Salesforce Account Executive, Financial Services
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
