CareerPlan

Salesforce Account Executive, Financial Services

United StatesFull-time$87k2026-10-06 → 2026-11-11
Hybrid

Core

Account Executive driving new business, pipeline growth, and account care for Salesforce solutions in the Financial Services sector.

Role type

Quota-carrying Account Executive (Financial Services)

Builds

Salesforce implementations and AI/Agentforce solutions for enterprise clients

Domain

Financial Services / Enterprise Software Sales

Required skills

Enterprise software sales, Salesforce CRM expertise, Financial Services industry knowledge, Complex technology solution selling, Lead management, Pipeline forecasting, Executive presence

Preferred skills

Salesforce certifications, Channel partner network, End-to-end implementation experience

Technologies

Salesforce, Agentforce, Service Cloud, Einstein

Responsibilities

Manage full sales cycle from lead qualification to close, Partner with Salesforce sales and customer success teams, Act as primary customer liaison ('quarterback'), Maintain pipeline and forecasting in Salesforce, Travel up to 50% nationally

Seniority

Mid-Senior, Quota-carrying IC