Senior Account Executive – Salesforce Solutions

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🔥 7 minutes ago

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Logo of FormativGroup

FormativGroup

51 - 200 employees

💼 Consulting

🏥 Healthcare

🛡️ Insurance

Consulting • Healthcare • Insurance

FormativGroup is a B2B technology consulting and implementation firm that helps mid-market and enterprise clients modernize applications, workflows, and data infrastructure. They specialize in data architecture, system integration, application development, workflow automation, SaaS/PaaS ecosystem management, and AI roadmapping to enable governance, migrations, and interoperability across complex environments. FormativGroup serves regulated and enterprise sectors such as insurance, banking, mortgage & lending, wealth management, healthcare, and the public sector, focusing on outcome-based designs and continuous improvement.

📋 Description

• 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 within mid-sized enterprises, including Salesforce Mid-Market and General Business segments. • Build trusted relationships with Salesforce Account Executives, Regional Vice Presidents, Partner Sales Managers, and other ecosystem stakeholders within assigned coverage. • Lead pursuit strategy and orchestrate the appropriate Account Executive, Industry SME, Solution Engineering, Alliance, Delivery, and executive resources across active opportunities. • Secure large, multi-year consulting engagements with a target of $6–10 million in annual bookings while maintaining required profitability and commercial discipline. • Build and maintain a strong, qualified sales pipeline, typically sustaining 3–4x coverage against the annual bookings target. • Establish account strategies that align FormativGroup capabilities with funded client initiatives, business priorities, and measurable outcomes. • Cultivate and deepen relationships with C-suite and senior business and technology executives, positioning FormativGroup as a trusted advisor and strategic partner. • Lead client engagement planning, including stakeholder mapping, meeting strategy, pre-call preparation, follow-up actions, and advancement plans. • Maintain a strong understanding of FormativGroup’s services, industry solutions, and differentiators, and communicate the company’s value proposition clearly to clients and partners. • Partner with Solution Engineering and Delivery leaders to shape compelling, practical proposals while maintaining clear ownership boundaries for solution design and delivery commitments. • Lead commercial strategy for major opportunities, including qualification, competitive positioning, pricing coordination, negotiation, and contract closure. • Deliver accurate and timely forecasts, including pipeline progression, close plans, risks, resource requirements, and anticipated client developments. • Maintain disciplined opportunity and account management practices within Salesforce, including current next steps, close dates, stages, contacts, and forecast categories. • Collaborate with senior leadership to ensure consistent execution, strong client outcomes, and achievement of bookings and revenue targets.

🎯 Requirements

• 8–10+ years of success selling complex technology consulting, platform implementation, or digital transformation services to mid-sized and enterprise clients. • Demonstrated success acquiring new clients and expanding strategic accounts through both direct and partner-led sales motions; Salesforce ecosystem experience is strongly preferred. • A proven record of meeting or exceeding annual sales quotas in the $6–10 million range. • Experience leading complex, multi-stakeholder pursuits and coordinating presales, industry, delivery, alliance, legal, and executive resources. • Strong understanding of Salesforce solutions, implementation services, and the business value enabled by enterprise platforms, without requiring hands-on ownership of technical solution design. • Ability to build executive-level relationships and lead structured discovery conversations that uncover funded priorities, decision criteria, value drivers, and buying processes. • Experience developing and executing targeted account campaigns with measurable pipeline and conversion results. • A track record of success in entrepreneurial, high-growth, and rapidly evolving organizations. • Experience working within global or matrixed delivery environments, including effective collaboration with offshore delivery teams. • Demonstrated ability to position large, multi-offering consulting engagements and grow accounts strategically and profitably. • Strong commercial judgment, including opportunity qualification, pricing coordination, negotiation, risk management, and bid review. • Excellent executive communication, consultative selling, stakeholder management, and business development capabilities. • A verifiable history of building long-term client and partner relationships that produce measurable business and revenue outcomes.

🏖️ Benefits

• competitive compensation package commensurate with experience • variable incentive compensation • medical • dental • vision • 401(k) • paid time off • remote work options

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