Salesforce Account Executive - Financial Services

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Requirements:

• 5+ years of selling Salesforce solutions, preferably offerings in Sales Cloud, Service Cloud, Marketing Cloud, Communities, Financial Services Cloud.
• 5-10+ years of experience selling SaaS in the Financial Service vertical market, such as Wealth Management, Banking, Insurance, Investment firms, or other financial institutions.
• Experience selling to both SMB and Commercial Market accounts.
• Proven skills in working in a channel partnership relationship sales capacity.
• Strong consultative sales approach and discovery/probing skills.
• Ability to articulate ROI and present cases for implementing Salesforce solutions.
• Ability to meet and exceed sales goals.
• Forecasting and delivering on expected projections.
• Creating presentations that clearly outline benefits, objectives, and goals for clients while providing a roadmap to meeting customer goals.
• Highly effective communication skills with all levels of vendors, clients, internal partners, and resources.

Responsibilities:

• Establish and foster relationships with Salesforce Account Executives and work collaboratively to engage new clients.
• Cultivate leads and prospect for new clients within the Salesforce ecosystem.
• Understand the business needs, goals, and pain points of each client.
• Lead and manage all phases of the sales cycle.
• Prospecting, lead qualification, project scopes, generating presentations and SOWs, and negotiating contracts as required.
• Collaboration with technical delivery resources to ensure estimates align with delivery standards.
• Ability to translate customer requirements into multi-phase roadmaps with scope and estimates.
• Understanding of, and ability to articulate more complex features of Salesforce to ensure customer understanding during sales cycle.