Salesforce Account Executive (Financial Services)

Location: Remote within the United States; travel required 20%–40%

Base compensation range: $68,900–$156,000 per year

Company

Professional services provider delivering consulting, technology, compliance, and integrated industry solutions to public- and private-sector clients.

What you will do

• Drive new business and expand existing accounts for Salesforce consulting and implementation services.
• Own the full sales cycle from opportunity identification through contract close.
• Build executive relationships, diagnose CRM needs, and align client challenges with Salesforce solutions.
• Partner with solution architects and consultants on demonstrations, technical deep-dives, and solution recommendations.
• Develop proposals, RFP responses, and Statements of Work while leading contract negotiations.
• Manage pipeline health, sales forecasts, quotas, and Salesforce ecosystem co-selling activities.

Requirements

• 10+ years of enterprise B2B sales experience, including 5+ years selling Salesforce consulting or implementation services.
• Strong knowledge of the financial services industry, especially insurance and related business processes.
• In-depth knowledge of Salesforce Sales Cloud, Service Cloud, Financial Services Cloud, integrations, and digital transformation.
• Demonstrated success exceeding quotas and winning six-figure or larger consulting engagements.
• Experience with complex enterprise sales cycles, multiple stakeholders, procurement, proposals, and negotiations.
• Bachelor’s degree in Business, Marketing, or a related field, or equivalent relevant experience.

Nice to have

• Experience working for a Salesforce consulting partner or CRM consulting firm.
• Existing financial services industry network.
• Experience with project scoping, Statements of Work, delivery cycles, and long-term client success.

Culture & Benefits

• Flexible remote work arrangements.
• Flexible Time Off available from the first day, plus paid holidays.
• Health, dental, vision, life, accident, disability, and wellness benefits.
• HSA employer contributions, 401(k) employer contributions, and paid parental bonding leave.
• Tuition reimbursement, referral bonuses, pet insurance, and paid community volunteering time.