Named Account Executive – Banking

Overview

In this Account Executive role, you will drive adoption and value of the Salesforce Customer 360 platform within assigned accounts and new leads. You will build trusted relationships with stakeholders, including C-suite, and lead end-to-end sales with cross-functional resources. You’ll map territory, form a go-to-market plan within 30 days, and pursue growth through upsell and cross-sell. The position sits at the intersection of AI-enabled CRM and strategic account growth, offering impact across teams and customers. You’ll collaborate in a fast-paced environment to shape customer outcomes and Salesforce’s growth strategy.

Responsibilities

• Develop key customer stakeholder relationships and drive customer satisfaction
• Lead end-to-end sales process with cross-functional resources
• Create and execute a go-to-market territory strategy and target account list within 30 days
• Articulate Salesforce value proposition to existing and new customers
• Drive growth within assigned accounts and manage overall account strategy
• Collaborate with account team and partners to support deals and customer success

Key requirements

• Quota-carrying, technology solution-based direct sales experience
• Account planning to retain/grow ACV with upsell and cross-sell
• Researching customer objectives and discovery-based value hypotheses
• Ability to craft compelling value propositions addressing customer needs

• Excellent interpersonal and communication skills
• Ability to thrive in a fast-paced environment
• Team collaboration and cross-functional coordination
• Slack
• Google Slides
• Zoom

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