Named Account Executive

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About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

• Own and grow a defined set of named accounts, developing deep account plans and multi-year expansion strategies.
• Drive net new revenue and expand existing footprint across your portfolio, consistently meeting and exceeding quota.
• Lead complex, multi-stakeholder sales cycles from discovery through negotiation and close — engaging at the C-suite level (CIO, CDO, CFO, CMO).
• Develop a deep understanding of the financial services landscape — regulatory environment, industry trends, competitive dynamics — to position Salesforce solutions with credibility and relevance.
• Collaborate strategically with Solution Engineers, Industry Advisors, Customer Success, Professional Services, and Executive sponsors to deliver transformative outcomes for customers.
• Build and maintain a robust, accurate pipeline — forecasting with discipline and precision.
• Establish trusted, long-term relationships with key decision-makers and champions within your accounts.
• Partner with internal teams (Industry Marketing, Product Management, Alliances) to develop tailored go-to-market strategies for your accounts.
• Serve as a Salesforce ambassador within the Financial Services ecosystem — attending industry events, engaging with partners, and building your personal brand.
   

• 7+ years of experience as an Account Executive, with a strong track record in enterprise or strategic sales.
• Deep knowledge of the Financial Services industry — ideally with experience selling into Banking, Insurance, Wealth Management, or Capital Markets.
• Proven history of closing large, complex deals ($500K+ ACV) with long sales cycles and multiple stakeholders.
• Consistent overachievement of quota and revenue goals in a competitive enterprise environment.
• Ability to navigate highly matrixed organizations — both internally and within your accounts.
• Strong executive presence: comfortable engaging and influencing at the C-level.
• Experience with solution-based or consultative selling methodologies (MEDDIC, Challenger, etc.).
• Strong pipeline management discipline and analytical mindset.
• Proven ability to build lasting, referenceable customer relationships.

• Clear and structured career path into Senior AE, Strategic AE, or leadership roles within Salesforce.
• World-Class Training & Development with deep focus on Financial Services industry knowledge and enterprise selling.
• Access to Salesforce's industry-leading Financial Services Cloud and AI-powered tools to differentiate your conversations.
• A collaborative, high-performance culture with the support of a world-class extended team.
• The ability to work with some of the most recognized institutions in the financial world and drive real digital transformation.
• Competitive compensation with uncapped earning potential.
• The chance to grow, make an impact, and be part of a company that is changing the world

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

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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 equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.