Account Executive - Financial Services Sales - West Coast

Anywhere Sales

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 Healthcare and healthcare. 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.

Role and Responsibilities (What you will be doing)

  • Identifying and developing key client acquisition strategies for specific prospects and market segments working closely with our industry practice leaders 
  • Formulating, nurturing, and driving relationships with key partners to build pipeline and close business with new clients 
  • Developing, strategizing, and executing pursuit and account plans in collaboration with the Silverline industry and services teams 
  • Educating prospects and clients on the value of the platform and how it applies to their business needs
  • Creating and managing approach/discussion documents, statements of work, and contracts 

Experience and Requirements (What we’re looking for)

  • 5+ years experience in services sales and/or channel partner sales
  • Demonstrated success helping clients make sense of what they’re investing in, using a creative and innovative approach
  • Leading teams through complex solution sales 
  • Strong communication and persuasion skills
  • Experience working with Salesforce preferred 
  • Familiarity with MEDDPIC, Miller Heiman, 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



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