ACCOUNT EXECUTIVE - WEALTH MANAGEMENT
COMPANY:
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 New York, we are one of the fastest-growing technology companies in Ontario. We
are expanding quickly and seeking a Technical Implementation Specialist to help sustain that
growth by creating content that turns prospects into Doxim users.
JOB DEFINITION:
The Account Executive will actively work with the Marketing and Sales Teams to drive various
initiates to create client demand across the Wealth Management vertical and achieve assigned
revenue targets that contribute to the team’s overall revenue goals.
You will:
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Execute territory business strategy to generate revenue;
Sell technology-based customer communication 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:
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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 brokerage/wealth management operations, advisor facing technologies
and/or middle office operations
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
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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.com or equivalent CRM for day-to-day sales activity
management
7+ years selling software, SaaS or other technology-based solutions – prefer 10+ years
C-Suite sales of recurring revenue services
5+ years’ experience at (or selling to) financial services/wealth management firms
Bachelor’s degree or equivalent experience, MBA preferred
Great to haves:
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Experience with Microsoft Office (Outlook, Word, Excel)
Competent time management skills
Advanced communication skills – written and verbal
If this sounds like you, please send your application to:
jobs@doxim.com
Please indicate job title in subject heading of email
“An Equal Opportunity Employer”