Named Account Executive

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Sales Job Details 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.

We're Salesforce, the Customer Company. If you believe in bringing companies and customers together, in business as the greatest platform for change, in creating a more equitable and sustainable future for all – you're in the right place. Through our #1 AI CRM, we help financial services companies blaze new trails and connect with their customers in a whole new way.

And, we empower you to be a Trailblazer, too — driving your performance and growth, charting new paths, and improving the state of the world. What you'll be doing... As a Named Account Executive – Financial Services , you will own a strategic portfolio of named accounts within the financial services industry — including Banking, Insurance, Wealth Management, or Capital Markets.

You'll be responsible for driving complex, high-value deals and building long-term relationships with C-level executives, positioning Salesforce as a mission-critical platform for digital transformation. 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. Who you are... 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. What's in it for you: 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.

Accommodations If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form . Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions.

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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.

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