Business Development Executive, Financial Services

Job description

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. How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1 This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Business Development Executive, Financial Services based in Canada. This role offers an opportunity to drive strategic growth across the Canadian financial services market.You will manage key customer relationships while identifying opportunities to expand solution adoption and deepen account penetration.Working with enterprise clients, you will connect business needs with relevant data, technology, and service solutions.The position combines consultative selling, account development, strategic planning, and cross-functional collaboration.You will navigate complex sales cycles, engage stakeholders at multiple levels, and build trusted long-term partnerships.Your market knowledge and commercial expertise will directly contribute to revenue growth and customer success.The role is well suited to a high-performing sales professional who thrives in an evolving, relationship-driven environment.