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Account Executive Financial Jobs (NOW HIRING)

Account Executive - Financial Services Why We Have This Role Our Financial Services Industry team is a group of highly driven individuals dedicated to closing experience gaps Financial Services ...

As an Enterprise Account Executive specific for the Industry Expansion vertical, you'll play a key role in expanding our business accounts and acquiring new customers within the financial services ...

$240K - $330K/yr

As an Enterprise Account Executive specific for the Industry Expansion vertical, you'll play a key role in expanding our business accounts and acquiring new customers within the financial services ...

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Account Executive Financial information

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$30K

$79.2K

$143K

How much do account executive financial jobs pay per year?

As of Jun 14, 2026, the average yearly pay for account executive financial in the United States is $79,235.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $95,000.00 per year, depending on experience, location, and employer.

What is the highest salary for an account executive?

The highest salary for an account executive can exceed $100,000 annually, especially for those with extensive experience, strong sales skills, and working in high-demand industries or large companies. Top performers often earn significant commissions and bonuses, which can substantially increase total compensation.

What does an account executive actually do?

An account executive in finance is responsible for managing client relationships, understanding their financial needs, and offering appropriate products or services. They often conduct sales presentations, negotiate contracts, and use CRM tools to track client interactions, aiming to meet sales targets and ensure client satisfaction.

What are Account Executive Financial professionals?

Account Executive Financial professionals are sales specialists who manage relationships with clients, typically in the finance or banking industry. Their main role is to understand clients’ financial needs, offer suitable products or services, and drive revenue for their company. They often act as the main point of contact for clients, ensuring satisfaction and addressing any issues that arise. Additionally, they collaborate with internal teams to develop customized financial solutions and meet sales targets. Success in this role requires strong communication, negotiation, and analytical skills.

What are the key skills and qualifications needed to thrive as an Account Executive in Finance, and why are they important?

To thrive as an Account Executive in Finance, you need strong sales acumen, financial knowledge, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with CRM software, financial analysis tools, and common industry platforms is essential. Excellent communication, relationship-building, and negotiation skills help professionals stand out in this client-focused role. These competencies are crucial for building trust, meeting revenue targets, and effectively managing client portfolios in a competitive financial environment.

Is an account executive a high position?

An account executive in finance is typically considered a mid-level role responsible for managing client accounts and sales. While it can lead to higher positions such as account manager or director, it is generally not classified as a senior or executive-level role on its own.

What is the difference between Account Executive Financial vs Account Manager Financial?

AspectAccount Executive FinancialAccount Manager Financial
Primary RoleProspecting and acquiring new clients, generating salesManaging existing client relationships, ensuring client satisfaction
Work EnvironmentSales-focused, often in client-facing settingsClient service-oriented, maintaining ongoing accounts
Required CredentialsFinancial certifications may be preferred; sales experience valuableFinancial background often required; certifications beneficial

While both roles operate within the financial industry, the Account Executive Financial primarily focuses on acquiring new clients and driving sales, whereas the Account Manager Financial manages ongoing client relationships to ensure retention and satisfaction. Understanding these differences helps in choosing the right career path or job search focus.

What qualifications do you need to be an AE?

To become an account executive in finance, candidates typically need a bachelor's degree in finance, business, or a related field. Strong communication, sales skills, and experience with customer relationship management (CRM) tools are also important, along with a proven track record in sales or client management.

What are some common challenges Account Executives in the financial sector face when managing client relationships?

Account Executives in the financial sector often encounter challenges such as maintaining trust with clients during market volatility, staying updated with complex regulatory changes, and balancing the demands of multiple high-value accounts. Effective communication and proactive problem-solving are essential to address client concerns promptly and build long-term partnerships. Additionally, collaborating closely with internal teams like analysts and compliance specialists is crucial to delivering comprehensive financial solutions tailored to each client's needs.
What cities are hiring for Account Executive Financial jobs? Cities with the most Account Executive Financial job openings:
What states have the most Account Executive Financial jobs? States with the most job openings for Account Executive Financial jobs include:
Enterprise Account Executive - Financial Services

Enterprise Account Executive - Financial Services

Salesforce, Inc.

Chicago, IL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 17 days ago


Salesforce rating

7.8

Company rating: 7.8 out of 10

Based on 48 frontline employees who took The Breakroom Quiz

101st of 190 rated software companies


Job description

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.
Overview of the Role:
Our Enterprise Business team partners with our most strategic customers - organizations with 10,000+ employees - to deliver the full power of Salesforce. This role sells into Financial Services accounts, including Banking, Insurance, and Wealth & Asset Management. As an Enterprise 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 Enterprise 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

Responsibilities:
  • Build trusted relationships with key stakeholders and C-suite decision makers within assigned accounts, helping customers realize value from their Salesforce investments
  • Develop and drive long-term account strategy aligned to customer business objectives, coordinating internal Salesforce resources to meet their needs
  • Perform account planning in partnership with Prime and Cloud sales resources to ensure strategic alignment
  • Identify and develop new opportunities through warm leads and whitespace prospecting, driving growth within assigned accounts

Required Qualifications:
  • 7+ years of demonstrated success in full-cycle enterprise sales
  • Experience managing and growing one large, strategic account
  • Ability to lead and coordinate across a large extended team to drive outcomes
  • Strong executive presence with experience engaging C-suite decision makers

Preferred Qualifications:
  • Demonstrated progression in enterprise sales roles, with experience navigating complex, multi-stakeholder deals
  • 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 $123,200 - $247,800 annuallyThere 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 $135,300 - $272,600 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.

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