About this Commercial Account Executive - Financial Services role at Salesforce
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
SalesJob 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 up-market Commercial team focuses on working with growing organizations of 250–10,000 employees across the Financial Services industry, including Banking, Insurance, and Wealth & Asset Management. As a Commercial Account Executive, you won't just sell AI agents — you'll work alongside them to accelerate revenue, build trusted customer relationships, and drive meaningful impact.
Note: By applying to the Commercial Account Executive posting, Recruiters and Hiring Managers who support multiple cloud offerings across the organization will review your resume. Our goal is for you to apply once and have your resume reviewed by multiple hiring teams. Please note some of these positions may be office-based, office-flexible, or remote depending on the team.
We have Core Teams that sell the entire Salesforce platform, and Prime teams that specialize in a specific cloud solution. You may be aligned to, but not limited to, the following:
- Slack
- NetZero Cloud
- Tableau
- Marketing Cloud
- Specialization Cloud
- Digital
Commercial Business Units we support:
- Mid-Commercial (201–1,000 employees)
- General Commercial (1,001–5,000 employees)
- Enterprise Corporate Sales (5,000+ employees)
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 realize value from their Salesforce investments
Required Qualifications:
- 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 strategize and collaborate effectively with a large, extended team
Preferred Qualifications:
- 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; we evaluate experience across extracurricular leadership, military service, volunteer roles, and work history
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.
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.
In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $77,550 - $189,350 annually There is a different range applicable to specific work locations. In California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC, the base pay range for this role in those locations is $85,300 - $208,300 per year. Your recruiter can share more about the specific salary range for the job location during the hiring process. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.
