Named Account Executive - Banking & Fintech

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.

Our team sells the full Salesforce product portfolio across the Retail Banking and FinTech sub-verticals, partnering with some of our most strategic enterprise customers.

As an Account Executive at Salesforce, you will engage with existing customers and new leads to sell the entire Salesforce Customer 360 platform. You will build positive, trusted relationships with key stakeholders and C-suite decision-makers across retail banking and FinTech, helping customers realise value from their Salesforce investments through both warm leads and whitespace prospecting.

What You'll Actually Be Doing

• Develop key customer stakeholder relationships and drive customer satisfaction across assigned Retail Banking and FinTech accounts, aligned with long-term business objectives
• Lead the end-to-end sales process by engaging the appropriate resources, including Sales Engineers, Professional Services, Executives, and Partners
• Formalise a go-to-market territory strategy and create a qualified target account list within 30 days
• Drive growth within existing assigned accounts by sharing the Salesforce value proposition and identifying opportunities for upsell and cross-sell
• Identify and develop new opportunities across challenger banks, digital banks, FinTechs, and other retail banking organisations
• Build strong relationships with senior business and technology leaders, understanding their priorities and connecting Salesforce solutions to measurable business outcomes

You're Our Person If You Have...

• Demonstrated success in quota-carrying, technology solution-based direct sales
• Experience developing account plans to retain and grow Annual Contract Value (ACV) through upsell and cross-sell strategies
• Ability to uncover customers' current processes, business objectives, and strategic goals through discovery, use cases, and value hypotheses
• Strong customer communication skills across written, verbal, and presentation formats using tools such as Slack, Google Slides, and Zoom
• Experience managing complex enterprise sales cycles and engaging multiple stakeholders across an organisation

Even Better If You Have...

• Experience selling to Retail Banking, Challenger Banks, Digital Banks, or FinTech clients
• Understanding of the evolving banking and FinTech landscape and the challenges facing digital-first financial institutions
• Familiarity with sales methodology frameworks and strategic alliance development
• Track record of consistently achieving or surpassing quota in a fast-paced environment
• Ability to collaborate across multiple internal teams and leverage resources to align with account objectives

Your experience will be evaluated based on alignment with core competencies for the role, including extracurricular leadership, military experience, and volunteer work.

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. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

We are a recognised Disability Confident member under the UK Government Disability Confident employer scheme. We are committed to providing an inclusive recruitment process and will offer an interview to disabled applicants who meet the essential criteria for the role. Applicants are welcome to opt-in to the interview scheme as part of the application process. If you would like to apply under the scheme, please click the link to the Accommodations Request Form above and scroll to the UK Disability Confident Scheme section within the form.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? 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. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.