CareerPlan

Enterprise Account Executive - Financial Services

Illinois - Chicago, USFull-time$123k–$248k2026-10-08 → 2026-11-12
Hybrid · United States

Core

Sell Salesforce AI agents and platform solutions to strategic Financial Services accounts (Banking, Insurance, Wealth & Asset Management) with 10,000+ employees.

Role type

Enterprise Account Executive (Sales)

Builds

Salesforce platform solutions including Slack, NetZero Cloud, Tableau, Marketing Cloud, and Digital solutions for enterprise clients.

Domain

Financial Services (Banking, Insurance, Wealth & Asset Management)

Deliverable

production ML models

Required skills

Full-cycle enterprise sales, C-suite engagement, account planning, whitespace prospecting, multi-stakeholder deal navigation

Preferred skills

Financial Services sales experience, Salesforce platform familiarity, competency-based selling, military service, extracurricular leadership

Technologies

Salesforce, Agentforce, Customer 360, Slack, NetZero Cloud, Tableau, Marketing Cloud

Responsibilities

Build trusted relationships with key stakeholders and C-suite decision makers; Develop and drive long-term account strategy; Perform account planning in partnership with Prime and Cloud sales resources; Identify and develop new opportunities through warm leads and whitespace prospecting

Seniority

Senior, hands-on IC