Named Account Executive - Banking & Fintech

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.

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