Commercial Account Executive | Financial Services
Salesforce
Job Summary
Salesforce is the #1 AI CRM, leading workforce transformation. We are seeking a strategic Commercial Account Executive for our Financial Services team. This role involves selling the full Salesforce Customer 360 platform to Banking, Insurance, and Wealth & Asset Management accounts in Australia. You will drive long-term transformation, build deep customer relationships, and lead complex deal cycles, leveraging industry expertise and commercial acumen to position Salesforce as a strategic partner.
Must Have
- Sell Salesforce Customer 360 into a defined portfolio of Commercial FSI accounts (200–2000 FTE)
- Build strong relationships with existing customers to uncover new opportunities
- Drive net-new acquisition by landing new logos and expanding Salesforce’s influence
- Own end-to-end deal management: forecasting, prospecting, territory planning, running complex sales cycles, presenting solutions, and negotiating commercial terms
- Represent Salesforce at industry events, executive roundtables, and customer briefings
- Partner closely with internal teams to bring the right specialists into deals
- Use solution-selling expertise to understand FSI-specific challenges and position Salesforce technology to solve them
- Maintain a consistent customer cadence to build high-value, long-standing relationships
- Conduct FSI territory and account planning to build a targeted, data-driven go-to-market strategy
- Track record of quota-carrying success and experience running full sales cycles
- Exposure to senior stakeholders (VP, C-Suite) and the confidence to influence at this level
- Strong new-business development capability, proactive, disciplined, and pipeline-driven
- Growth mindset and genuine passion for the Financial Services Industry
- High EQ, resilience, and the ability to navigate a diverse, fast-paced environment
- Ability to craft a compelling point of view and build trust as a strategic adviser
- Curiosity, self-awareness, and clarity on your own motivations
Good to Have
- Prior experience with modern sales methodologies
- Prior experience with CRM platforms
Perks & Benefits
- Join a global leader consistently ranked among the best places to work
- Do work that matters, with real-world impact on public policy, transparency, and service delivery
- Seven paid volunteer days annually
- Donation matching for approved charitable contributions
- Comprehensive Insurance: Health, Life, Trauma, and Income Protection Insurance
- Monthly wellness allowance to support your wellbeing
- Flexible Leave Policies, including parental leave and flexible time-off arrangements
- Access to exclusive discounts and additional employee benefits
Job Description
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.
We’re looking for a strategic and high-performing Commercial Account Executive to join our Financial Services team. In this role, you will sell the full Salesforce Customer 360 platform into accounts across the Banking, Insurance, and Wealth & Asset Management sectors. You’ll partner with some of Australia’s most established financial institutions, driving long-term transformation and delivering meaningful business outcomes.
As a trusted adviser, you will engage senior stakeholders across the C-Suite, build deep customer relationships, and lead sophisticated deal cycles from first conversation through to close. You’ll combine your industry expertise, commercial acumen, and strong new-business skills to generate pipeline, unlock growth, and position Salesforce as the strategic partner of choice.
Day to Day
No day looks the same. In this role, you will:
- Sell Salesforce Customer 360 into a defined portfolio of Commercial FSI accounts (200–2000 FTE).
- Build strong relationships with existing customers to uncover new opportunities across Banking, Insurance, and Wealth & Asset Management.
- Drive net-new acquisition by landing new logos and expanding Salesforce’s influence across the FSI landscape.
- Own end-to-end deal management: forecasting, prospecting, territory planning, running complex sales cycles, presenting solutions, and negotiating commercial terms.
- Represent Salesforce at industry events, executive roundtables, and customer briefings.
- Partner closely with internal teams to bring the right specialists into deals at the right time.
- Use your solution-selling expertise to understand FSI-specific challenges (compliance, customer engagement, digital transformation, risk & operational efficiency) and position Salesforce technology to solve them.
- Maintain a consistent customer cadence to build high-value, long-standing relationships.
- Conduct FSI territory and account planning to build a targeted, data-driven go-to-market strategy.
- You are the CEO of your territory. You have autonomy in how you structure your day, and you will be measured on outcomes — not time spent at a desk.
Who You Are
This is an ideal role for a tenured Account Executive with experience in Financial Services or a strong interest in breaking into the FSI vertical. You will bring:
- A track record of quota-carrying success and experience running full sales cycles.
- Exposure to senior stakeholders (VP, C-Suite) and the confidence to influence at this level.
- Strong new-business development capability, you’re proactive, disciplined, and pipeline-driven.
- A growth mindset and genuine passion for the Financial Services Industry.
- High EQ, resilience, and the ability to navigate a diverse, fast-paced environment.
- The ability to craft a compelling point of view and build trust as a strategic adviser.
- Curiosity, self-awareness, and clarity on your own motivations.
- Prior experience with modern sales methodologies and CRM platforms is advantageous
What’s in it for you
- Join a global leader consistently ranked among the best places to work.
- Do work that matters, with real-world impact on public policy, transparency, and service delivery.
- Volunteer Opportunities: Seven paid volunteer days annually and donation matching for approved charitable contributions.
- Comprehensive Insurance: Health, Life, Trauma, and Income Protection Insurance.
- Wellness Allowance: A monthly allowance to support your wellbeing.
- Flexible Leave Policies: Including parental leave and flexible time-off arrangements.
- Perks and Discounts: Access to exclusive discounts and additional employee benefits.
We value diversity and inclusion and welcome applications from people of all backgrounds and experiences. If you require any accommodations during the recruitment process, please let us know.
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
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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.