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From the employer's careers site First seen 1 Nov 2026

Commercial Account Executive - Financial Services

Salesforce Remote senior full-time

The employer hasn't listed a salary.

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Description

Job Overview

As a Commercial Account Executive, you will work with growing organisations of 250–10,000 employees across the Financial Services industry, including Banking, Insurance, and Wealth & Asset Management.

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.

Responsibilities

  • Develop key customer stakeholder relationships and drive customer satisfaction at assigned accounts, aligned to their business objectives
  • Coordinate internal Salesforce resources and perform account planning, partnering with Prime and Cloud sales teams to ensure strategic alignment
  • Drive growth within existing accounts and develop new opportunities through warm leads and whitespace prospecting
  • Share the Salesforce value proposition with existing and prospective customers and help them realise value from their Salesforce investments

Requirements

  • 3+ years of full cycle, field-based sales experience
  • Proven track record of managing customer accounts to drive upsell and cross-sell opportunities, or acquiring new logo accounts
  • Ability to build and deliver compelling presentations to customers and C-suite stakeholders
  • Ability to strategise and collaborate effectively with a large, extended team

Nice to Have

  • 5–10 years of full cycle sales experience with a focus on technology or SaaS solutions
  • Experience selling into Financial Services accounts (Banking, Insurance, or Wealth & Asset Management)
  • Familiarity with the Salesforce platform and Customer 360 solutions
  • Experience in competency-based selling

Benefits

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.

Skills

Required

Nice to have

  • Financial Services
  • SaaS solutions
  • Salesforce platform
  • Customer 360 solutions
  • Competency-based selling
Apply on Salesforce