At a Glance
- Tasks: Build relationships and drive sales in the Banking and Insurance sectors with Salesforce's innovative solutions.
- Company: Join Salesforce, the leading AI CRM company transforming the future of business.
- Benefits: Enjoy a supportive work environment with great benefits and opportunities for personal growth.
- Other info: Salesforce values diversity and inclusion, offering equal opportunities for all applicants.
- Why this job: Be part of a team that empowers businesses through cutting-edge technology and customer success.
- Qualifications: Proven sales experience and strong communication skills are essential.
The predicted salary is between 54000 - 66000 £ per year.
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.
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.
Agentforce is the future of AI, and you are the future of Salesforce. Our team sells the full Salesforce product portfolio into sub-verticals of the Banking & Insurance 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
- 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.
Your experience will be evaluated based on alignment with core competencies for the role, including extracurricular leadership, military experience, and volunteer work.
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
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.
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.
We're Salesforce, the Customer Company, inspiring the future of business with AI + Data + CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world.
Named Account Executive - Banking / Insurance 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.
StudySmarter Expert Advice🤫
We think this is how you could land Named Account Executive - Banking / Insurance
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like 428 Salesforce UK Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Named Account Executive - Banking / Insurance
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to 428 Salesforce UK Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on 428 Salesforce UK Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at 428 Salesforce UK Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with 428 Salesforce UK Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at 428 Salesforce UK Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former 428 Salesforce UK Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
