Benjamin Kelsey

Doer
DISC Type : ds

Account Executive at Salesforce

Greater Chicago Area, United States

Overview

As a Revenue Cloud Account Executive at Salesforce, Benjamin Kelsey leverages his deep experience as a Big 4 CPA and Leveraged Finance Banker. He specializes in M&A, LBO deal execution, and financial modeling to address complex revenue challenges and holds a Master of Accountancy from the University of Iowa.

Benjamin has an international perspective, having supplemented his education with studies at CIMBA, a program based in Italy. This experience suggests an appreciation for travel and diverse cultures, complementing his financial and business background.

His career uniquely bridges the gap between hands-on leveraged finance deal execution and modern technology sales at a major SaaS company.

Personality Overview

Results Focused

Strategic Planner

Long-term Focused

They might take some time to make their mind up but once they do, they don't change it easily.  They are very professional in their approach and can weigh multiple perspectives together. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

AI in Revenue
Recently expressed interest in how AI and streamlined platforms can enhance a business's revenue lifecycle management, a core part of his role at Salesforce.
Leveraged Finance
Possesses a strong background in M&A and LBO deal execution from his previous roles as a Leveraged Finance Principal and Senior Associate.
Innovative Solutions
States a mission to empower organizations and unlock potential through innovative solutions that address complex financial challenges.

Media Appearances

Benjamin has no verified media appearances

Work History

3-2025
Account Executive at Salesforce
2-2023 - 3-2025
Leveraged Finance Principal at Fifth Third Bank
11-2021 - 2-2023
Leveraged Finance Senior Associate at Fifth Third Bank
1-2019 - 11-2021
Leveraged Finance Associate at Fifth Third Bank
8-2017 - 1-2019
Leveraged Finance Analyst at Fifth Third Bank

Education

2012 - 2013
Master of Accountancy from University of Iowa
Education details unavailable from CIMBA

More Information

Social Presence :

Prographics :

Exp : 10 Location : Greater Chicago Area, United States Job Level : Middle Designation : Account Executive at Salesforce
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Insights For Selling To Benjamin

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't go over them unless you are left with no other option
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Benjamin is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Benjamin

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Benjamin move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Benjamin take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Benjamin

Personality Compatibility


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