Account Executive – Financial Services

 Silverline ( View website )
 June 9, 2021

Company Overview:

Silverline is a Salesforce Platinum Partner, vertically aligned, focused exclusively on the end-to-end implementation of and powerful third-party apps. We are also a team of self-proclaimed geeks with the same goal: to make our clients’ lives easier through technology. While we work with clients across all industries, we have a strong focus on Financial Services, Insurance and Healthcare & Life Sciences. We also love to take on unique projects leveraging the Salesforce Platform; at Silverline our motto is, “If you can dream it, we can build it.” Silverline also builds products that are sold on the AppExchange and used by both boutique businesses and Fortune 500 companies.

Silverline has received numerous accolades year over year including the Inc. 5000 list of fastest growing companies in America and Crain’s Best Places to Work in NYC. If you’re looking for a company that prides itself on making clients successful while fostering a team of all-around awesome individuals, look no further than Silverline!


Position Overview: 

Silverline is hiring an Account Executive to generate business at new accounts and grow existing clients in its Financial Services practice that has a concentration in Banking/Lending, Insurance, CapMarkets, FinTech, and Wealth Management.


Position Overview (What you will be doing) 

  • Formulating, nurturing, and driving relationships with Salesforce Account Executives and other key partners to build pipeline, collaboratively run deal cycles and close business with new clients 
  • Identifying and developing key client acquisition strategies for specific prospects and market segments while working closely with our industry practice leaders 
  • Developing, strategizing, and executing pursuit and account plans in collaboration with the Silverline industry and services teams 
  • Creating a compelling vision and clearly communicating to and educating prospects and clients on the value of the Salesforce platform and our point of view on how it applies to their business needs
  • Partnering with our Solution Architects and Subvertical Leads to transform the client’s needs into a defined solution and scope that clearly outline benefits, objectives and goals, and provides Client a roadmap for meeting their goals  
  • Building relationships and trust with Clients, Prospects, Salesforce and Silverline team members
  • Handles objection with tact and thinks creatively to overcome obstacles
  • Owning the entire sales process end to end including creating and managing approach/discussion documents, statements of work, and contracts 
  • Forecast accurately and timely, build a pipeline and progress opportunities while aligning with project teams for staffing needs
  • Form a strong relationship with the project team leaders that are instrumental to our client’s success
  • Be a recognized role model for collaboration across Silverline and Salesforce 


Experience and Requirements (What we’re looking for)

  • 5+ years experience in services sales and/or channel partner sales
  • 3+ years of selling Salesforce solutions
  • Proven track record of meeting and exceeding services sales quotas
  • Demonstrated success helping clients make sense of what they’re investing in, using a creative and innovative approach
  • Have a passion for excellence and exceeding expectations
  • Leading teams through complex solution sales 
  • Strong communication and persuasion skills
  • Experience working with Salesforce required 
  • Familiarity with MEDDPIC, Miller Heiman, GAP Selling, or similar sales methodology
  • Experience working in or selling to the financial services industry (banking/capital markets/insurance/wealth management)
  • Organized and methodical; strong prioritization and negotiation skill
  • Ability to travel as needed (approximately 30%)
  • Thrives in a high energy and fast paced environment
  • Have a sense of urgency with strong organizational and follow-up skills