Senior Account Executive - Financial Services in the USA or Canada

Senior Account Executive – Financial Services in the USA or Canada

Cloud for Good is seeking an exceptional sales professional to join our growing team as a Senior Account Executive – Financial Services. This role will be responsible for leading sales efforts to Financial Services clients through their entire Salesforce implementation journey, including opportunity identification, qualification, opportunity management, finalizing contracts, and post-sales support and account management.

Location: Virtual, home office in US or Canada

Work Authorization: Citizens or Permanent Resident of USA or Canada. Cannot provide Visa sponsorship.

Skills, Qualifications, and Education Requirements:

• 5+ years of enterprise sales experience
• Experience collaborating with Salesforce AEs/RVPs to sell Salesforce implementation services is highly preferred
• Experience selling in the Financial Services industry
• Experience using MEDPICC or similar sales methodologies
• Ability to successfully operate in high growth, fast-paced organization
• Proactive sales style and approach; results driven
• Consistent over-achievement of quota and revenue goals
• Executive presence and experience working with C-level customer executives
• Strong operational and analytical abilities
• Excellent written and verbal communication skills

Main Responsibilities:

• Be the primary lead throughout the entire lifecycle of the sales process, including both customer-facing and internal activities
• Maintain consistent, high-quality deal qualification and opportunity management
• Create and execute a territory business success plan; to maximize revenue generated, overachieve quota, and create lifelong customer relationships
• Be accountable to measures and metrics including successful overachievement of sales quotas and goals, sales pipeline generation, forecast accuracy, etc.
• Build and cultivate relationships with the Salesforce sales organizations that align with the role
• Successfully and consistently manage multiple opportunities with varying complexities from start to finish.
• Develop and deliver compelling client presentations
• Drive RFP processes and strategic sales approaches with clients
• Develop and maintain key customer relationships
• Develop and maintain a working relationship with Partner Channel
• Create and deliver Statements of Work (SOW)
• Be a role model for Cloud for Good’s culture and values

Working Successfully at CFG

Cloud for Good is a client-service organization, and as a member of our fully remote team, there are a few non-negotiables that enable collaboration, professionalism, and exceptional client outcomes. We succeed when our teams work in partnership with clients, communicate proactively, and uphold the standards that make Cloud for Good a trusted partner.

• Cloud for Good is a fully remote company. Team members are expected to maintain a professional, distraction-free workspace that is camera-ready for video meetings. Collaboration takes place across Zoom, Office 365, Salesforce, and Slack during standard business hours (9:00 a.m. – 5:00 p.m. in your local time zone).
• Client Time Zone Alignment
  • As a team member, you may be required to adjust your work hours to align with your key client’s time zone to support effective communication, collaboration, and project delivery. Flexibility and coordination with your Project Lead (Services) will help ensure success in this client-facing role.

Disclaimers

Diversity and Equal Opportunity Commitment

• At Cloud for Good, we adhere to the principles of Equal Employment Opportunity (EEO) and extend these principles to all our employees and prospective candidates. We do not discriminate based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, ancestry, age, sex, disability, genetic information, marital status, pregnancy status, amnesty, veteran status, medical condition, or any other legally protected characteristics as defined by federal, state, and local laws. Our commitment to non-discrimination applies across every location in which our company operates, and it encompasses all aspects of employment.
• Cloud for Good strongly encourages individuals from diverse backgrounds and identities to submit their applications. Our unwavering commitment to fostering diversity not only enhances our workplace but also enhances the outcomes we deliver to our clients. See our full diversity statement here.
• We value inclusivity and want applicants who may require special assistance or accommodation during the interview process to know we’re here to assist you.

Use of AI in Interviewing

• At Cloud for Good, we believe in conducting interviews that are fair, equitable, and designed to evaluate candidates based on their qualifications and experience, with the organization. To ensure that all candidates are given an equal opportunity to demonstrate their abilities, we prohibit the use of AI or any other type of machine learning tools during the interview process.
• Candidates are expected to participate in the interview process remotely using video conferencing. Any attempt to use AI or similar technology to respond to interview questions, analyze or provide feedback on the interview process, or perform any other interview-related tasks is strictly prohibited and will be considered a violation of our policy and may result in disqualification from the interview process.
• We understand that some candidates may have disabilities or other circumstances that require accommodation during the interview process. In such cases, we will make reasonable accommodations to enable candidates to participate in the interview process to the best of their ability. However, we do not permit the use of AI or similar technology as a substitute for direct participation in the interview.