Commercial Account Executive - Financial Services

Job Category

Sales

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world.

If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

Our up‑market Commercial team focuses on working with exciting growing organizations of  employees. You will have the opportunity to work in a fast paced team with various customers and receive personalized training and career opportunities.

Mid‑Commercial (201 - 1000 employees)

General Commercial (1001 - 5000 employees)

Enterprise Corporate Sales (5000+ employees)

This role will be specifically selling into accounts within the Financial Services Industries which includes Banking, Insurance, and Wealth & Asset Management.

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 clouds:

• Slack
• Net Zero Cloud
• Tableau
• Marketing Cloud
• Specialization Cloud
• Digital

Our Commercial Account Executives engage with existing customers and new leads to sell the Salesforce Customer 360 platform. They build positive, trusted relationships with both key team members and C‑suite decision makers within their patch, helping customers realize value from their Salesforce investments. You will use your skills to develop opportunities through both warm leads and whitespace prospecting.

• Develop key customer stakeholder relationships and drive customer satisfaction at assigned accounts
• Develop and drive the overall long‑term strategy for the account, aligned to customer business objectives
• Coordinate internal Salesforce resources to meet customer business needs
• Perform account planning at assigned accounts, coordinating with Prime and Cloud sales resources to ensure strategic alignment
• Share Salesforce value proposition for existing and/or new customers
• Drive growth within an existing assigned account

• Average of 5‑10 years of full cycle sales experience, with at least 3 in the field
• Proven experience in managing existing customer accounts to drive upsell/cross‑sell opportunities, as well as acquiring new logo accounts OR focusing exclusively on new logos (Hunter role)
• Ability to build and deliver presentations to your customers
• Ability to strategize with a large extended team
• Experience will be evaluated based on the core competencies for the role (e.g., extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)

Working at Salesforce isn’t all about selling. It’s also about learning, and we heavily invest in you with a month‑long immersion and onboarding, including a week‑long product bootcamp, mentorship program, weekly coaching and development programs.

We are pioneers of the Pledge 1% model, providing product, grants and community service to those in need. We are proud to be #1 in PEOPLE’s Top 50 Companies that Care, and are on Fortune’s Change the World list. We provide every employee with 7 paid volunteer days off a year, and donation matching for all approved charitable donations. We provide other world‑leading benefits to all our employees, including:

• Health, life insurance, retirement saving plan
• Monthly wellness allowance
• Flexible time off & leave policies
• Parental benefits
• Perks and discounts

If you require assistance due to a disability applying for open positions please submit a request via Accommodations Request Form.

Salesforce is an equal opportunity employer and maintains a policy of non‑discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to…