SMB Account Executive - Financial Services
Salesforce (MuleSoft Division)
12.2023 - 10.2024
- Owned a portfolio of SMB Financial Services accounts with active new business and expansion pipeline
- Ran discovery to uncover integration goals, technical requirements, and business outcomes
- Partnered with Solution Engineers to support evaluations and guide technical decision-making
- Drove usage-based expansions, including capacity and storage increases aligned to customer growth
- Maintained accurate forecasting, deal notes, and handoffs in Salesforce
- Coordinated onboarding handoffs to ensure smooth post-close execution and customer alignment