Salesforce Account Executive

Job description

Salesforce Account Executive - (US - Remote) What to expect when you join Sikich Team members at Sikich have a lot in common while also being part of a rich and varied group of contributors, creating a distinct and thriving culture. Chief among our commonalities is a desire for growth and a shared unity of purpose in our professional lives. We believe that through different perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth – for our clients, for ourselves and for our communities. The professional services landscape continues to evolve. For Sikich, this means we have an opportunity to further cement our leadership position in this industry and continue to grow our organization in increasingly exciting ways. This growth is meaningful for every team member at our company because larger companies simply see more interesting client opportunities and can attract impressively talented individuals like you. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice. Do you want to work with other skilled practitioners and serve clients in a way that makes a difference? Are you seeking a supportive environment backed by a deep and extensive set of skillsets? Are you ready to make an impact and be acknowledged for your contributions? If you answered yes to these questions, we see a mutually beneficial and gratifying relationship on the horizon! Are you ready to grow with us? Position Summary Sikich is seeking an experienced Account Executive to drive growth for our Salesforce consulting practice. This role is responsible for a combination of new client acquisition and expansion within existing accounts, emphasizing consultative selling of Salesforce-related solutions. The ideal candidate has a strong background in enterprise B2B sales (10+ years), including 5+ years in the Salesforce ecosystem selling within the financial services industry, and is adept at engaging C-level stakeholders. You will leverage your Salesforce knowledge and industry expertise to identify opportunities and client needs, develop strategic account relationships, craft tailored proposals, and win high-value advisory and consulting engagements. What will you do in this role? Drive revenue growth by developing both new business opportunities and expanding existing client relationships for Salesforce consulting and implementation services. Own the full sales cycle from opportunity identification through close. Proactively identify and pursue new leads while partnering with existing clients to uncover additional business needs and growth opportunities. Build a robust pipeline through networking, cold outreach, industry events, Salesforce partner channels, referrals, and account planning. Engage C-level executives and senior stakeholders at prospective and existing clients to understand their business goals, current challenges, and CRM needs. Use a consultative approach to uncover pain points and align them with Salesforce-based solutions. Clearly communicate the value of our Salesforce consulting services. Present how Salesforce products and our firm's expertise can address each client's specific needs. Tailor presentations and demonstrations to highlight relevant industry use cases and business outcomes. Collaborate closely with pre-sales solution architects and consultants to prepare demonstrations, technical deep-dives, and solution recommendations. Ensure proposed solutions are feasible and align with client objectives. Develop compelling proposals, RFP responses, and Statements of Work (SOWs) for Salesforce projects. Lead contract negotiations while addressing client concerns and ensuring mutually beneficial outcomes. Consistently meet or exceed quarterly and annual sales quotas across both new logo acquisition and account expansion. Maintain accurate records of sales activities and client interactions in CRM. Track pipeline health, forecast opportunities, and report progress toward sales goals. Build and nurture relationships with Salesforce Alliance Managers, Account Executives, and other ecosystem partners. Coordinate co-selling activities, joint account planning, and referral campaigns within the Financial Services industry. What do you need to succeed in this role? Bachelor's degree in Business, Marketing, or a related field, or equivalent relevant experience. 5+ years selling Salesforce consulting or implementation services within the Salesforce ecosystem. Strong understanding of the Financial Services industry, with emphasis on insurance. Familiarity with industry business processes and challenges (customer onboarding, policy/portfolio management, compliance, etc.) and how CRM solutions support these functions. In-depth knowledge of the Salesforce product suite and ecosystem, including Sales Cloud, Service Cloud, and Financial Services Cloud. Ability to articulate Salesforce capabilities, integrations, and the value of digital transformation initiatives. Demonstrated success exceeding sales targets through a combination of new business development and growing existing client accounts. Ability to cite examples of six-figure (or larger) consulting engagements and consistent quota attainment. Experience managing complex enterprise sales cycles involving multiple stakeholders and procurement processes. Strong relationship-building and account management skills with the ability to develop trusted advisor relationships across executive, business, and technical stakeholders. An existing network within the financial services industry is a plus. Demonstrated ability to sell consultative services by diagnosing customer needs and developing tailored business solutions. Experience selling professional services or consulting engagements is highly preferred. Experience working for a Salesforce consulting partner or CRM consulting firm in a sales capacity is preferred. Understanding of project scoping, Statements of Work, delivery cycles, and long-term client success is highly valued. Ability to travel 20%–40%. In compliance with this state’s pay transparency laws, the base compensation range for this role is $68,900.00 $112,450.00 $156,000.00 . This is not a guarantee of compensation or salary, as final offer amount may vary based on several factors including but not limited to experience and geographic location. Compensation ranges for roles in our Government Services pillar are determined by contract with the specific government agency Sikich is servicing. In addition, specific skills/experience required are as follows: Servant Leader – You are hyper focused on engaging employees, fostering their development, and building a positive culture. Solutions Focused – You see opportunities in every business problem and can develop, articulate, and implement solutions. Collaboration – You are a relationship builder across all levels of the organization and across all business units. Instills Trust - You do what you say, and you follow through on commitments, you act with integrity, you are consistent and are perceived as credible. Impact & Influence Thinking – You gain support for ideas, proposals, and solutions, and get others to act, with or without formal authority, to advance initiatives/objectives. About Sikich Sikich offers the public and private sectors a varied platform of professional services across consulting, technology and compliance. Highly specialized and hands-on teams deliver integrated solutions rooted in deep industry experience. Our approach is strategically and thoughtfully designed to help our clients, teams, and communities accelerate success. Sikich Total Rewards Our team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members’ health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors. Some examples of our many benefits: Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization. Sikich will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits. Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards. We also offer: Flexible work arrangements Health, dental, vision, life, and accident/death/disability insurance options HSA employer contribution Nine (9) paid holidays annually. A robust paid Parental Bonding Leave program covering birth, adoption, and foster children. 401(k) with employer contributions CPA bonus with four (4) paid exam days & four (4) paid study days. Tuition reimbursement Generous employee referral bonus program Client referral bonus program Pet insurance FORCE – Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities. Want to learn more? Visit our Careers website or Glassdoor profile . Sikich is an Equal Opportunity Employer M/F/D/V Sikich practices in an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Sikich CPA LLC has a contractual arrangement with Sikich LLC under which Sikich LLC supports Sikich CPA LLC’s performance of its professional services. Sikich LLC and its subsidiaries are not licensed CPA firms. “Sikich” is the brand name under which Sikich CPA LLC and Sikich LLC provide professional services. The entities under the Sikich brand are independently owned and are not liable for the services provided by any other entity providing services under the Sikich brand. The use of the terms “our company”, “we” and “us” and other similar terms denote the alternative practice structure of Sikich CPA LLC and Sikich LLC. Securities offered through Sikich Corporate Finance LLC, member FINRA/SIPC. Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor. Copyright © 2025 Sikich LLC. All rights reserved.