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Account Executive - Canadian Financial Services


Doxim is a leading provider of Customer Engagement Software for Financial Service Organizations. This software helps financial institutions transform their client experience, communicate more effectively throughout the client lifecycle and improve cross sell and upsell activities that drive increased wallet share. The SaaS-enabled platform addresses key digitization challenges, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access, tailored to a clients’ channel preferences.

Located in Markham, we are one of the fastest-growing technology companies in Ontario. We are expanding quickly and seeking an Account Executive to help sustain that growth. The right candidate will have a passion for business development and an ability to connect with prospects.

Job Definition

The Account Executive will actively work with the Marketing and Sales teams to drive various initiatives to create client demand across the Canadian Financial Services industry and achieve assigned revenue and growth targets that contribute to the team’s overall revenue goals.

You will:

  • Execute territory business strategy to generate revenue
  • Sell technology-based solutions to the financial services industry to increase company’s annual recurring revenue
  • Prospect, develop and close new business opportunities within assigned territory to achieve quota
  • Leverage existing relationships and effectively manage resources
  • Attain quotas and objectives, while contributing toward team targets and goals
  • Maintain a consistently high level of outbound activity to ensure adequate pipeline development to achieve quota
  • Ensure that sales activities are consistent with sales and operational processes
  • Use CRM system as an effective sales tool and data repository, and maintain accurate customer and prospect information

Must Haves:

  • Proven sales person with a track record of sales forecasting, exceeding sales quota and revenue goals
  • Software/SaaS sales experience with long-term recurring revenue contracts
  • Knowledge of Canadian Financial Services industry, with an emphasis on brokerage/wealth management operations and advisor facing technologies and/or Credit Union/bank/trust company operations and advisor facing technologies
  • High energy individual who enjoys a fast-paced, high growth entrepreneurial environment
  • Quick learner with demonstrated sales ability and passion for sales
  • Strong prospecting skills with ability to quickly develop trust with senior executives
  • Strong relationship management skills at all levels of the organization
  • Able to manage all aspects of the sales process: prospecting, formulating value proposition, customizing presentations into needs based solutions, convincing of value and overcoming obstacles, managing RFPs, pricing and contract negotiations
  • Proficient in Microsoft PowerPoint
  • Knowledge of Salesforce or equivalent CRM for day-to-day sales activity management
  • C-Suite sales of recurring revenue services
  • 7+ years selling software, SaaS or other technology-based solutions – prefer 10+ years
  • 5+ years’ experience at (or selling to) financial services firms
  • Bachelor’s degree or equivalent experience

Great to haves:

  • Financial industry accreditation
  • Advanced communication skills – written and verbal


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