AVP, Sales, Strategic Financial Services

Posted 6 Days Ago
Be an Early Applicant
4 Locations
In-Office or Remote
239K-352K Annually
Senior level
Cloud • Software
If you’re ready to build your future — and the future of technology — then you’re in the right place.
The Role
The AVP will lead sales for Banking, Wealth & Asset Management, develop customer acquisition strategies, maintain key relationships, and manage the sales process.
Summary Generated by Built In

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Sales

Job Details

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.

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.
Job Profile:

  • The Area Vice President (AVP), Strategic Financial Services will lead, drive and grow sales for the Banking, Wealth & Asset Management and Insurance vertical. This executive will assume leadership of a growing sales organization, including Regional Vice Presidents and Account Executives to help drive complex transactions
  • Set and execute an aggressive customer acquisition strategy to generate annual growth in ACV bookings
  • Maintain key customer relationships and develop and implement strategies for growing the company’s Strategic Financial Services vertical focus and customer base
  • Provide detailed and accurate sales forecasting
  • Manage overall sales process, set appropriate metrics for sales funnel management
  • Plan and manage at both the strategic and operational levels
  • Work cross-functionally with all field teams (Account Development, Solution Engineering, Consulting Services, Customer Success, Channels, etc)
  • Establish trusted relationships with key corporate teams, including; industry marketing, product development, product management and recruiting

Required Skills/Experience:

  • 2nd or 3rd line leadership experience leading teams in the Strategic segment and/or industry sales (preferred)
  • Strong track record of recruiting, developing and retaining an impactful sales organization
  • Consistent overachievement of quota and revenue goals
  • Proven relationships with key stakeholders across the Financial Services industry preferred
  • 8+ years in software and/or applications sales (ideally an IT centric solution/application software, selling primarily to the CxO level
  • Proven track record of building satisfied, loyal and reference-able customers
  • C-­suite level resources, aligned with Area Vice Presidents, Regional Vice Presidents, Account Executives and internal leadership teams to present a single front internally and help represent a single vision for our customers
  • Proven success working within a highly matrixed organization and establishing strong relationships across all functions
  • Value based, customer outcome focused sales motion
  • Strong operational and analytical abilities
  • Experience selling cloud based enterprise applications is strongly preferred
  • Degree or equivalent relevant experience required. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.

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

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

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.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.

At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $239,400 - $320,200 annually. Your recruiter can share more about the specific salary range for the job location during the hiring process. There is a different range applicable to specific work locations. In California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC, the base pay range for this role in those locations is $263,350 - $352,250 per year. Your recruiter can share more about the specific salary range for the job location during the hiring process. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.

Skills Required

  • 8+ years in software and/or applications sales
  • Proven relationships with key stakeholders across the Financial Services industry
  • Strong track record of recruiting, developing and retaining an impactful sales organization
  • Experience selling cloud-based enterprise applications
  • Degree or equivalent relevant experience required

Salesforce Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Salesforce and has not been reviewed or approved by Salesforce.

  • Fair & Transparent Compensation Pay is positioned as above-market in the U.S., with multiple peer-reported benchmarks converging around a similar median total compensation figure. Compensation is also framed as broadly viewed as fair in aggregate, even while acknowledging variation by role and group.
  • Parental & Family Support Parental leave is described as notably generous for U.S. caregivers, with additional supports like gradual return-to-work and doula reimbursement. Family-building programs are also emphasized through fertility/adoption/surrogacy support with sizeable reimbursement limits.
  • Wellbeing & Lifestyle Benefits Mental-health and coaching offerings are highlighted as accessible supports alongside financial-wellbeing tools. Volunteer Time Off and donation matching are presented as distinctive lifestyle-aligned benefits that add value beyond cash compensation.

Salesforce Insights

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The Company
HQ: San Francisco, CA
72,000 Employees

What We Do

Salesforce is the #1 AI CRM, where Humans with agents drive customer success together. Through Agentforce, our groundbreaking suite of customizable agents and tools, Salesforce brings autonomous AI agents, unified data from any source, and best-in-class Customer 360 apps together on one integrated platform to help companies connect with customers in a whole new way. Salesforce is democratizing AI agents for businesses of every size and industry so every company can embrace a workforce without limits. Our low code, open, and secure platform helps companies build and customize Salesforce fast so they can safely scale AI-powered work to every customer and employee experience and transform their business. Salesforce is proud to be the market leader, but we’re even more proud to lead in philanthropy, innovation and culture. Guided by core values of trust, customer success, innovation, equality, and sustainability, Salesforce is more than a business — we’re a platform for change.

Why Work With Us

There’s no typical day in the life of a Salesforce employee. You could be transforming our next AI innovation — or transforming your community. Closing deals — or closing your laptop for a day of Volunteer Time Off. Driving change for our customers — or driving change within one of our high-performing teams.

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