Founding Account Executive

The opportunity

We are seeking a seasoned, collaborative, and results-driven Founding Account Executive with a proven track record in sales within the fintech and investment management industry. In this role, you will be responsible for driving enterprise-level sales and expanding our client base across Canada. We're looking for someone who thrives in an entrepreneurial environment and approaches the opportunity with ownership, initiative, and drive. 




The impact you’ll make: 

• Develop and maintain relationships with C-level executives in Canadian wealth management firms 

• Identify new opportunities through relationships & networking and turn them into long-term partnerships 

• Create a detailed business and territory plan to meet and exceed goals 

• Generate buy-in and acquire new logos, managing the end-to-end sales cycle across a broad buying group  

• Manage the entire sales cycle from finding new customers to securing sustainable business deals 

• Manage the end-to-end sales process through the engagement of appropriate resources such as Product, Marketing, Customer Success, etc. 

• Maintain a strong working knowledge of competitors’ programs and activities within the territory  

• Demonstrate an understanding of the wealth tech ecosystem and engage with prospective customers in a solutions-oriented approach 

• Negotiate agreements and keep strong sales data hygiene 

• Provide professional sales handoffs and support as needed with Implementation and Customer Success teams to maximize customer value   

 

What you’ll bring: 

• Knowledge of market research, sales and negotiating principles 

• Excellent communication and presentation skills  

• Ability to build and develop relationships 

• Ability to drive a balance between progression of multiple accounts while looking for new opportunities 

• Experience working with Salesforce 

• Strong domain knowledge and technical acumen 

• Experience selling into Canadian markets 

 

How you’ll be successful in this role: 

• Build your Plan. You will use your in-depth knowledge of the sales process and your technical expertise, combined with your winning attitude, to help build a concrete sales plan.  

• Cultivate the territory. You will build relationships and proactively qualify clients while continuously nurturing new and existing relationships with clients and colleagues. 

• Prospecting & developing leads. You will increase our business by identifying and creating new opportunities to drive sales growth, prospecting and building a pipeline, following up on all inbound leads, sales inquiries, and marketing responses. 

• Track. You will develop lists of prospects, leads, and sales efforts in the CRM system and move them through the funnel. 

• Foster relationships.  You will move prospects through your pipeline, following our sales process. From account analysis, proposal and project planning, presentations and ongoing support throughout the sales cycle 

  

How success will be measured: 

• Identify top wealth tech targets in Canada / separate accounts into tiers for SMB’s  

• Create a plan to execute and exceed sales and revenue goals 

• Build the pipeline and convert at wealth tech industry levels including new opportunity creation, robust progression, and conversion of pipeline 

 

Why work for us:  

• Comprehensive Compensation & Benefits: A competitive total compensation package that includes variable bonus, health and dental benefits, 3 weeks' vacation, 10 days PTO 

• Learning & Development: Udemy Business license, $1000 L&D stipend to put towards professional development, Lunch & Learn opportunities, continual companywide workshops 

• Support for Growing Families: We welcome new additions with a parental leave top-up program  

• A Connected team: Our social committee knows how to bring the fun! Team bonding game nights, workouts, wellness workshops, cooking classes, and more