Commercial Account Executive, Financial Services

August 22

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Logo of Salesforce

Salesforce

SaaS • B2B • Artificial Intelligence

Salesforce is a leading cloud-based software company that provides a comprehensive customer relationship management (CRM) platform. The platform connects all company data and teams on an integrated, AI-driven system to improve sales, customer service, and marketing efforts. Salesforce offers scalable solutions for businesses of all sizes, including small and medium enterprises, and provides industry-specific solutions to modernize operations, save time, and reduce costs. Salesforce also offers educational resources through Trailhead and a wide selection of apps on AppExchange to extend its CRM capabilities.

📋 Description

• Focus on Financial Services accounts (Banking, Insurance, Wealth & Asset Management) and sell Salesforce Customer 360. • Engage with existing customers and new leads to realize value from Salesforce investments. • Build relationships with key stakeholders and C-suite decision makers. • Develop opportunities through warm leads and whitespace prospecting. • Coordinate internal Salesforce resources to meet customer needs and perform account planning. • Drive growth within assigned accounts and align with customer objectives.

🎯 Requirements

• Develop key customer stakeholder relationships and drive customer satisfaction at assigned accounts • Develop and drive the overall long-term strategy for the account, aligned to customer business objectives • Coordinate internal Salesforce resources to meet customer business needs • Perform account planning at assigned accounts, coordinating with Prime and Cloud sales resources to ensure strategic alignment • Share Salesforce value proposition for existing and/or new customers • Drive growth within an existing assigned account • Average of 5-10 years of full cycle sales experience, with at least 3 in the field • Proven experience in managing existing customer accounts to drive upsell/cross-sell opportunities, as well as acquiring new logo accounts OR focusing exclusively on new logos (Hunter role) • Ability to build and deliver presentations to your customers • Ability to strategize with a large extended team • Experience will be evaluated based on the core competencies for the role (e.g., extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)

🏖️ Benefits

• 7 paid volunteer days off a year • donation matching for all approved charitable donations • Health, life insurance, retirement saving plan • Monthly wellness allowance • Flexible time off & leave policies • Parental benefits • Perks and discounts

Apply Now

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