Senior Salesforce Account Executive, Financial Services

Senior Account Executive, Financial Services

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  ️ Only apply if you have 7+ years of proven sales experience in the business consulting space either at Salesforce or a Salesforce partner ️

About the Role: SM Innovations, a trusted Salesforce partner, is hiring a seasoned Senior Account Executive to drive the entire sales cycle for our Salesforce consulting services. This role focuses on collaborating with Salesforce’s account executive teams to target mid-market financial services companies in the western U.S. If you're a high achiever with experience with Salesforce, or a Salesforce partner company, and you have a track record of exceeding targets, we want to hear from you!

Key Responsibilities:

• Partner closely with Salesforce Account Executives to create pipeline opportunities through targeted outreach within Financial Services, Banking & Lending, WAM, REITs, and Alt Investments.
• Engage with Subject Matter Experts to understand industry challenges and advise on how Salesforce solutions can meet those needs.
• Lead account-based sales efforts and manage high-impact business conversations with Salesforce teams.
• Meet or exceed monthly sales targets and deliver an exceptional customer experience in every interaction.
• Build scalable, data-driven demand-generation campaigns.
• Manage opportunities in Salesforce and set client meetings using Salesforce Inbox.
• Collaborate with integrators and vendors for implementation roadmaps and clarify client needs for Phase I projects.
• Meet with nearby Salesforce teams regularly to build relationships, host Lunch & Learns, and other social activities. Travel to meet with clients, as needed.

What We’re Looking For:

• Experience: 7+ years in SaaS sales, with a focus on Salesforce consulting services.
• Network: Strong contacts and relationships with Salesforce teams and financial services executives.
• Expertise: Knowledge of Salesforce products, financial services industry challenges, and third-party integration tools.
• Skills: Solution-selling, contract negotiation, and client relationship management.
• Mindset: Competitive, motivated, empathetic, and team-oriented with excellent communication skills.

Perks & Benefits:

• Work-from-home flexibility, and host monthly in-person Salesforce social events and Lunch & Learns.
• Support from industry-leading SMEs to help bolster your success.
• Minimal travel outside your local area for client meetings.
• Client entertainment expense reimbursements.
• Company equity.
• Comprehensive medical, dental, vision, and company-paid life insurance.
• Flexible schedule and team-building activities, including virtual and in-person happy hours.

Compensation: Competitive base salary ($110,000 - $150,000) + top-tier commission for outstanding performance.

About Us: SM Innovations, based in California, is a premier Salesforce partner focusing on mid-market financial services. Our team is made up of experienced Fortune 100 and Big 5 consultants, engineers, and designers, and is dedicated to delivering customized Salesforce solutions that tackle real business challenges. Our consistent 5/5 customer satisfaction rating speaks to our commitment to excellence.

Ready to make an impact? Join us and help redefine the Salesforce consulting landscape!

Learn more and apply today athttp://sminnovations.co