Drives enterprise sales growth among Canadian banks, investment dealers, wealth managers, credit unions, and other financial institutions. Builds pipelines, prospects and closes complex licensing and education agreements, manages multi-stakeholder procurement, develops strategic relationships, maintains Salesforce forecasts, monitors securities regulations, and collaborates with internal teams to achieve revenue and retention objectives.

Drives new business growth and enterprise partnerships across Canada's insurance distribution market. Builds pipelines, prospects and closes RBO and MGA accounts, expands existing relationships, engages executive decision-makers, negotiates agreements, and achieves sales quotas. Maintains Salesforce records, forecasts, and reports while collaborating with product, marketing, and customer success teams. Represents the company at industry events and develops strategic outreach plans to increase adoption, licensing volume, and revenue.