Fictional resume example. Names, employment histories and results are illustrative, not an actual employee record.
Phoebe Spencer
Strategic account executive with 14 years in enterprise software sales and six years at Salesforce. Leads multi-year financial-services account plans, complex buying groups and partner-led delivery while coaching sellers on evidence-backed executive conversations.
Experience
Salesforce
London · United Kingdom
Strategic Account Executive, Financial Services
Mar 2020 - now
- Directed the Salesforce Customer 360 account strategy for five UK financial-services groups; delivered £2.64m in new and expansion bookings against a £2.40m FY2025 quota (110%), with finance validating credited orders and excluding pass-through services.
- Reset account planning after two stalled transformations: mapped adoption, renewal risk and sponsor authority before proposing an upsell; retained £3.10m of a £3.20m opening ACV cohort and added £460k in expansion during FY2025, tracked separately.
- Ran customer discovery with c-suite decision makers, architecture leads and risk committees; challenged value hypotheses against branch-service workload and a costed migration plan, securing three executive-approved business cases without promising untested AI savings.
- Led a nine-month end-to-end sales process spanning procurement, security review and commercial negotiation; team selling with Salesforce specialists and two implementation partners closed a £980k platform agreement with acceptance criteria attached to the statement of work.
- Redesigned territory identification around insurer distribution models and banking change budgets; coached three AEs on whitespace prospecting, generating six sales-accepted opportunities from a 28-account focus list across two quarters.
- Established a customer communication cadence linking each value proposition to an owner, baseline and approval gate; quarterly sponsor reviews exposed two adoption risks early and kept both accounts on their agreed renewal and rollout plans.
- Kept Salesforce opportunity stages tied to confirmed buyer actions, mapped decision-makers and procurement dates, and separated committed revenue from deals lacking a verified next step.
- Owned account-planning follow-ups using Salesforce opportunity notes, resolving gaps between customer discovery, the value proposition and the agreed buying process.
- Built a team-selling handoff using customer-confirmed success criteria, enabling the solution specialist to demonstrate the agreed use case without repeating discovery.
HSBC
London · United Kingdom
Account Executive
Jan 2016 - Feb 2020
- Led Dynamics 365 Sales and Customer Service proposals for regional banks in FY2019, bringing branch operations and information-security owners into discovery before pricing; won five of 12 qualified pursuits, including a six-business-unit rollout with phased acceptance gates.
- Negotiated strategic alliances with two delivery partners for regulated-cloud migrations, documenting subcontractor access, escalation paths and commercial boundaries; both partners adopted the joint review checklist and closed six pre-contract delivery risks before customer signature.
Barclays
London · United Kingdom
Sales Development Representative
Jul 2012 - Dec 2015
- Developed Oracle Sales Cloud opportunities with commercial-lending and insurance teams in FY2015; mapped incumbent systems and renewal windows across 46 accounts, generating 15 sales-accepted opportunities from 23 completed discovery meetings.
Selected project
Financial-services account governance
London, UK
Salesforce · internal process owner
Feb 2025 - May 2025
- Established a customer satisfaction review across five financial-services groups, combining sponsor feedback with adoption and unresolved support trends; resolved seven of nine agreed recovery actions before renewal discussions while keeping survey comments separate from booked revenue.
- Introduced an executive deal-review standard that required buyer confirmation, partner dependencies and a signed next step before forecast promotion; three account teams adopted it and removed four unsupported commit entries from the next quarterly forecast.
- Owned the simulated account review using a structured discovery rubric, resolved contradictory buying assumptions and completed a proposal with explicit customer success criteria.
Education
University of Manchester
Manchester · United Kingdom
B.Sc. Management
Sep 2009 - Jun 2012
Relevant coursework: Financial accounting, statistics, operations management, organizational behavior
Skills
Commercial work
Multi-year account strategy · Executive business cases · Commercial negotiation · Sales coaching
Tools and measurement
Salesforce Customer 360 · Sales Cloud · Service Cloud · ACV · Excel
Delivery and collaboration
Team selling · Customer communication · Executive alignment and coaching
Publications
- Published an independent sales case note using fictional account evidence, explaining qualification decisions, unanswered objections and the difference between a forecast and a customer commitment.


