As an Account Executive (AE) at Coconut Software, you will have a massive impact on our business by acquiring new customers and creating raving fans. You will champion the entire sales process from start to finish - from prospecting new business (often with a BDR) to leading a cross functional sales effort alongside executive stakeholders. Your self-starter attitude and drive to achieve keeps you at the top of the leaderboard.
While Coconut AEs should have a strong technical aptitude and a deep understanding of Coconut’s platform and use cases, they also lead with a customer first approach. Our focus is on the unique needs of each business and how we add value by attracting more clients, improving client experience, and helping to grow their business. You will play a huge role in the growth of Coconut, and further your own growth journey in sales, with expertise in the Financial Services Industry.
YOU ARE FIRED UP TO:
- Manage prospects and build relationships from lead to close
- Clearly articulate and demonstrate Coconut’s value proposition, creating enthusiasm among prospects
- Navigate and communicate value proposition messaging for multiple use cases across different departments and key stakeholders
- Research, listen to, and analyze information from our customers to fully understand their unique needs and use cases
- Build and present product demos and proposals to prospective clients that emphasizes the value that Coconut’s products can offer, based on their specific needs
- Partner with BDRs, Sales, and Sales Engineers to develop strategies to create, progress, and close opportunities
- Negotiate contract terms with customers and successfully closes sales
- Achieve and exceed quarterly assigned sales growth goals within your targeted prospect accounts
- Maintain timely and detailed pipeline management, keeping sales pipeline up to date and accurate in SalesForce
- Keep up to date on competitive and key vertical industry trends, striving to always find new and creative ways to connect with champions and decision-makers
- Build and maintain exceptional hands-on knowledge of Coconut’s products and services to enable you to best educate and excite potential customers on the value of our products
- Attend applicable conferences, trade shows and networking events
WHAT YOU BRING TO THE TEAM:
- 3-5 years of full cycle sales experience within a SaaS Environment
- Genuine curiosity and thoughtfulness as you want to understand how this software achieves significant business impact
- A track record of achieving annual revenue targets of $1M+
- Excellent verbal and written communication skills
- Demonstrated experience consistently exceeding target goals
- Able to travel weekly/monthly as needed to meet the Coconut teams and prospective clients (valid passport required)
- Unquestioned ethics and clarity around doing the right thing for our customers, for your co-workers and for the company
- Experience working in and/or selling to, the financial industry an asset
- “Cabana Days” - our version of a flexible work week!
To enable our employees to do their best work, offering flexibility to prioritize what is important and to take time needed for rest and rejuvenation when possible based on business and operational needs. - Ability to do your job in a supported, but still flexible environment;
- Supported professional development, learning & career opportunities - be supported in your growth journey!
- Regular 1:1 coaching with your leader and regular connection to a passionate executive team
- Work in a team big enough for growth but lean enough to make a real impact
A full range of benefits to keep you happy & healthy;
- Competitive Salaries - we pay fairly based on experience and expertise, not your ability to negotiate!
- Health & Dental Benefits, Virtual Care, & Disability top up - all starting from day 1!
- Virtual mental health and EAP platform
- WealthSimple GRSP & Matching
- Annual Wellness Benefit ($1000 per year)
- Opportunity to work remote - anywhere in Canada!
- Employee Options - everyone shares in our success!
- Internet Subsidy on each paycheck
- Tiki Bucks Incentive Program - everyone is entitled to earn bonuses!
- A People First Company - 4.6 rating on Glassdoor
- Recently named #4 on the Top 10 Best Workplaces in Canada
Who we are, and what we do:
Mission
Match customers with the right expert, at the right time, so no opportunity is lost.
Values
Collaboration. Honesty. Empathy. Elevate. Resilience. Service Excellence.
Coconut Software makes it effortless for customers to connect with their bank or credit union. Our appointment scheduling, queue management, and video banking solutions are used by leading financial institutions across North America, including RBC, Arvest Bank, Vancity, and Rogue Credit Union. Organizations that use Coconut benefit from a seamless customer experience that improves NPS, reduces wait times, and increases conversion rates.
To date we have raised close to 40M and have been doubling revenue year after year. The team at Coconut has ambitious growth plans to continue to scale the business to new heights by owning the North American market and delivering innovative solutions to our customers.
Coconut has a company culture that is best in class. We foster a community that is unconditionally inclusive, and in return ask that our people contribute their differing perspectives, ideas and experiences for one common purpose: to advance the way people live and work in an environment of diversity, equity and inclusion and workplace belonging.
Some recent awards we're proud of include:
Coconut Software is committed to treating all people in a way that allows them to maintain their dignity and independence. We believe in integration and equal opportunity. We are committed to meeting the needs of people with disabilities in a timely manner, and will do so by preventing and removing barriers to accessibility and meeting accessibility requirements under the Accessibility for Ontarians with Disabilities Act, 2005.
Top Skills
What We Do
At Coconut Software, we believe that connecting with your financial institution should feel as breezy as a day at the beach. That’s why we spent a decade building a platform that makes it effortless for customers to connect with representatives and easy for staff to deliver exceptional experiences. Our appointment scheduling, queue management, and video banking solutions are trusted by 150+ leading financial institutions across North America, including RBC, Vancity, and Rogue Credit Union. Coconut Software helps these FIs (and more) attract new customers, improve experience, sell more products, and improve customer loyalty
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