Named Account Executive - Building Societies
Core
Selling the full Salesforce Customer 360 platform to Building Societies and Mutuals to transform member engagement and operational efficiency.
Role type
Enterprise Account Executive (Financial Services)
Builds
Salesforce Customer 360 platform (CRM, AI agents, enterprise software)
Domain
Financial Services (Building Societies, Mutuals, Regulated Banking)
Deliverable
product features
Required skills
Quota-carrying direct sales, Account planning, Upsell/cross-sell strategies, C-suite stakeholder engagement, Discovery and value hypothesis development, Business case creation
Preferred skills
Building Society/Mutuals domain knowledge, Sales methodology frameworks, Enterprise sales cycle navigation, Strategic alliance development
Technologies
Salesforce Customer 360, Slack, Google Slides, Zoom
Responsibilities
Develop relationships with key stakeholders and C-suite decision makers; Build and execute strategic account and territory plans; Lead end-to-end sales process with internal resources; Formalize go-to-market strategy and target account lists; Drive growth in existing accounts via upsell/cross-sell; Identify new opportunities through whitespace prospecting; Develop business cases for member engagement and efficiency improvements.