Job Title: Salesforce Account Executive (AE)
Location: USA East Coast
Workplace Type: Remote
Employment Type: Full-time
About the Role
We are seeking a high-performing Salesforce Account Executive to join our growing team. The ideal candidate will have a strong background in selling Salesforce products or services, with a focus on financial services clients. This role requires someone who is results-driven, highly motivated, and experienced in consultative sales—especially in the areas of project delivery and managed services within the Salesforce ecosystem.
Key Responsibilities
- Drive new business opportunities and manage the entire sales cycle from prospecting to close for Salesforce-related services and solutions.
- Identify, target, and cultivate relationships with key decision-makers in the financial services sector.
- Collaborate with internal solution architects, delivery teams, and partner alliances to craft compelling sales proposals.
- Sell a mix of professional services (projects, advisory) and managed services tailored to customer needs.
- Maintain a healthy pipeline and consistently achieve or exceed quarterly and annual sales quotas.
- Leverage knowledge of the Salesforce ecosystem to position relevant services and capabilities.
- Accurately forecast opportunities and maintain CRM hygiene for all sales activities.
- Represent the company at industry events, Salesforce community meetups, and partner ecosystem events.
Qualifications
- 5+ years of sales experience in technology or consulting services.
- Prior experience selling Salesforce products or services is required.
- Background in financial services or experience selling to financial institutions is strongly preferred.
- Proven track record of meeting or exceeding quotas and driving revenue growth.
- Experience selling professional services and managed services in a consultative sales environment.
- Deep familiarity with the Salesforce ecosystem, including core Salesforce offerings.
- Strong written, verbal, and presentation skills; ability to engage and influence stakeholders at all levels.
- Self-starter with high energy and a solution-oriented mindset.
Preferred Qualifications
- Salesforce certifications (e.g., Sales Cloud Consultant, Administrator) are a plus.
- Experience working in or with boutique Salesforce consulting partners is advantageous.
