Description
We're Salesforce, the Customer Company. If you believe in bringing companies and customers together, in business as the greatest platform for change, in creating a more equitable and sustainable future for all – you're in the right place. Through our #1 AI CRM, we help financial services companies blaze new trails and connect with their customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and growth, charting new paths, and improving the state of the world.
What you'll be doing...
As a Named Account Executive – Financial Services, you will own a strategic portfolio of named accounts within the financial services industry — including Banking, Insurance, Wealth Management, or Capital Markets. You'll be responsible for driving complex, high-value deals and building long-term relationships with C-level executives, positioning Salesforce as a mission-critical platform for digital transformation.
- Own and grow a defined set of named accounts, developing deep account plans and multi-year expansion strategies.
- Drive net new revenue and expand existing footprint across your portfolio, consistently meeting and exceeding quota.
- Lead complex, multi-stakeholder sales cycles from discovery through negotiation and close — engaging at the C-suite level (CIO, CDO, CFO, CMO).
- Develop a deep understanding of the financial services landscape — regulatory environment, industry trends, competitive dynamics — to position Salesforce solutions with credibility and relevance.
- Collaborate strategically with Solution Engineers, Industry Advisors, Customer Success, Professional Services, and Executive sponsors to deliver transformative outcomes for customers.
- Build and maintain a robust, accurate pipeline — forecasting with discipline and precision.
- Establish trusted, long-term relationships with key decision-makers and champions within your accounts.
- Partner with internal teams (Industry Marketing, Product Management, Alliances) to develop tailored go-to-market strategies for your accounts.
- Serve as a Salesforce ambassador within the Financial Services ecosystem — attending industry events, engaging with partners, and building your personal brand.
Who you are...
- 7+ years of experience as an Account Executive, with a strong track record in enterprise or strategic sales.
- Deep knowledge of the Financial Services industry — ideally with experience selling into Banking, Insurance, Wealth Management, or Capital Markets.
- Proven history of closing large, complex deals ($500K+ ACV) with long sales cycles and multiple stakeholders.
- Consistent overachievement of quota and revenue goals in a competitive enterprise environment.
- Ability to navigate highly matrixed organizations — both internally and within your accounts.
- Strong executive presence: comfortable engaging and influencing at the C-level.
- Experience with solution-based or consultative selling methodologies (MEDDIC, Challenger, etc.).
- Strong pipeline management discipline and analytical mindset.
- Proven ability to build lasting, referenceable customer relationships.
What's in it for you:
- Clear and structured career path into Senior AE, Strategic AE, or leadership roles within Salesforce.
- World-Class Training & Development with deep focus on Financial Services industry knowledge and enterprise selling.
- Access to Salesforce's industry-leading Financial Services Cloud and AI-powered tools to differentiate your conversations.
- A collaborative, high-performance culture with the support of a world-class extended team.
- The ability to work with some of the most recognized institutions in the financial world and drive real digital transformation.
- Competitive compensation with uncapped earning potential.
- The chance to grow, make an impact, and be part of a company that is changing the world