Senior Salesforce AE — Financial Services & Wealth Mgmt
Listed on 2026-10-30
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Finance & Banking
Financial Sales, Banking & Finance
Formativ Group, a technology consulting and engineering firm, seeks a Salesforce Account Executive - Financial Services to accelerate bookings, acquire new clients, and expand strategic accounts in Wealth/Asset Management and Banking.
The role emphasizes consultative selling, executive relationships, and orchestration of cross-functional teams to close complex engagements with $4–6M annual bookings targets. Remote role with travel.
This role, Senior Salesforce AE — Financial Services & Wealth Mgmt at Formativ Group, LLC, could be your next move.
Learn more about the Senior Salesforce AE — Financial Services & Wealth Mgmt role in the description above.
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This posting is for the Senior Salesforce AE — Financial Services & Wealth Mgmt role at Formativ Group, LLC, based in Yuma, AZ, United States.
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