[Remote] Salesforce Account Executive (Financial Services) Similar jobs

Note: The job is a remote job and is open to candidates in USA. Sikich is seeking an Account Executive to drive growth for its Salesforce consulting practice. The role combines new client acquisition and existing-account expansion, using consultative selling to develop strategic relationships and win Salesforce advisory and consulting engagements in financial services.

Responsibilities

• Drive revenue growth by developing both new business opportunities and expanding existing client relationships for Salesforce consulting and implementation services. Own the full sales cycle from opportunity identification through close
• Proactively identify and pursue new leads while partnering with existing clients to uncover additional business needs and growth opportunities. Build a robust pipeline through networking, cold outreach, industry events, Salesforce partner channels, referrals, and account planning
• Engage C-level executives and senior stakeholders at prospective and existing clients to understand their business goals, current challenges, and CRM needs. Use a consultative approach to uncover pain points and align them with Salesforce-based solutions
• Clearly communicate the value of our Salesforce consulting services. Present how Salesforce products and our firm's expertise can address each client's specific needs. Tailor presentations and demonstrations to highlight relevant industry use cases and business outcomes
• Collaborate closely with pre-sales solution architects and consultants to prepare demonstrations, technical deep-dives, and solution recommendations. Ensure proposed solutions are feasible and align with client objectives
• Develop compelling proposals, RFP responses, and Statements of Work (SOWs) for Salesforce projects. Lead contract negotiations while addressing client concerns and ensuring mutually beneficial outcomes
• Consistently meet or exceed quarterly and annual sales quotas across both new logo acquisition and account expansion
• Maintain accurate records of sales activities and client interactions in CRM. Track pipeline health, forecast opportunities, and report progress toward sales goals
• Build and nurture relationships with Salesforce Alliance Managers, Account Executives, and other ecosystem partners. Coordinate co-selling activities, joint account planning, and referral campaigns within the Financial Services industry

Skills

• Bachelor's degree in Business, Marketing, or a related field, or equivalent relevant experience
• 5+ years selling Salesforce consulting or implementation services within the Salesforce ecosystem
• Strong understanding of the Financial Services industry, with emphasis on insurance. Familiarity with industry business processes and challenges (customer onboarding, policy/portfolio management, compliance, etc.) and how CRM solutions support these functions
• In-depth knowledge of the Salesforce product suite and ecosystem, including Sales Cloud, Service Cloud, and Financial Services Cloud. Ability to articulate Salesforce capabilities, integrations, and the value of digital transformation initiatives
• Demonstrated success exceeding sales targets through a combination of new business development and growing existing client accounts. Ability to cite examples of six-figure (or larger) consulting engagements and consistent quota attainment
• Experience managing complex enterprise sales cycles involving multiple stakeholders and procurement processes
• Strong relationship-building and account management skills with the ability to develop trusted advisor relationships across executive, business, and technical stakeholders
• Demonstrated ability to sell consultative services by diagnosing customer needs and developing tailored business solutions
• Ability to travel 20%–40%
• Servant Leader – You are hyper focused on engaging employees, fostering their development, and building a positive culture
• Solutions Focused – You see opportunities in every business problem and can develop, articulate, and implement solutions
• Collaboration – You are a relationship builder across all levels of the organization and across all business units
• Instills Trust - You do what you say, and you follow through on commitments, you act with integrity, you are consistent and are perceived as credible
• Impact & Influence Thinking – You gain support for ideas, proposals, and solutions, and get others to act, with or without formal authority, to advance initiatives/objectives
• An existing network within the financial services industry is a plus
• Experience selling professional services or consulting engagements is highly preferred
• Experience working for a Salesforce consulting partner or CRM consulting firm in a sales capacity is preferred
• Understanding of project scoping, Statements of Work, delivery cycles, and long-term client success is highly valued

Benefits

• Flexible Time Off (FTO), including paid personal time, mental/physical health care, vacation, and sick leave; available from the first day for full-time employees.
• Paid holidays during the year, including nine (9) paid holidays annually.
• Time off the last week of the calendar year when client and project work permits.
• A comprehensive wellness program; activities can be tracked through the wellness provider to obtain gift cards and other rewards.
• Flexible work arrangements.
• Health, dental, vision, life, and accident/death/disability insurance options.
• HSA employer contribution.
• A paid Parental Bonding Leave program covering birth, adoption, and foster children.
• 401(k) with employer contributions.
• CPA bonus with four (4) paid exam days and four (4) paid study days.
• Tuition reimbursement.
• Generous employee referral bonus program.
• Client referral bonus program.
• Pet insurance.
• Up to four hours of paid time annually to volunteer through the FORCE Sikich community volunteer program.

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