Lindsey de Legge

About Lindsey de Legge

With a 16+ year track record of excellence in sales, my expertise in financial services is grounded in strategic sales pipeline management and an unwavering commitment to client success. I thrive in collaborative cultures where internal team collaboration fosters robust trust-based relationships, contributing to sustained performance excellence and client satisfaction. My passion for sales correlates with my passion for improving our communities and the state of the world. I lead in sales with my core values to deliver transparency, solution-focused selling, and world-class service. This dedication has placed me within the top echelon of performers nationally, reflecting a brand-centric culture that prioritizes high integrity and innovative client solutions.‍Outside of my career, I immerse myself in personal growth and new adventures. You can find me spending time with my family, on the golf course, traveling the world, or peacefully reading my next novel in a local park or coffee shop.

Experience

1. Salesforce Account Executive Financial Services

   Salesforce

   Feb 2026 — Present · Chicago, IL, US

   I help financial institutions navigate the intersection of trust, technology, and transformation.I partner with the financial services industry s to navigate the most significant platform shift in a generation: The Agentic Era.The landscape of banking, insurance, wealth management, private equity is moving beyond simple automation. We are entering an era of Agentic AI, where autonomous systems don\'t just provide data, they take action to support employees and delight customers. I help FinServ leaders harness this power to bridge the gap between complex legacy systems and seamless, trusted client experiences.My Focus:The Power of Agents: Empowering firms to deploy AI agents that work alongside humans to streamline operations, manage compliance, and drive personalized engagement at scale.Data + AI + CRM + Trust: Ensuring that the transition to AI is built on a foundation of secure, unified data—the only way to achieve true \"Agentic\" success in a regulated industry.Strategic Transformation: Consultative partnership focused on high-level business outcomes, helping firms evolve from reactive service models to proactive, AI-driven growth engines.At Salesforce, we don’t just sell software; we build platforms for change. If you’re looking to redefine what’s possible, let’s connect!

Education

• Indiana University Bloomington

  Bachelor of Arts - BA

• University of Michigan

  Certificate of Professional Achievement

Skills

• Customer Satisfaction Focus
• Leadership
• Cross Selling
• Financial Recruiting
• Loans
• Account Management
• Sales
• Employee Career Development
• Profit/Loss Accountability
• Expense Reduction
• Yoy Business Portfolio Growth
• Risk Management
• Team Management
• Finance