Commercial Account Executive - Financial Services

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category Sales Job  Details About Salesforce Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

Overview of the Role:

Our up-market Commercial team focuses on working with growing organizations of 250–10,000 employees across the Financial Services industry, including Banking, Insurance, and Wealth & Asset Management. As a Commercial Account Executive, you won't just sell AI agents — you'll work alongside them to accelerate revenue, build trusted customer relationships, and drive meaningful impact.

Note:

By applying to the Commercial Account Executive posting, Recruiters and Hiring Managers who support multiple cloud offerings across the organization will review your resume. Our goal is for you to apply once and have your resume reviewed by multiple hiring teams. Please note some of these positions may be office-based, office-flexible, or remote depending on the team.

We have Core Teams that sell the entire Salesforce platform, and Prime teams that specialize in a specific cloud solution. You may be aligned to, but not limited to, the following:

Slack Net Zero  Cloud Tableau Marketing  Cloud Specialization Cloud Digital Commercial  Business Units we support:

Mid-Commercial (201–1,000 employees)
General Commercial (1,001–5,000 employees)
Enterprise Corporate Sales (5,000+ employees)
Responsibilities:

Develop key customer stakeholder relationships and drive customer satisfaction at assigned accounts, aligned to their business objectives

Coordinate internal Salesforce resources and perform account planning, partnering with Prime and Cloud sales teams to ensure strategic alignment

Drive growth within existing accounts and develop new opportunities through warm leads and whitespace prospecting

Share the Salesforce value proposition with existing and prospective customers and help them realize value from their Salesforce investments

Required Qualifications:

3+ years of full cycle, field-based sales experience

Proven track record of managing customer accounts to drive upsell and cross-sell opportunities, or acquiring new logo accounts

Ability to build and deliver compelling presentations to customers and C-suite stakeholders

Ability to strategize and collaborate effectively with a large, extended team

Preferred Qualifications:

5–10 years of full cycle sales experience with a focus on technology or SaaS solutions

Experience selling into Financial Services accounts (Banking, Insurance, or Wealth & Asset Management)
Familiarity with the Salesforce platform and Customer 360 solutions

Experience in competency-based selling; we evaluate experience across extracurricular leadership, military service, volunteer roles, and work history

Unleash Your Potential When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love.

Apply today to not only shape…