CareerPlan

Signature Success, Sales Executive

California - San Francisco, USFull-time$144k–$236k2026-10-20 → 2026-11-12
Based in United States

Core

Selling Salesforce Signature Success Plan to Financial Services customers to drive revenue growth and ensure meaningful customer investment in support offerings.

Role type

Senior Account Executive (Sales)

Builds

Signature Success Plan revenue and customer adoption within Financial Services

Domain

Financial Services / CRM / AI

Required skills

Full cycle sales, Commercial/Enterprise sales, CRM application experience, Relationship building, Presentation skills, Forecasting, Stakeholder management

Preferred skills

Subject matter expertise in Success Cloud, Internal evangelization

Technologies

Salesforce CRM, Success Cloud

Responsibilities

Achieve and exceed targets for Signature Success plans across bookings, attach, upgrades, and conversions; Build, manage and progress Signature Success pipeline; Provide sales/deal support including presenting tailored value propositions and pricing; Collaborate with Account Team, Marketing, Sales Operations, Pricing Deal Desk, Legal, Product Management, and Delivery; Travel up to 20%

Seniority

Senior, hands-on IC