Senior Salesforce Account Executive - Financial Services
Remote/Travel- United States - Full - Timeremotesenior$17K – $21K
via Greenhouse
About this role
Are you a relationship-driven sales leader who knows how to turn Salesforce partnerships and financial-services expertise into meaningful growth? FormativGroup shapes high-impact solutions for leading wealth managers, asset managers, and banks while owning complex pursuits from first conversation through close. We're anticipating future openings and are connecting now with great talent who'd like to be considered when the time comes.
Role Summary
The Senior Account Executive - Financial Services, Salesforce Solutions is an accomplished individual contributor responsible for accelerating bookings, acquiring new clients, and expanding strategic accounts across Wealth Management, Asset Management, Banking, and related financial-services markets.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: segment, teams, salesforce
2
Level fit
This role is senior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is remote-eligible — we factor in your stated location and time-zone overlap.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
segmentteamssalesforce
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