Senior Salesforce Account Executive - Salesforce Solutions

About this role

Are you a proven Salesforce sales leader who knows how to turn trusted relationships into transformational consulting engagements? FormativGroup is adding a Senior Account Executive to the team to lead complex pursuits, win new clients, and grow strategic accounts across the Salesforce ecosystem. We're anticipating future openings and are connecting now with great talent who'd like to be considered when the time comes.

Role Summary

The Senior Account Executive – Salesforce Solutions is an accomplished individual contributor responsible for accelerating bookings, acquiring new clients, and expanding strategic accounts within targeted markets, primarily through the Salesforce ecosystem. The Senior Account Executive owns the full sales lifecycle, develops trusted executive relationships, and orchestrates internal and partner teams to shape and close complex consulting engagements.

This individual will combine consultative selling, strong Salesforce ecosystem relationships, and a practical understanding of platform-enabled business transformation. The role is accountable for bookings performance, profitable revenue growth, account strategy, forecast accuracy, and a high-quality client experience throughout the sales process.

Company Overview

FormativGroup is a technology consulting and engineering firm that helps organizations modernize how they operate through enterprise platforms, data, integration, automation, and AI. We combine industry expertise, business-process understanding, and deep platform capabilities to design and deliver solutions that improve growth, efficiency, customer experience, and operational performance.

Our Application Services business helps clients maximize value from strategic platforms including Salesforce, connecting applications and data while enabling AI-driven workflows and experiences. FormativGroup serves clients across regulated and complex industries and is backed by Rockbridge Growth Equity.

Responsibilities

• Develop and execute targeted account and territory strategies spanning the full sales lifecycle, from opportunity creation through contract signature and account expansion.

• Drive new-logo acquisition and expand existing accounts within mid-sized enterprises, including Salesforce Mid-Market and General Business segments.

• Build trusted relationships with Salesforce Account Executives, Regional Vice Presidents, Partner Sales Managers, and other ecosystem stakeholders within assigned coverage.

• Lead pursuit strategy and orchestrate the appropriate Account Executive, Industry SME, Solution Engineering, Alliance, Delivery, and executive resources across active opportunities.

• Secure large, multi-year consulting engagements with a target of $6–10 million in annual bookings while maintaining required profitability and commercial discipline.

• Build and maintain a strong, qualified sales pipeline, typically sustaining 3–4x coverage against the annual bookings target.

• Establish account strategies that align FormativGroup capabilities with funded client initiatives, business priorities, and measurable outcomes.

• Cultivate and deepen relationships with C-suite and senior business and technology executives, positioning FormativGroup as a trusted advisor and strategic partner.

• Lead client engagement planning, including stakeholder mapping, meeting strategy, pre-call preparation, follow-up actions, and advancement plans.

• Maintain a strong understanding of FormativGroup’s services, industry solutions, and differentiators, and communicate the company’s value proposition clearly to clients and partners.

• Partner with Solution Engineering and Delivery leaders to shape compelling, practical proposals while maintaining clear ownership boundaries for solution design and delivery commitments.

• Lead commercial strategy for major opportunities, including qualification, competitive positioning, pricing coordination, negotiation, and contract closure.

• Deliver accurate and timely forecasts, including pipeline progression, close plans, risks, resource requirements, and anticipated client developments.

• Maintain disciplined opportunity and account management practices within Salesforce, including current next steps, close dates, stages, contacts, and forecast categories.

• Collaborate with senior leadership to ensure consistent execution, strong client outcomes, and achievement of bookings and revenue targets.

Requirements

• 8–10+ years of success selling complex technology consulting, platform implementation, or digital transformation services to mid-sized and enterprise clients.

• Demonstrated success acquiring new clients and expanding strategic accounts through both direct and partner-led sales motions; Salesforce ecosystem experience is strongly preferred.

• A proven record of meeting or exceeding annual sales quotas in the $6–10 million range.

• Experience leading complex, multi-stakeholder pursuits and coordinating presales, industry, delivery, alliance, legal, and executive resources.

• Strong understanding of Salesforce solutions, implementation services, and the business value enabled by enterprise platforms, without requiring hands-on ownership of technical solution design.

• Ability to build executive-level relationships and lead structured discovery conversations that uncover funded priorities, decision criteria, value drivers, and buying processes.

• Experience developing and executing targeted account campaigns with measurable pipeline and conversion results.

• A track record of success in entrepreneurial, high-growth, and rapidly evolving organizations.

• Experience working within global or matrixed delivery environments, including effective collaboration with offshore delivery teams.

• Demonstrated ability to position large, multi-offering consulting engagements and grow accounts strategically and profitably.

• Strong commercial judgment, including opportunity qualification, pricing coordination, negotiation, ri

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