Named Account Executive - Banking

Named Account Executive - Banking

Full-Time Home office (partial)
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At a Glance

  • Tasks: Build relationships and drive sales in the banking sector with innovative AI solutions.
  • Company: Salesforce, the leading AI CRM company transforming the workforce.
  • Benefits: Limitless career growth, competitive salary, and a supportive work-life balance.
  • Other info: Inclusive workplace committed to equality and diversity.
  • Why this job: Join a team that values innovation and customer success in a dynamic environment.
  • Qualifications: Proven sales experience and strong communication skills are essential.

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 team sells the full Salesforce product portfolio into the Banking industry, 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 build positive, trusted relationships with key team members and C-suite decision makers within your patch, 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 at assigned accounts, aligned with long-term business objectives.
  • Lead the end-to-end sales process through engagement of 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.

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.

Even Better If you have…

  • 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.

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.

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. We are a recognised Disability Confident member under the UK Government Disability Confident employer scheme. We are committed to providing an inclusive recruitment process and will offer an interview to disabled applicants who meet the essential criteria for the role. Applicants are welcome to opt‑in to the interview scheme as part of the application process.

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.

Named Account Executive - Banking employer: 428 Salesforce UK Limited

Salesforce UK Limited is an exceptional employer that champions innovation and operational excellence within a vibrant and inclusive culture. As an AVP in Insurance & Wealth Management, you will not only lead a dynamic team but also have access to extensive employee growth opportunities and a supportive environment that values your contributions. Located in the UKI region, Salesforce offers a unique chance to be part of a market leader while enjoying a collaborative atmosphere that prioritises customer loyalty and retention.

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Contact Details:

428 Salesforce UK Limited Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Named Account Executive - Banking

Leverage Your Network

In sales and business development, who you know can often be as important as what you know. Get involved with local networking events or industry meetups to connect with key players. Don't be shy—share your passion for the field and let folks know you're on the lookout for opportunities!

Show Your Skills Through Real-World Results

When targeting a full-time role like Named Account Executive - Banking at 428 Salesforce UK Limited, presenting tangible results from your previous sales experience can set you apart. Bring along case studies or examples of how you've closed deals or expanded accounts, and don't forget to showcase your problem-solving prowess. It’s all about quantifying your success!

Engage with Sales Communities

Dive deep into online sales communities, like Sales Hacker or LinkedIn groups dedicated to sales professionals. Engaging in discussions and sharing insights can boost your visibility and might just put you on the radar of hiring managers looking for fresh talent in business development.

Direct Applications Matter

While we all know the online application route, consider sending direct applications to companies you admire, including 428 Salesforce UK Limited. Tailor your message to explain why you’re drawn to them and how you can contribute as a Named Account Executive - Banking. Sometimes, a personal touch can grab attention faster than a generic application!

We think you need these skills to ace Named Account Executive - Banking

Sales Strategy Development
Customer Relationship Management
Quota Achievement
Account Planning
Upselling and Cross-Selling
Discovery and Needs Analysis
Communication Skills

Some tips for your application 🫡

Show Off Those Sales Skills:In your CV and cover letter, highlight any previous sales or business development experience you have. Use numbers and examples to showcase your achievements – did you exceed sales targets or bring in new clients? Make those accomplishments shine!

Tailor Your Message for 428 Salesforce UK Limited:When writing your cover letter, make sure to tailor your message specifically for 428 Salesforce UK Limited. Show that you know the company’s mission and how your skills align with their goals in the sales landscape. This personalised touch will grab their attention!

Keep It Professional Yet Engaging:Sales is all about relationships, so while you want to maintain professionalism in your application, don’t be afraid to let your personality shine through. Engage the reader and demonstrate your enthusiastic approach to sales and business development!

Proof of Performance:Include any relevant certifications or training you’ve undertaken in sales or negotiation tactics. If you’ve attended workshops or courses, list these to showcase your commitment to professional development. This extra touch can set you apart from the competition!

How to prepare for a job interview at 428 Salesforce UK Limited

Know Your Sales Methodologies

Brush up on popular sales methodologies like SPIN Selling or Challenger Sales. Being able to discuss these techniques and how you've applied them will show 428 Salesforce UK Limited that you understand the role and can hit the ground running in the sales game.

Demonstrate Your Deal-Making Skills

Prepare to share stories from your past experiences where you closed deals, overcame objections, or started new client relationships. We want to show 428 Salesforce UK Limited that you’re not just about numbers but also about building lasting connections in business development.

Prepare for Role-Play Scenarios

In a full-time sales interview, don’t be surprised if they throw in a role-play exercise to test your pitching skills. Practising how you would pitch a product or handle an objection will help us shine in this simulation—think of it like a dress rehearsal for your future sales calls!

Align Your Goals with the Company’s Vision

Take a moment to reflect on how your career ambitions align with 428 Salesforce UK Limited’s objectives. When we articulate how our personal growth ties in with the company’s goals, it shows commitment and a genuine interest in contributing to their success.