Territory Account Executive, SMB Financial Services
Company: Salesforce, Inc.
Posted on: September 8, 2023
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for a maximum of 3 roles within 12 months to ensure you are not
We're Salesforce, the Customer Company. If you believe in bringing
companies and customers together, in business as the greatest
platform for change, in creating a more equitable and sustainable
future for all -well, you're in the right place. Through our #1
CRM, Customer 360, we help companies blaze new trails and connect
with their customers in a whole new way. And, we empower you to be
a Trailblazer, too - driving your performance and growth, charting
new paths, and improving the state of the world.
Territory Account Executive, SMB Financial Services
Our Small to Medium Business team is part of our wider Growth
Business, focusing on working with exciting growth organizations.
You will have the opportunity to work in a fast paced team with
varied financial services customers and personalized training and
Salesforce for Financial Services works to build customer trust and
increase employee productivity with a complete digital platform
built for banks, wealth managers, and insurance companies. Our
Financial Services Cloud tool connects companies across their line
of business, geographies, and channels. From retail banking to
wealth management to insurance, 360-degree visibility into your
clients financial profiles puts them at the center of every
Why Join Salesforce as an Account Executive, Small Business
This team is extremely tight knit; we celebrate our differences and
wins and learn from losses. You're joining our team, and we're all
working towards the same goals. You will have the opportunity to
work in a fast paced team with personalized training and career
This role is the perfect opportunity to immerse yourself in all
things Salesforce. You will get exposure to a range of internal
teams and business units, so your overall knowledge of how we work
and operate will grow very quickly.
Our Banking and Financial Services (FINS) team is part of our wider
sales team, focusing on selling into the finance industry. The FINS
space is particularly exciting at the moment as there are multiple
industry disruptors entering the market. The barrier for entry is
high, and the customers you will work with are highly intelligent
and self motivated.
FINS is a high performing area of our business, and we accredit
this to the leadership: They have been in your shoes, and they know
how to motivate and champion their teams. We offer formal and
informal training for all people coming into this role, and this
will be entirely focused around your strengths and goals. We
encourage 360 degree feedback, so you have the opportunity to take
your own initiative and blaze your own trail.
Day to Day
Our SMB Account Executives engage with existing customers and new
leads to sell the entire Salesforce Customer 360 platform. They
build positive, trusted relationships with both key team members
and decision makers within their patch, and become naturals at
helping customers realize value from their Salesforce
You will use your new business development skills to develop
opportunities, through both warm leads and whitespace
- Close opportunities at assigned existing accounts and drive
sales at new accounts
- Drive sales within assigned segment (small business)
- Acquire new logos within assigned territory
- Speak to Salesforce offerings as they relate to the customer's
needs and engage other Salesforce resources as required
- Manage high volume of accounts and sales
Who you are
- We have an open mind in SMB and we're not just looking for
Account Executives who have experience in SaaS. If you have been in
a quota carrying sales role looking after end-to-end sales
processes, then we want to talk to you!
- Embody a growth mindset - You're thinking ahead and have a plan
- You're able to craft a point of view, hold an opinion, and
build credibility as a 'Trusted Adviser' within your
- Self awareness is very important, and you must understand your
'why'. You're naturally curious and will be excited about the
chance to absorb all Salesforce has to offer.
- We don't need you to have used Salesforce before, but it would
have an advantage. A genuine passion for technology, disruption and
innovation is also ideal.
Working at Salesforce
Working at Salesforce isn't all about selling. It's also about
learning, and we heavily invest in you with a month-long immersion
and onboarding, including: a week-long product bootcamp, mentorship
program, weekly coaching and development programs.
We are pioneers of the Pledge 1% model, providing product, grants
and community service to those in need. We are proud to be#1 in
PEOPLE's Top 50 Companies that Care, and are on Fortune's Change
the World list.
We provide every employee with 7 paid volunteer days off a year,
and donation matching for all approved charitable donations.
We provide other world-leading benefits to all our employees,
- Health, life insurance, retirement saving plan
- Monthly wellness allowance
- Flexible time off & leave policies
- Parental benefits
- Perks and discounts
Salesforce is an equal opportunity employer and values diversity at
our company. We do not discriminate on the basis of race, religion,
colour, national origin, sex, gender, gender expression, sexual
orientation, age, marital status, veteran status, or disability
status. We will ensure that individuals with disabilities are
provided reasonable accommodation to participate in the job
application or interview process, to perform essential job
functions, and to receive other benefits and privileges of
employment. Please contact us to request accommodation.
Degree or equivalent relevant experience required. Experience will
be evaluated based on the core competencies for the role (e.g.
extracurricular leadership roles, military experience, volunteer
roles, work experience, etc.)
If you require assistance due to a disability applying for open
positions please submit a request via this Accommodations Request
At Salesforce we believe that the business of business is to
improve the state of our world. Each of us has a responsibility to
drive Equality in our communities and workplaces. We are committed
to creating a workforce that reflects society through inclusive
programs and initiatives such as equal pay, employee resource
groups, inclusive benefits, and more. Learn more about Equality at
Salesforce and explore our benefits.
Salesforce.com and Salesforce.org are Equal Employment Opportunity
and Affirmative Action Employers. Qualified applicants will receive
consideration for employment without regard to race, color,
religion, sex, sexual orientation, gender perception or identity,
national origin, age, marital status, protected veteran status, or
disability status. Salesforce.com and Salesforce.org do not accept
unsolicited headhunter and agency resumes. Salesforce.com and
Salesforce.org will not pay any third-party agency or company that
does not have a signed agreement with Salesforce.com or
Salesforce welcomes all.
More details about our company benefits can be found at the
following link: https://www.getsalesforcebenefits.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
For California-based roles, the base salary hiring range for this
position is $53,900 to $88,000.
Compensation offered will be determined by factors such as
location, level, job-related knowledge, skills, and experience.
Certain roles may be eligible for incentive compensation, equity,
benefits. More details about our company benefits can be found at
the following link: https://www.salesforcebenefits.com.
Keywords: Salesforce, Inc., Irvine , Territory Account Executive, SMB Financial Services, Accounting, Auditing , Irvine, California
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