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Strategic Salesforce FS Account Executive, Wealth & Asset

FormativGroup, LLC · Yorktown, VA, USA ·

Job type:
Full Time

FormativGroup is seeking a Salesforce Account Executive - Financial Services to accelerate bookings, acquire new clients, and expand strategic accounts across Wealth and Asset Management, Banking, and related markets. The role owns the full sales lifecycle, builds executive relationships, and orchestrates cross‑functional teams to close complex engagements.
The ideal candidate combines consultative selling with industry insight and a track record of $4–6 million annual bookings, driving

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