The Senior CRM Account Executive will manage and grow accounts in Financial Services, develop sales strategies, and lead executive engagements while presenting CRM solutions and building customer relationships.
Company Description
It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today - ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to make the world work better for everyone.
Job Description
Territory: Financial Services
The Senior CRM Account Executive will oversee the market success of ServiceNow's CRM & Industry (CRM&I) Workflow products, inclusive of CRM&I multi-workflow solutions (as prescribed). You will play a leading role in engaging assigned accounts and be responsible for creating new business and pipelines across a substantial portion of the ServiceNow sales cycle and methodology. You will oversee executive relationship management for assigned accounts and lead and partner with virtual teams, including Core Field, Solution Sales, Solution Consulting, Support and Professional Services.
What you will get to do in this role:
Qualifications
To be successful in this role you have:
Additional Information
Work Personas
We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees depending on the nature of their work and their assigned work location. Learn more here . To determine eligibility for a work persona, ServiceNow may confirm the distance between your primary residence and the closest ServiceNow office using a third-party service.
Equal Opportunity Employer
ServiceNow is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status, or any other category protected by law. In addition, all qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements.
Accommodations
We strive to create an accessible and inclusive experience for all candidates. If you require a reasonable accommodation to complete any part of the application process, or are unable to use this online application and need an alternative method to apply, please contact [email protected] for assistance.
Export Control Regulations
For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. All employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by relevant export control authorities.
From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license.
It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today - ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to make the world work better for everyone.
Job Description
Territory: Financial Services
The Senior CRM Account Executive will oversee the market success of ServiceNow's CRM & Industry (CRM&I) Workflow products, inclusive of CRM&I multi-workflow solutions (as prescribed). You will play a leading role in engaging assigned accounts and be responsible for creating new business and pipelines across a substantial portion of the ServiceNow sales cycle and methodology. You will oversee executive relationship management for assigned accounts and lead and partner with virtual teams, including Core Field, Solution Sales, Solution Consulting, Support and Professional Services.
What you will get to do in this role:
- Oversee worldwide development of assigned accounts, including the development and deployment of territory resources
- Develop a sales strategy in the allocated territory with a target prospect list and a regional sales plan for your assigned account and/or territory.
- Develop relationships with multiple C-suite personas (e.g. COO, CCO, CDO, CFO, CIO, CEO) across CRM&I product(s) and CRM&I multi-workflow solution(s).
- Arrange and conduct initial Executive and CxO discussions and position meetings
- Collaborate closely with your Solution Consulting counterpart and extended team to deliver 'art of the possible' demonstrations showcasing ServiceNow's CRM&I Workflow product(s) & solution(s), orchestrating relationships as required.
- Develop a clear roadmap and build capabilities across our clients and ServiceNow teams to promote an outstanding customer experience
- Be the trusted advisor to the customer by understanding their existing and future Customer Engagement & Operations roadmap to drive the ServiceNow CRM&I Workflow platform
- Lead opportunities all the while collaborating closely with Core Sales Teams (AE's, SC's, Leadership) and other ServiceNow Solution Areas (Employee, IT, Creator) to deliver outcomes-based solutions to our clients and prospects.
- In partnership with the assigned Account Executive and Solution Consultant, present our CRM&I Workflows offering directly to prospects, customers, partners and at industry events and seminars
- Articulate customer success strategies to the field to streamline and standardise Platform presentations and value proposition
- Prospect qualification and the development of new sales opportunities and ongoing revenue streams, with limited support from inside sales
- Sales process management and opportunity closure
- Ongoing account management to ensure customer satisfaction and drive additional revenue streams
Qualifications
To be successful in this role you have:
- Prior experience and success selling to the Financial Services Industry (e.g. Banking, Insurance, Super / Wealth, Capital Markets, Fintech)
- Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI's potential impact on the function or industry.
- Full cycle success selling CX solutions into Financial Services customers and prospects
- Experience in solution sales, preferably within a Customer Service Management / CRM / CX / CPaaS vendor
- An understanding of the CRM or CX solution-related business processes
- Experience leading virtual or matrixed teams
- Ability to understand broad, macro-level business IT needs for a prospective client
- 10+ years of sales experience within software OR solutions sales organization
- Experience establishing trusted relationships with current and prospective clients and other teams
- Ability to produce new business, negotiate deals, and maintain healthy C-Level relationships
- Able to thrive in a fast paced, growing, deadline driven environment
- Willingness to go above and beyond to win in the market against stiff competition
- Ability to communicate complex issues in simple terms via written and oral media, to a variety of different audiences
- Ability to forge strong business relationships and connect with both C-level execs at customers as well as with individuals in ServiceNow internal and external eco-system
- Excellent communication and presentation skills
- Regional travel required up to 30%
Additional Information
Work Personas
We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees depending on the nature of their work and their assigned work location. Learn more here . To determine eligibility for a work persona, ServiceNow may confirm the distance between your primary residence and the closest ServiceNow office using a third-party service.
Equal Opportunity Employer
ServiceNow is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status, or any other category protected by law. In addition, all qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements.
Accommodations
We strive to create an accessible and inclusive experience for all candidates. If you require a reasonable accommodation to complete any part of the application process, or are unable to use this online application and need an alternative method to apply, please contact [email protected] for assistance.
Export Control Regulations
For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. All employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by relevant export control authorities.
From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license.
Top Skills
AI
CRM
ServiceNow Sydney, New South Wales, AUS Office
680 George Street, Level 49 (14 & 48), Sydney, NSW, Australia, 2000
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