direct and partner-driven sales approaches.

• Established track record of meeting or surpassing annual sales quotas in the $6–10 million range.

• Experience leading complex, multi-stakeholder pursuits while coordinating presales, industry, delivery, alliance, legal, and executive resources.

• Proficient understanding of Salesforce Financial Services Cloud, Data Cloud, Agentforce, financial services business processes, and regulatory aspects.

• Ability to cultivate executive-level relationships and lead structured discovery discussions.

• Experience in developing and executing targeted account campaigns with measurable pipeline and conversion outcomes.

• Proven history in entrepreneurial, high-growth, and rapidly changing organizations.

• Experience in global or matrixed delivery environments, including collaboration with offshore teams.

• Capability to position large, multi-offering consulting engagements and strategically and profitably grow accounts.

• Strong commercial acumen in qualification, pricing coordination, negotiation, risk management, and bid review.

• Exceptional executive communication, consultative selling, stakeholder management, and business development skills.

• Proven history of building long-term client and partner relationships that yield measurable business and revenue results.

• Must be authorized to work for any employer in the United States; visa sponsorship is not available.

• Must reside in AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TN, TX, VA, WI, or Washington, DC.

🏝️ Benefits

• Competitive compensation package that includes a base salary along with variable incentive compensation.

• Potential eligibility for discretionary bonuses, commissions, or other incentive programs.

• Medical benefits.

• Dental benefits.

• Vision benefits.

• 401(k) plan.

• Paid time off.

• Comprehensive benefits package.

• Reasonable accommodations available for individuals with disabilities.