Named Account Executive – Fintech

Overview

As an Account Executive at Salesforce, you will drive adoption of the Salesforce Customer 360 platform within fintech enterprise accounts. You’ll manage the full sales cycle, align with cross-functional teams, and help customers realize value from their investments. You’ll work with C-suite stakeholders to shape territory plans and growth strategies. This role offers the chance to impact a leading AI CRM while advancing workforce transformation. You’ll thrive in a fast-paced, collaboration-driven environment where success means tangible business outcomes.

Responsibilities

• Develop and nurture key stakeholder relationships to drive customer satisfaction and align with long-term objectives
• Lead end-to-end sales process with multi-resource support (Sales Engineers, Professional Services, Executives, Partners)
• Formulate a go-to-market territory strategy and create a qualified target account list within 30 days
• Drive growth in assigned accounts through upsell and cross-sell by communicating Salesforce value proposition

Key requirements

• Quota-carrying, technology solution-based direct sales experience
• Experience building account plans to grow ACV via upsell/cross-sell
• Ability to uncover customer objectives and value through discovery, use cases, and value hypotheses
• Strong written, verbal, and presentation communication using Slack, Google Slides, and Zoom

• Strong communication skills
• Cross-functional collaboration
• Customer-focused problem solving
• Slack
• Google Slides
• Zoom

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