Commercial Account Executive - Financial Services
Core
Sell Salesforce AI agents and CRM solutions to growing organizations in the Financial Services industry (Banking, Insurance, Wealth & Asset Management) to drive revenue and build trusted relationships.
Role type
Commercial Account Executive (Sales)
Builds
Salesforce platform solutions (including Slack, NetZero Cloud, Tableau, Marketing Cloud) for mid-market to enterprise clients.
Domain
Financial Services / SaaS / CRM
Deliverable
product features
Required skills
Full cycle sales, account management, upsell/cross-sell, stakeholder management, C-suite presentation, prospecting
Preferred skills
Technology/SaaS sales experience, Financial Services domain expertise, Salesforce platform familiarity, competency-based selling
Technologies
Salesforce, Agentforce, Slack, NetZero Cloud, Tableau, Marketing Cloud, Customer 360
Responsibilities
Develop key customer stakeholder relationships, coordinate internal Salesforce resources for account planning, drive growth within existing accounts, share Salesforce value proposition with customers.
Seniority
Mid-level (3+ years experience)
