Senior Salesforce Account Executive – Financial Services

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🔥 0 minutes ago

🏈 Alabama, Arizona, +27 more states – Remote

🏈 Alabama – Remote 🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote 🥔 Idaho – Remote 🌽 Illinois – Remote 🌾 Iowa – Remote 🌪️ Kansas – Remote 🐎 Kentucky – Remote 🎰 Nevada – Remote 🗻 New Hampshire – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🌪️ Oklahoma – Remote 🌲 Oregon – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⚔️ Virginia – Remote 🧀 Wisconsin – Remote

💵 $180k - $200k / year

⏰ Full Time

🟠 Senior

🧑‍💼 Account Executive

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FormativGroup

WebsiteLinkedInAll Job Openings

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 from opportunity creation through contract signature and account expansion • Drive new-logo acquisition and expand accounts across wealth managers, asset managers, banks, credit unions, and other financial institutions • Build relationships with Salesforce Financial Services and BWAM stakeholders • Lead pursuit strategy and coordinate account executive, industry, solution engineering, alliance, delivery, and executive resources • Develop Wealth and Asset Management account strategies around productivity, client growth and retention, onboarding, service transformation, data modernization, and AI-enabled operating models • Identify and pursue Banking opportunities involving customer growth, service transformation, lending, and data and AI modernization • Secure large, multi-year consulting engagements targeting $6–10 million in annual bookings while maintaining profitability • Maintain a qualified sales pipeline at approximately 3–4x annual bookings coverage • Cultivate C-suite and senior business and technology executive relationships • Lead client engagement planning, stakeholder mapping, meeting strategy, follow-up, and advancement plans • Maintain knowledge of Salesforce Financial Services Cloud, Data Cloud, Agentforce, and financial-services offerings • Partner with industry, solution engineering, and delivery leaders to connect client priorities with Salesforce-based solutions • Represent FormativGroup in Salesforce account planning, joint go-to-market activities, and industry events • Lead commercial strategy including qualification, competitive positioning, pricing coordination, negotiation, and contract closure • Deliver accurate forecasts covering pipeline progression, close plans, risks, resources, and client developments • Maintain disciplined opportunity and account records in Salesforce • Collaborate with senior leadership to achieve 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 selling into Wealth Management, Asset Management, Banking, or related financial-services organizations • Experience acquiring new clients and expanding strategic accounts through direct and partner-led sales motions • 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 • Working knowledge of Salesforce Financial Services Cloud, Data Cloud, Agentforce, financial-services business processes, and regulatory considerations • Ability to build executive-level relationships and lead structured discovery conversations • Experience developing and executing targeted account campaigns with measurable pipeline and conversion results • Track record in entrepreneurial, high-growth, rapidly evolving organizations • Experience in global or matrixed delivery environments, including collaboration with offshore delivery teams • Ability to position large, multi-offering consulting engagements and grow accounts strategically and profitably • Strong commercial judgment in qualification, pricing coordination, negotiation, risk management, and bid review • Excellent executive communication, consultative selling, stakeholder management, and business development capabilities • Verifiable history of building long-term client and partner relationships producing measurable business and revenue outcomes • Must be authorized to work for any employer in the United States; visa sponsorship is unavailable • 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 including base salary and variable incentive compensation • Discretionary bonuses, commissions, or other incentive programs may be available • Medical benefits • Dental benefits • Vision benefits • 401(k) • Paid time off • Comprehensive benefits package • Reasonable accommodations for individuals with disabilities