Salesforce Account Executive - Financial Services
Remote/Travel - United States - Full - Timeremote$150K – $185K
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. Role Summary The Salesforce Account Executive - Finanical Services 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
We check your title trajectory against the seniority signal of the role.
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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