Commercial Account Executive (Financial Services)

• 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
• NetZero 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)
• 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

Benefits

• Medical Care
• Life Insurance
• Retirement Savings
• Employee Assistance Programs
• With 9 standard holidays and four floating holidays, you get a total 13 paid days off each year

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