Salesforce Account Executive, Financial Services
- Remote, United States
- Mid-level
- Posted 2 weeks ago
or apply from Claude / ChatGPT / Muse
Quota-carrying sales role focused on new logos in financial services, selling Salesforce and AI solutions alongside the vendor's own account teams.
About the role
New business is the core of the job: building pipeline, qualifying leads and closing, while coordinating with partner sales engineers and internal teams. Customer satisfaction and repeat business count as much as the number.
At a glance
- Pay
- Not stated in the posting
- Remote scope
- Remote, United States
- Seniority
- Mid-level
- Skills
- Salesforce, Service Cloud, CPQ, Einstein, Agentforce
- Posted
- 6 Oct 2026
- Last checked
- 19 Oct 2026
What you will do
- Own the full sales cycle from lead qualification through close and account care
- Work closely with Salesforce account executives and solution engineers in the financial services organization
- Team with marketing, sales engineering and leadership to chase new market openings
What they look for
- Experience carrying a quota and winning new logos
- Familiarity with Salesforce products such as Service Cloud, CPQ or Einstein
- Ability to coordinate several internal and partner teams around one customer
How Keywordise applies for you
Alex Demo
[email protected]
From your CV
Yes, fully remote
- Sent
- 09:41
- Attached
- Your tailored CV
- 1Upload your CVAdd your CV once. It takes about a minute.
- 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
- 3The form fills itselfName, email, experience and screening questions, field by field.
- 4Application sentYou get a receipt and follow it in your dashboard.
Apply with Keywordise AI7-day free trial, no card.
Apply from your AI assistant
Connect Keywordise to your assistant once, then send it the prompt. It applies for you.
Claude
- In Claude, open Settings, then Connectors, and choose Add custom connector.
- Name it Keywordise and paste the connector URL.
- Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
ChatGPT
- In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
- Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
- Log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
Muse
- Open Muse (muse.ai or the app) and send it the message below.
- If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
- Send the prompt. Muse asks before it sends anything.
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.Muse is available in the US only for now.
Apply to Keywordise job sd3wstideuQuestions about this job
Can I do this job remotely, and from which countries?
The posting lists it as remote for people in the United States.
What does this job pay?
No pay range is stated in the posting.
What experience is needed?
It is a mid-level role. The posting asks for: experience carrying a quota and winning new logos; familiarity with Salesforce products such as Service Cloud, CPQ or Einstein; ability to coordinate several internal and partner teams around one customer. Skills it names include Salesforce, Service Cloud, CPQ, Einstein.
How do I apply with Keywordise AI?
Click Apply with Keywordise AI, create an account and upload your CV. Your CV and cover letter are written for this job from what you have really done, then Keywordise applies for you. Trial: 7 days, no card.
More remote IT and software jobs
- A manufacturer of kitchen and bath productsSalesforce Solution Architect
- Remote, Canada
- An AI security companySalesforce Administrator, CPQ
- USD 107,100 to 154,000 per year
- Remote, United States
- HHike2Senior Salesforce Administrator
- Remote, United States
- DDentsuVP, Alliance Solutions Architect
- USD 163,000 to 245,000 per year
- Remote, United States
- LWLamb WestonSenior Salesforce Administrator
- Remote, United States
- MMogliTechnical Support Specialist
- Remote, worldwide