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Financial Services Companies Using Salesforce

1,406 companies in Financial Services are hiring Salesforce talent, with 7,763 open roles.

1,406
Companies
7,763
Open Roles

Salesforce is the dominant CRM platform used by financial services firms to manage client relationships, automate compliance workflows, and run sales pipelines at scale. When a financial services company posts Salesforce roles, it signals active investment in CRM infrastructure — often tied to a digital transformation initiative, a new line of business, or a regulatory push toward better client data management. These companies are simultaneously in-market for data integration tools, marketing automation, and analytics platforms that extend Salesforce's core functionality.

Buying Signal

A financial services firm hiring Salesforce talent is almost certainly mid-implementation, expanding an existing org, or migrating off a legacy system — all of which require third-party consulting, data migration services, and complementary SaaS tools. The top roles — Branch Office Administrators and Outside Sales Representatives — suggest these aren't just IT hires; sales leadership is driving adoption, which means budget decisions sit closer to the revenue org than IT. ISVs, systems integrators, and fintech data vendors should be targeting these companies immediately.

Top Companies50 shown

CompanyIndustryHQ LocationSizeJobsLast SeenLinks
L
LSEG
 Financial Services City of London, United States 10,001+ 426 5w ago
Corebridge Financial
corebridgefinancial.com
 Financial Services Houston, United States 5,001+ 76 6w ago
Thrivent
thrivent.com
 Financial Services Minneapolis, United States 5,001+ 47 5w ago
Worldpay
worldpay.com
 Financial Services Cincinnati, United States 5,001+ 36 6w ago
First Horizon Bank
firsthorizon.com
 Financial Services Memphis, United States 5,001+ 35 6w ago
LPL Financial
lpl.com
 Financial Services San Diego, United States 5,001+ 28 6w ago
CrossCountry Mortgage, LLC
crosscountrymortgage.com
 Financial Services Cleveland, United States 5,001+ 25 6w ago
Fitch Ratings
fitchratings.com
 Financial Services New York, United States 5,001+ 24 6w ago
Airwallex
airwallex.com
 Financial Services Hong Kong, China 1,001–5,000 847 6w ago
Affirm
affirm.com
 Financial Services San Francisco, United States 1,001–5,000 106 6w ago
National Debt Relief, LLC
nationaldebtrelief.com
 Financial Services New York, United States 1,001–5,000 76 6w ago
Auris | formerly Heartland
auris.io
 Financial Services Oklahoma City, United States 1,001–5,000 64 6w ago
Ramp
ramp.com
 Financial Services New York, United States 1,001–5,000 57 6w ago
Osaic
osaic.com
 Financial Services Scottsdale, United States 1,001–5,000 47 6w ago
Brex
brex.com
 Financial Services San Francisco, United States 1,001–5,000 36 6w ago
Convera
convera.com
 Financial Services Seattle, United States 1,001–5,000 36 6w ago
Wealth Enhancement
wealthenhancement.com
 Financial Services Plymouth, United States 1,001–5,000 36 6w ago
Ebury
ebury.com
 Financial Services City of London, United Kingdom 1,001–5,000 35 6w ago
Nasdaq
nasdaq.com
 Financial Services New York, United States 1,001–5,000 31 6w ago
Tide
tide.co
 Financial Services Greater London, United Kingdom 1,001–5,000 28 6w ago
MSCI Inc.
msci.com
 Financial Services New York, United States 1,001–5,000 26 6w ago
Peoples Bank
peoplesbancorp.com
 Financial Services Marietta, United States 1,001–5,000 26 6w ago
EQI INVESTIMENTOS
eqi.com.br
 Financial Services Brazil 1,001–5,000 25 6w ago
Walker & Dunlop
walkerdunlop.com
 Financial Services Bethesda, United States 1,001–5,000 25 6w ago
Coinbase
coinbase.com
 Financial Services Australia 1,001–5,000 24 6w ago
PenFed Credit Union
penfed.org
 Financial Services McLean, United States 1,001–5,000 24 6w ago
Q2
q2.com
 Financial Services Austin, United States 1,001–5,000 24 6w ago
Compeer Financial
compeer.com
 Financial Services Sun Prairie, United States 1,001–5,000 23 1mo ago
Corient
corient.com
 Financial Services Miami, United States 1,001–5,000 23 6w ago
Cetera Financial Group
cetera.com
 Financial Services San Diego, United States 1,001–5,000 22 6w ago
Mercer Advisors
merceradvisors.com
 Financial Services Denver, United States 501–1,000 42 6w ago
Lendbuzz
lendbuzz.com
 Financial Services Boston, United States 201–500 56 6w ago
Kestra Financial
kestrafinancial.com
 Financial Services Austin, United States 201–500 25 6w ago
Rewards Network
rewardsnetwork.com
 Financial Services Chicago, United States 201–500 25 6w ago
INFINIT
infinit.com
 Financial Services 51–200 35 7w ago
Jeeves
tryjeeves.com
 Financial Services Miami, United States 51–200 34 6w ago
Nterval Funding
ntervalfunding.com
 Financial Services 2–10 83 7w ago
Edward Jones
edwardjones.com
 Financial Services United States 10,001+ 275 6w ago
Global Payments Inc.
globalpayments.com
 Financial Services Atlanta, United States 10,001+ 248 6w ago
S&P Global
spglobal.com
 Financial Services New York, United States 10,001+ 184 6w ago
Corpay
corpay.com
 Financial Services Atlanta, United States 10,001+ 54 6w ago
Raymond James
raymondjames.com
 Financial Services Saint Petersburg, United States 10,001+ 43 1mo ago
Equifax
equifax.com
 Financial Services Atlanta, United States 10,001+ 33 6w ago
Sun Life
sunlife.com
 Financial Services Hong Kong, China 10,001+ 33 6w ago
Morningstar
morningstar.com
 Financial Services Chicago, United States 10,001+ 31 5w ago
New York Life Insurance Company
newyorklife.com
 Financial Services New York, United States 10,001+ 25 5w ago
Capital One
capitalone.com
 Financial Services McLean, United States 10,001+ 23 6w ago
Fidelity Investments
fidelity.com
 Financial Services Boston, United States 10,001+ 23 6w ago
Revolut
revolut.com
 Financial Services Greater London, United Kingdom 10,001+ 23 6w ago
Goldman Sachs
goldmansachs.com
 Financial Services New York, United States 10,001+ 22 4w ago

1,406 companies use Salesforce. Want the full list?

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▲Market Signal

With 1,406 financial services companies hiring across 7,763 open roles, Salesforce adoption in this sector is not a trend — it's a procurement cycle running at scale. That ratio of roughly 5.5 roles per company indicates deep, multi-department rollouts rather than single-seat evaluations.

⦿Stack Intelligence

Companies combining Salesforce with MuleSoft, Tableau, Marketo, and Pardot are building full-stack revenue operations — not just deploying a CRM. The presence of HubSpot alongside Salesforce often signals a mid-migration state or a dual-tool environment where the company hasn't fully consolidated. For vendors, this combination points to a mature buyer with budget allocated across integration, analytics, and demand generation.

Salesforce Hiring Landscape

Where and how companies hire Salesforce talent

By Country

United States
819
United Kingdom
181
Canada
137
Singapore
41
India
82
Australia
60
China
40
Brazil
68

Top Roles

Branch Office Administrator230Outside Sales Representative73Outside Sales Representative - Software68Field Sales Representative57Account Executive54Sales Development Representative54Key Account Manager52Wealth Management, Product Manager52Client Service Associate45Senior Strategic Alliance & Partnerships Manager35Business Development Manager34Business Development Representative34

Related Technologies

HubSpotMuleSoftTableauMarketoPardot

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Frequently Asked Questions

What is Salesforce?

Salesforce is a cloud-based CRM platform that financial services firms use to manage advisors, clients, and compliance-driven sales processes. It serves as the system of record for client relationships and pipeline activity. Heavy hiring around Salesforce indicates a firm is scaling its revenue operations infrastructure.

Why should sales teams track Salesforce hiring?

Salesforce hiring predicts near-term spend on adjacent tools — data integration, workflow automation, and analytics are almost always purchased alongside a CRM buildout. An SDR tracking these signals can time outreach to hit a company during active vendor evaluation, not after contracts are signed.

Who should be selling to companies that use Salesforce?

Vendors best positioned to sell into these accounts include CRM consulting and implementation firms, fintech data and compliance platforms, marketing automation providers, and business intelligence or analytics vendors.