About this role
Join Equisoft as a hybrid Account Executive, based in Montreal or Quebec City, to empower the financial services industry in Canada. Manage leads and nurture relationships with independent advisors.
In this full-time role, you will report to the Senior Director, Customer Experience, and be a key player in growing Equisoft's B2C sector. Responsibilities include converting inbound leads and actively prospecting for new clients, while maintaining a strong presence at industry events and webinars.
Key Responsibilities:
• Convert qualified leads and manage sales cycles
• Develop outbound channels for new business relationships
• Partner with marketing to enhance outreach efforts
• Lead informative product demonstrations for prospects
• Ensure accurate CRM documentation and revenue forecasts
Requirements:
• Bachelor's Degree in a related discipline
• 3-5 years of sales experience in customer-facing roles
• Proven sales performance in new business development
• Familiarity with HubSpot or equivalent CRM
• Fluent in French and English for effective communication
Leverage your skills to enhance the advisor experience with Equisoft’s innovative solutions.
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