Commercial Account Executive, FInServ, CRM

  • Full-Time
  • New York, NY
  • Tableau
  • Posted 3 years ago – Accepting applications
Job Description

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 CategorySales

Job Details

What you’ll be doing… As an Account Executive within the Salesforce Tableau CRM (Einstein Analytics) team you will sell the smartest analytics suite for every business user. Tableau CRM (Einstein Analytics) combines dynamic, interactive data visualization with the power of machine learning to deliver insights and data-driven applications for every business user. The Account Executive will formulate and execute a Tableau CRM (Einstein Analytics) sales strategy within an assigned region, drive revenue growth by penetrating the current customer base, and develop new customers in their segment. You will work in partnership with the existing Account owners for Financial Services accounts and will carry quota for the Tableau CRM (Einstein Analytics) product sales in their region.


Your Impact
You will work closely with your customers as a trusted advisor to deeply understand their unique company challenges and goals. You will consult with customers on the Salesforce Tableau CRM (Einstein Analytics) suite to evangelize solutions that will help them reach their business goals and blaze new trails within their organizations. You will contribute to our business growth in a fast paced, collaborative and fun atmosphere, as a valued member of our Ohana.

Who you are…

Depending on the segment, the years of experience and skillset needed to be successful will have at least 6+ years of quota carrying software or technology sales and account management experience, In addition, a bachelor's degree is strongly preferred.

Across all sales teams, we are looking for the following attributes:

  • Highly driven individual with an execution focus and a strong sense of urgency and a belief in Einstein/Tableau mission. You go beyond relationship management.

  • Go-Getter. Willing to go the extra mile with a strong work ethic; self-directed and resourceful.
  • A mix of business curiosity combined with a technical aptitude to truly solve customer challenges and earn trust.
  • Coordinate resources throughout the sales cycle, including product support and sales engineering.
  • Solution selling mindset: develop a plan and solution, articulate ROI, and navigate complexities of our customers to drive revenue
  • Work well within a team of various stakeholders (client directors, solution engineers, etc.) in a matrix organization.
  • Experience with CRM, analytics, data, databases, predictive modeling, or business intelligence ideal.
  • Provide product demonstrations and general support to prospective customers.
  • Nurture and expand the company’s relationship with business units, divisions and the overall enterprise.
  • Ideal candidate will have previous success selling software into FInancial Services accounts.
  • Practice effective, excellent communication with management, customers and support staff.
  • Participate in team-building and company-growth activities including strategy setting, sales training, marketing efforts and customer care.
  • Travel to customer locations throughout the region in support of sales efforts

  • Bachelor's Degree with a technical or business focus preferred.

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