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Salesforce

Builds cloud software for customer relationships

Named Account Executive - Financial Services

Account ManagementConfirmed live in the last 24 hours
Full-timeSão Paulo, State of São Paulo, BrazilNo salary listed

About the Job

Requirements

  • At least 7 years of enterprise B2B software sales experience, ideally in integration, APIs, middleware, cloud, or data platforms.
  • Demonstrated experience with Financial Services accounts in Brazil.
  • A consistent record of achieving targets in complex, high-value sales.
  • Knowledge of methodologies such as MEDDPICC, Challenger, or Value Selling.
  • Ability to connect with technical and business stakeholders.
  • Advanced English and fluent Portuguese.
  • A degree in Business Administration, Engineering, IT, or a related area.

Responsibilities

  • Develop and execute account plans for named Financial Services accounts.
  • Generate and manage pipeline, leading complex sales cycles from initial contact through close.
  • Build relationships with C-level executives and vice presidents, including CIO, CTO, CDO, architecture, and digital leaders.
  • Collaborate with Solution Engineers, Customer Success, partners and systems integrators, and Salesforce core teams.
  • Position use cases including Open Finance and PIX, core banking modernization, digital-channel integration, fraud prevention, and regulatory compliance including BACEN and LGPD.
  • Maintain accurate forecasts and disciplined CRM practices.
  • Meet or exceed bookings targets across new business, expansion, and renewals.

Desired Qualifications

  • Previous experience with MuleSoft, Salesforce, Apigee, Boomi, IBM, Red Hat, SAP, or similar platforms.
  • An established network of contacts in banks and insurers.
  • Knowledge of Open Finance, API-led architecture, and partner ecosystems.
  • Spanish language ability.

About the Company

Salesforce

Builds cloud software for customer relationships

Salesforce sells cloud software that helps businesses manage sales leads, customer service, marketing, and online commerce from shared customer records. Its flagship Sales Cloud tracks accounts and deals, while Service Cloud organizes support cases and Agentforce builds AI assistants that act on company data. Teams access these tools through a browser and connect outside apps and data sources, with Slack for work messages and Tableau for visual analysis. Salesforce earns most of its revenue from software subscriptions and support, with professional services for implementation and training. Marc Benioff co-founded Salesforce in 1999, and its headquarters are in San Francisco, California.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1999

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