Senior Salesforce Account Executive - Financial Services
Skills
Business DevelopmentConsultative SellingEnterprise Technology SalesFinancial ServicesSalesforce.ComStrategic Account Development
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 8-10+ years selling complex technology consulting or transformation services
- Proven success selling into Wealth Management Asset Management Banking or related financial-services firms
- Experience working with Salesforce Financial Services sales organization preferred
- Record of acquiring new clients and expanding strategic accounts
- History of meeting or exceeding annual quotas in the $6-10 million range
- Experience leading complex multi-stakeholder pursuits and coordinating cross-functional resources
- Working knowledge of Salesforce Financial Services Cloud Data Cloud Agentforce and financial-services processes
- Ability to build executive relationships and lead structured discovery conversations
- Experience executing targeted account campaigns with measurable results
- Strong commercial judgment including qualification pricing negotiation and risk management
- Excellent executive communication consultative selling and stakeholder management skills
Nice to have
- Highly accountable
- Self-directed
- Results-driven
- Credible with executives
- Consultative
- Commercially minded
- Collaborative
- Disciplined
- Entrepreneurial
Day to day
- Own the full sales lifecycle from opportunity creation through contract signature and account expansion.
- Develop targeted account and territory strategies to win new clients and grow strategic financial-services accounts.
- Build trusted relationships with Salesforce and client executives while coordinating internal and partner teams to close complex consulting engagements.