Account Executive

Description

Toast is recruiting on behalf of this company for a full-time Account Executive to play a key role in shaping and executing a high-impact sales strategy. This company is looking for a dynamic and driven professional who thrives in complex sales environments and excels at building long-term client relationships. If you’re passionate about navigating nuanced sales cycles, love delivering real value to clients, and enjoy working in a fast-paced, collaborative setting, this opportunity is for you.

Responsibilities

• Lead full-cycle sales efforts from outreach through close, helping to establish scalable, long-term processes
• Develop and nurture strong relationships with stakeholders, understanding their unique business goals
• Conduct discovery calls and tailored product demos to define technical and financial success criteria
• Own pipeline management, leveraging established sales methodologies to qualify and advance opportunities
• Collaborate closely with Account Managers and Customer Success teams to ensure seamless client transitions and ongoing satisfaction
• Negotiate contract terms and foster post-sale relationships to drive customer retention and expansion
• Plan and execute strategic account management initiatives to uncover new growth opportunities
  
  

Requirements

• 3–5 years of experience in a sales role, ideally within financial services (e.g., insurance, loans, trading desk sales)
• Demonstrated success in SaaS or software sales with experience managing complex deals
• Proficient with CRM tools such as Hubspot, especially in pipeline and data management
• Strong financial acumen and comfort working with high-net-worth individuals and C-level stakeholders
• Excellent verbal and written communication skills, with an ability to listen deeply and present persuasively
• Proven ability to make sound decisions, strategize effectively, and consistently meet or exceed targets
• Collaborative mindset, with a passion for team-driven success in a fast-paced environment
  
  

Benefits

• Remote-friendly work culture within Canada
• Opportunity to contribute to a mission-driven company shaping the future of wealth management
• Inclusive, supportive environment that values diverse experiences and celebrates team achievements
• High-impact role with room for growth and meaningful client engagement
• Application Review
  
  

Submit your application, including your resume and cover letter, through our online portal. Our team will carefully review your qualifications and experiences. We take pride in responding promptly, so if your application aligns with our current opportunities, you’ll hear back from us with next steps. Your journey with Toast begins here, and we’re excited to see what you bring to the table!

• Vetting Call
  
  

If your application is successful, we’ll schedule a vetting call with a member of the Toast team. This 30-45 minute informal conversation is designed for us to get to know you better and assess your skills. Be prepared to discuss your past projects, the challenges you’ve tackled, and the impact you’ve made. This is your chance to shine and show us why you’re a great fit for the roles we offer.

• Profile Creation
  
  

Once you’ve impressed us in the vetting call, we’ll create an unbiased profile that highlights your experience while minimizing common biases. Instead, we focus on your skills, industry experience, and the impact you’ve made. This way, your profile reflects your true potential and accomplishments.

• Client Submission
  
  

After crafting your unbiased profile, we submit it to our trusted clients. We work closely with these clients to ensure they understand the value you bring. Throughout their interview process, we remain by your side, providing support and guidance. Our goal is to help you navigate the hiring process smoothly and confidently, ensuring you have the best chance to secure a role that fits your skills and aspirations.