Join AIIM as a Financial Services Sales Executive, where you will manage a dynamic client portfolio. This role balances account growth and business development, ideal for those who excel in client communications.
In this position, you will drive account management and new business pursuit among financial institutions, utilizing your 3-5 years of experience. Your insight into transactional and direct mail solutions will support our clients as they modernize their communication strategies. Collaborating with various internal teams, you will ensure seamless delivery and satisfaction.
Key Responsibilities:
• Manage relationships with key Financial Services clients
• Conduct discovery meetings and presentations
• Monitor execution of client communication initiatives
• Identify new upsell and cross-sell opportunities
• Report on trends and support strategic decisions
Requirements:
• 3-5 years of sales or account management experience
• Background in financial services or fintech is essential
• Understanding of CRM systems like HubSpot
• Solid skills in relationship management and negotiation
• Valid driver's license for client visits
Leverage your sales experience to foster growth at AIIM in the Financial Services sector.
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📌 Financial Services Sales Executive at AIIM (Ontario)
🏢 Avant Imaging & Integrated Media
📍 Ontario
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