Salesforce Account Executive - Financial Services

FormativGroup · Remote · Remote/Travel - United States - Full - Time · $150k–$185k

Posted by FormativGroup on their careers site · View the original posting

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Open 96 days

Hiring? Uncertain · Open 96 days.

Visa sponsorship: Says no sponsorship · This posting says it won't sponsor
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The posting, as FormativGroup wrote it

Are you a relationship-driven sales leader who knows how to turn Salesforce partnerships and financial-services expertise into meaningful growth? FormativGroup shapes high-impact solutions for leading wealth managers, asset managers, and banks while owning complex pursuits from first conversation through close.

Role Summary

The Salesforce Account Executive - Finanical Services is an accomplished individual contributor responsible for accelerating bookings, acquiring new clients, and expanding strategic accounts across Wealth Management, Asset Management, Banking, and related financial-services markets. The Senior Account Executive owns the full sales lifecycle, develops trusted executive and Salesforce ecosystem relationships, and orchestrates internal and partner teams to shape and close complex consulting engagements.

This individual will combine consultative selling, strong relationships within Salesforce Financial Services, and a practical understanding of industry business models, priorities, and buying centers. Particular emphasis will be placed on Wealth and Asset Management, while maintaining the ability to pursue and grow opportunities across Banking and the broader Salesforce BWAM segment. The role is accountable for bookings performance, profitable revenue growth, account strategy, forecast accuracy, and a high-quality client experience throughout the sales process.

Company Overview

FormativGroup is a technology consulting and engineering firm that helps organizations modernize how they operate through enterprise platforms, data, integration, automation, and AI. We combine industry expertise, business-process understanding, and deep platform capabilities to design and deliver solutions that improve growth, efficiency, customer experience, and operational performance.

Our Application Services business helps clients maximize value from strategic platforms including Salesforce, connecting applications and data while enabling AI-driven workflows and experiences. FormativGroup serves clients across regulated and complex industries, including financial services, and is backed by Rockbridge Growth Equity.

Responsibilities

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 across wealth managers, asset managers, banks, credit unions, and other priority financial institutions.
Build trusted relationships with Salesforce Account Executives, Regional Vice Presidents, Industry Advisors, Solution Engineers, Partner Sales Managers, and other stakeholders aligned to Financial Services and the BWAM segment.
Lead pursuit strategy and orchestrate the appropriate Account Executive, Industry SME, Solution Engineering, Alliance, Delivery, and executive resources across active opportunities.
Develop account strategies around relevant Wealth and Asset Manag

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t be authorized to work for any employer in the United States. FormativGroup is unable to sponsor or assume sponsorship of an employment visa for this position.

Candidates must reside in one of the following locations: 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.

We are committed to pay equity and transparency. The compensation range for this position represents our good faith estimate of the range we reasonably expect to pay for this role at the time of posting. The actual compensation offered will be determined based on factors such as the candidate’s experience, skills, education, work location, and internal equity.

In addition to base pay, employees may be eligible for discretionary bonuses, commissions, or other incentive programs, as well as a comprehensive benefits package that includes medical, dental, vision, 401(k), paid time off, etc.

Estimated Compensation Range

$150,000 — $185,000 USD

FormativGroup operates within the critical middle layer of business technology, where applications and systems connect infrastructure to business processes. We are specialists who help the middle market take full advantage of their technology investments with deep, industry-centric expertise, all in one place, to unify fragmented systems. With deep technical expertise across cloud architecture, system integration, AI, and data strategy, we bridge the gap between business goals and modern platforms.

FormativGroup is an equal opportunity employer providing opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

ADA Specifications: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.