This role involves driving revenue growth through client acquisition, account management, and maintaining relationships in the Financial Services sector. Responsibilities include executing sales plans, managing contracts, conducting presentations, and engaging with clients to meet their needs.
Account Executive – Financial Services SolutionsWho We AreTeranet is Canada’s leader in the delivery and transformation of statutory registry services with extensive expertise in land and commercial registries. We also market insightful property and data solutions, as well as practice management automation to thousands of customers in the real estate, financial services, government, utilities, and legal markets.Connect. Grow. Thrive Together.To learn more about who we are visit our website: www.teranet.caAbout the RoleYou will grow the business and top-line revenue via prospecting, client acquisition, account management and driving revenue growth for the Teranet Commercial Solutions businesses. You will be accountable for all aspects of the sales process from lead generation to deal closure. In this role, you will engage and foster strong relationships with key decision makers in the banking, lending, credit, payments, insurance and risk service segments to articulate Teranets’ suite of products and solutions that help organizations succeed. Objectives of this role:
At Teranet, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to building a workforce that reflects the diversity of our customers and the communities in which we live and serve. If you require accommodation during the recruitment and selection process, please let us know and we will work with you to meet your needs. Come As You Are. We Like You That Way!
- Build and maintain lasting relationships with clients and partners by understanding their focus and anticipating their needs
- Identify and target new clients, conduct sales presentations, negotiate contracts, close deals
- Manage client contract renewals and upselling new products and services
- Stay current with company offerings and industry trends
- Oversee and achieve organizational goals and revenue targets while upholding best practices
- Design and implement short term (annual) account sales plans and strategies that align with revenue and quota goals
- Proactively research, identify, and qualify high-potential leads, cultivating new business opportunities within both existing accounts and through referrals.
- Process sales contracts, maintain Customer information and CRM Data in Salesforce and other tools
- Lead and navigate sales cycles involving both products and customized solutions, managing opportunities and deals ranging from tens of thousands to hundreds of thousands while ensuring alignment with client needs and maximizing revenue potential.
- Build and nurture strong, long-term relationships with prospective, new, and/or existing customers, ensuring new/continued business and repeat sales by delivering tailored solutions and exceptional service.
- Actively participate in marketing campaigns, trade shows, conferences, and other industry events to build brand awareness, generate leads, and support sales efforts.
- Conduct in-person and online web demonstrations with qualified prospects.
- Solicit feedback regarding products and services and work with internal partners for development and market intelligence.
- Bachelor’s degree with 3-5 years of experience in a similar sales capacity, selling products and/or solutions into the Financial Services market segments.
- Proven experience in account management and planning and long-term account growth
- Proven track record of sales and business development experience, with a demonstrated ability to engage stakeholders and key decision-makers within the Financial Services market segments.
- Advanced sales, negotiation and consultative selling skills, with ability to tailor solutions to client needs and navigate single or multi-year sales cycles.
- Exceptional communication and presentation abilities, with the capability to present complex solutions to executives and decision-makers.
- Strong relationship-building skills, with a focus on developing and maintaining long-term, trust-based client relationships to drive repeat business.
- Proficiency in CRM software (e.g., Salesforce) and other sales tools for tracking opportunities, forecasting, and managing client data.
- Strategic thinking and problem-solving skills, with the ability to identify and solve client challenges through tailored solutions and innovative approaches.
- Experience in selling subscription and high-value solutions and managing long, multi-year sales cycles, particularly in the Lending & Credit sectors, Investment & Wealth Management, and Insurance and Risk Management market segments.
- 100% Employer Paid Health Benefit Plan
- Employer Matching Retirement Savings Plan
- Paid Vacation, Floater Days & Sick Leaves
- Maternity, Parental and/or Adoption Leave Top-Up Programs
- Corporate Discounts & GoodLife Group Rate Membership
- Employee Assistance Program – for you and your loved ones!
At Teranet, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to building a workforce that reflects the diversity of our customers and the communities in which we live and serve. If you require accommodation during the recruitment and selection process, please let us know and we will work with you to meet your needs. Come As You Are. We Like You That Way!
Top Skills
Crm Software
Salesforce
Teranet Inc. Toronto, Ontario, CAN Office
123 Front Street West, Suite 700, Toronto, Ontario, Canada, M5J 2M2
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