PitchMeAI Jobs
FormativGroup

Senior Salesforce Account Executive - Financial Services

FormativGroup · Remote/Travel- United States - Full - Time

Posted about 2 months ago

or apply directly on FormativGroup's site. We never take the application ourselves.

Is this posting real?

This role has been open
66 days
FormativGroup's roles stay open a median of 66 days
Reposted
No
Salary listed
No
0% of FormativGroup's roles list one
Ghost-job risk at FormativGroup
high
17 stale, 0 reposted of 25 open
Hiring momentum
38 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-10-08

Measured from postings appearing on and disappearing from FormativGroup's own greenhouse board since 2026-08-03. Full hiring picture for FormativGroup.

About this role

The Senior Salesforce Account Executive for Financial Services is responsible for driving sales and expanding client relationships within the Wealth Management, Asset Management, and Banking sectors. This role involves managing the full sales lifecycle, developing strategic account strategies, and collaborating with internal and partner teams to secure large consulting engagements. The position demands strong consultative selling skills and the ability to build trusted relationships within the Salesforce ecosystem.

Our read on this posting2.4out of 5
benefits
2/5
freshness
1/5
career value
4/5
role clarity
5/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of FormativGroup as an employer.

What you need

  • 8-10+ years of success selling complex technology consulting, platform implementation, or digital transformation services to mid-sized and enterprise clients
  • Demonstrated success selling into Wealth Management, Asset Management, Banking, or closely related financial-services organizations
  • Experience working directly with Salesforce's Financial Services sales organization and established relationships within the BWAM segment
  • Demonstrated success acquiring new clients and expanding strategic accounts through both direct and partner-led sales motions
  • A proven record of meeting or exceeding annual sales quotas in the $6-10 million range
  • Experience leading complex, multi-stakeholder pursuits and coordinating presales, industry, delivery, alliance, legal, and executive resources

Nice to have

  • Bachelor's degree in Business, Information Technology, or a related field preferred
  • MBA or other advanced degree is a plus

What you get

  • Competitive compensation package including base salary and variable incentive compensation
  • Comprehensive benefits package that includes medical, dental, vision, 401(k), paid time off
  • Discretionary bonuses, commissions, or other incentive programs

Worth weighing

  • Remote role with up to 50% travel
  • Candidates located in the Northeast United States are preferred
  • No specific salary listed, but an estimated compensation range of $180,000 — $200,000 USD is provided
  • Applicants must be authorized to work for any employer in the United States; no sponsorship available

Summarised from FormativGroup's posting. Read the full original.

Listed by FormativGroup on their greenhouse job board, last confirmed open on 2026-10-08. PitchMeAI is not the employer.

More roles at FormativGroup

All 25 open roles at FormativGroup →

Apply to a Senior Salesforce Account Executive - Financial Services position at FormativGroup - Jobs near me at Remote/Travel- United States - Full - Time