Territory Account Executive, Salesforce


Salary not provided
Junior and Mid level

World's leading CRM provider

Open for applications


World's leading CRM provider

1001+ employees

B2BArtificial IntelligenceEnterpriseInternal toolsLead generationAnalyticsCloud ComputingSales

Open for applications

Salary not provided
Junior and Mid level

1001+ employees

B2BArtificial IntelligenceEnterpriseInternal toolsLead generationAnalyticsCloud ComputingSales

Company mission

To empower companies to connect with their customers in a whole new way.


Who you are

  • We are currently looking for a curious, driven and experienced Territory Account Executive to align with customers in the FinTech vertical
  • You will know about technology and proven business-to-business sales and account management experience
  • Demonstrated success of quota carrying, technology solution-based direct sales experience
  • Territory & Account Planning Strategies: Create territory and account plans to achieve sales objectives by effectively identifying and qualifying prospects and opportunities
  • Research and Discovery: Uncovers a prospect’s current processes, business challenges, and strategic goals based on customer use cases and value hypotheses
  • Solutioning: Identifies compelling value propositions that address customer needs by demonstrating an understanding of technology solutions
  • Customer Communication: Interacting with customers in a clear, concise, and timely manner using a variety of communication methods (writing, speech, presentation) and tools (whiteboarding, Google Slides, Zoom)
  • Resource Application: Continuously runs toward results using the full capabilities of available resources and tools
  • Team Selling: Aligns with the full capacities of the account team and partners to support the deal and customer success


  • Proven track record of selling software or technology at C-level into accounts with a min of 1000 employees preferably from the FinTech Sector
  • Excellent interpersonal and communication skills
  • Sales Methodology education
  • Ability to develop cases and service requirements, while crafting and leading strategic alliances
  • Ability to thrive in a fast-paced environment
  • Track record of consistently achieving or surpassing quota
  • Experience will be evaluated based on alignment with the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer work, etc.)

What the job involves

  • Our Financial Services team sells into all sub-verticals of the broader industry vertical
  • Within our Financial Services Business Unit, we have 4 distinct types of teams that split into sub-verticals such as FinTech, Banking, Insurance and Territory
  • In this role, you will work closely with current and prospective customers as a trusted digital advisor to deeply understand their outstanding company challenges and goals
  • You will collaborate with customers on the Salesforce Platform to evangelize solutions that will help them reach their business goals and blaze new trails within their organisations
  • You will contribute to our business, as a valued member of our Ohana

Salary benchmarks

Otta's take

Xav Kearney headshot

Xav Kearney

CTO of Otta

Salesforce is a global cloud computing company, best known for its on-demand, comprehensive customer relationship management (CRM) solutions. The company was launched to mitigate the doubts that business owners felt regarding third party companies holding their data.

By providing essential, customer-oriented CRM software, Salesforce places itself at the heart of digitised businesses. Furthermore, by building out its AI capabilities, the company removes the complexity of AI, enabling any business to deliver smarter, personalised and more predictive customer experiences.

Due to the continued innovation offered by the company, over 150,000 companies, both big and small, are growing their business with Salesforce today. Despite a tumultuous 2023 filled with activist investors, a boardroom shake-up and the unprecedented step-down of Co-CEO Bret Taylor, Salesforce continues to close several acquisition deals and managed to drive up its stock value by 96% from the end of 2022 to 2023.


Top investors

Some candidates hear
back within 2 weeks

-8% employee growth in 12 months


Funding (last 2 of 4 rounds)

Jun 2001



Nov 1999



Total funding: $64.5m

Company benefits

  • Medical Care
  • Life Insurance
  • Retirement Savings
  • Employee Assistance Programs

Company values

  • Trust - We earn the trust of our customers, employees, and extended family through transparency, security, compliance, privacy, and performance. And we deliver the industry’s most trusted infrastructure
  • Customer Success - So we champion them to achieve extraordinary things. We innovate and expand our business offerings to provide all our stakeholders with new avenues to achieve ever greater success
  • Innovation - Our customers’ input helps us develop products that best serve their business needs. Providing continual technology releases and new initiatives gives our customers a competitive advantage
  • Equality - We believe everyone should be seen, heard, valued, and empowered to succeed. Hearing diverse perspectives fuels innovation, deepens connections between people, and makes us a better company
  • Sustainability – We are committed to bringing the full power of Salesforce to accelerate the world’s journey to net zero

Company HQ

Financial District, San Francisco, CA


Marc Benioff

(Chair & CEO)

Previously Senior Vice President at Oracle Corporation for 13 years.

Previously worked as a Software Engineer for over six years. Harris also co-founded Left Coast Software.

People progressing

Joined as Recruiting Director - Futureforce University Recruiting, EMEA, and was promoted to Senior Director - EMEA & LATAM Recruiting, Futureforce after 3 years, and then again to Senior Director - Recruiting after 2 years. Now serve as COO - Employee Success EMEA.

Diversity & Inclusion at Salesforce

  • Our goals:
  • 50% of our U.S. employees will be made up of underrepresented groups (Women, Black, Latinx, Indigenous, Multiracial, LGBTQ+ employees, People with Disabilities, and Veterans) by 2023
  • Double the U.S. representation of Black leaders (VP+) and increase our representation of underrepresented minority (Black, Indigenous, Latinx, and Multiracial) leaders by 50% by 2023
  • 50% increase our U.S. representation of underrepresented minority (Black, Indigenous, Latinx, and Multiracial) employees by 50% by 2023
  • We’ve met our representation goal nearly a full year early – today, 50.7% of our U.S. employees are members of underrepresented groups

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