Business Development Executive, Financial Services

Accountabilities

• • Manage the overall relationship with assigned financial services customers, identifying key decision-makers, influencers, buyers, and executive sponsors.
  • Increase account penetration by expanding the adoption of solutions across different functions and areas of each customer organization.
  • Use business intelligence and market insight to connect buying and selling organizations, generate opportunities, and position relevant solutions.
  • Develop and execute strategic account plans and sales strategies designed to achieve and exceed revenue objectives.
  • Build durable, trusted customer relationships and establish partnerships capable of supporting long-term growth.
  • Lead complex sales and RFX processes by coordinating internal resources, assigning responsibilities, managing timelines, and ensuring customer expectations are met or exceeded.
  • Identify emerging customer needs and opportunities for product or service enhancements, using market and client insights to inform internal teams.
  • Lead external planning discussions with customers to understand key business challenges and align recommended solutions and resources with their priorities.
  • Resolve customer issues and escalations, documenting root causes and identifying preventative actions to reduce future problems.
  • Collaborate with accounting, operations, sales, product, and other internal teams to deliver effective customer outcomes.
  • Monitor changes across the financial services industry and proactively educate customers and internal stakeholders on relevant developments.
  • Maintain a strong pipeline, anticipate future opportunities, and continuously identify ways to increase market share and customer value.

  Requirements

  • At least 5 years of enterprise sales or account management experience within Canadian financial services, B2B, data, technology, or related services.
  • In-depth knowledge of retail credit, consumer credit reporting, or closely related financial services industries.
  • Demonstrated success managing complex, lengthy sales cycles and consistently achieving or exceeding revenue targets.
  • Proven ability to develop and execute sales plans that increase market penetration and create sustainable growth.
  • Strong strategic pipeline management skills, including the ability to identify, qualify, forecast, and develop advanced opportunities.
  • Exceptional relationship-building skills, with the ability to establish credibility and become a trusted advisor to customers.
  • Strong presentation, negotiation, written, and verbal communication skills; bilingual capabilities are considered an asset.
  • Ability to communicate confidently with stakeholders ranging from technical specialists and front-line professionals to senior and executive leadership.
  • Highly organized and capable of managing multiple concurrent opportunities, projects, and customer priorities.
  • Engaging, adaptable, entrepreneurial, and goal-oriented approach with a strong record of personal accountability and performance.
  • Sound understanding of the regulatory and legislative environment affecting Canadian financial services customers, including relevant compliance considerations.
  • Proficiency with Microsoft Office, particularly PowerPoint and Excel.
  • A university or college degree in business, communications, marketing, or a related discipline is preferred, or an equivalent combination of education, training, and professional experience.

  Benefits

  • Expected annual compensation range of $131,000–$182,000 CAD, with actual compensation determined by factors such as experience, qualifications, location, skills, and market conditions.
  • Variable compensation opportunities tied to applicable performance and compensation plans.
  • Remote work arrangement with occasional in-person attendance at work-related events as required.
  • Opportunities to work with enterprise customers across the Canadian financial services sector.
  • Exposure to data, technology, analytics, and innovative solutions addressing complex business challenges.
  • A collaborative environment that encourages professional development, innovation, and meaningful customer impact.
  • Flexible resources and support designed to promote balance between professional and personal priorities.
  • Accessibility and workplace accommodation support in accordance with applicable laws.