Description
Salesforce Account Executive - Remote
What to expect when you join the Sikich family!
Team members at Sikich have a lot in common while also being part of a rich and diverse group of contributors, creating a distinct and thriving culture. Chief among our commonalities are a desire for growth and a shared unity of purpose in our professional lives.We believe that through diverse 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 firm 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 youseeking 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?
About the Role:
Sikich is seeking an experienced Account Executive to drive new business for our Salesforce consulting practice. This is a "hunter" role emphasizing new client acquisition and 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 insurance industry, and is adept at engaging C-level stakeholders in the financial services industry. You will leverage your Salesforce knowledge and industry expertise to identify client needs, craft tailored proposals and win high-value consulting engagements.
What will you do in this role?
- Drive New Business in Salesforce Services. Take ownership of the full sales cycle for Salesforce consulting and implementation services prospecting to closing.
- Proactively identify and pursue new leads. Build a robust sales pipeline through networking, cold outreach, attending industry events, and leveraging Salesforce partner channels and referrals.
- Engage C-level executives and senior stakeholders at prospective clients to understand their business goals, current challenges, and CRM needs. Use a consultative approach to uncover pain points and align those with Salesforce-based solutions.
- Clearly communicate the value of our Salesforce consulting services. Present how Salesforce products and our firm's expertise can address the client's specific needs. Tailor presentations and product demos to highlight relevant industry use cases and outcomes.
- Work closely with pre-sales solution architects and consultants to prepare demonstrations, technical deep-dives, and prototypes for clients. Ensure that proposed solutions are feasible and clearly address client requirements.
- Develop compelling proposals, RFP responses, and SOWs (Statements of Work) for Salesforce projects. Lead contract negotiations, addressing client concerns and ensuring mutual win-win terms.
- Consistently meet or exceed quarterly and annual sales quotas for new business. This includes hitting targets for revenue bookings and number of new logos.
- Maintain up-to-date records of all sales activities and client interactions in our CRM. Diligently track pipeline status, forecast deals, and report on progress toward 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 in the Financial Services.
What do you need to succeed in this role?
- Bachelor's degree in Business, Marketing, or a related field or 5+ years relevant experienceis required
- Strong understanding of the Financial Services industry, with emphasis on insurance. A successful candidate will be familiar with industry business processes and challenges (customer onboarding, policy/portfolio management, compliance, etc.) and how CRM solutions fit into these contexts
- In-depth knowledge of the Salesforce product suite and ecosystem, including core Cloud offerings (Sales Cloud, Service Cloud) and industry solutions like Financial Services Cloud. Ability to speak to Salesforce capabilities, integrations, and the value of a Salesforce-based digital transformation is crucial.
- History of exceeding sales targets and closing large deals. The ideal candidate can cite examples of six-figure (or higher) deals closed and overachievement of annual quotas in prior roles.
- Experience managing complex sales cycles (multi-month, multi-stakeholder deals) and navigating enterprise procurement processes is important.
- Strong networking and relationship-building abilities. Proven success in establishing trust and robust relationships with client executives and partners. An existing network in the insurance sector is a plus. The role requires someone who can engage multiple contacts within a client (business, IT, procurement) and navigate complex org structures
- Demonstrated ability to sell consultative services. A successful candidate should excel at diagnosing customer needs and crafting tailored solutions. Experience selling professional services or consulting projects (as opposed to SaaS licenses alone) is highly preferred.
- Experience working for a Salesforce consulting partner or a CRM consulting firm in a sales capacity is preferred. This demonstrates an understanding of the dynamics of selling consulting services (project scoping, SOWs, delivery cycles) and the importance of client success in services engagements
- Ability to travel 20% to 40%.
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 LLC
Sikich, LLC, is a global company specializing in Accounting, Advisory, and Technical professional services. With employees across the globe, Sikich ranks as one of the largest CPA firms in the United States. Our comprehensive skillsets, obtained over decades of experience as entrepreneurs, business owners and industry innovators, allow us to provide insights and transformative strategies to help strengthen every dimension of our clients' businesses.
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.
In compliance with this state's pay transparency laws, the midpoint of the salary range for this role is$160,000. This is not a guarantee of compensation or salary, asfinaloffer amount may vary based on factors including but not limited to experience and geographic location.
Some examples of our many benefits:
- Sikich maintains aFlexible 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.
- The Firm 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 acomprehensive wellness programto 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
- 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 ourCareers websiteorGlassdoor profile.
Sikich LLCis an Equal Opportunity Employer M/F/D/V
*Official correspondence will come from a Sikich.com email address and applicants/candidates are invited to contact us directly to verify communications.
Sikich currently practices in an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA is a licensed CPA firm that provides audit and attest services to its clients. Sikich has a contractual arrangement with Sikich CPA under which Sikich provides Sikich CPA with professional and support personnel and other services to support Sikich CPA's performance of its professional services, and Sikich CPA shares certain client information with Sikich with respect to the provision of such services to the provision of such services.
Cotton & Company LLP
paid time off, paid holidays, sick time, tuition reimbursement, flex time, 401(k)
Nov 12, 2025