Details:

• Full-time/direct-hire with one of our Finacial Services clients.
• $120-$130k base salary with 30% on target earrings.
• Hybrid in Toronto or Montreal Canada

Must-Have Skills & Experience:

• 2+ years of progressive B2B sales and account management experience within the Financial Services or other relevant sector
• Must be bilingual in French and English.
• Strong communication and interpersonal skills, with the ability to build rapport quickly.
• Goal-oriented with a track record of meeting or exceeding sales targets.
• Ability to work independently and as part of a team. You will be working in a fast-paced environment that would require the ability to manage multiple priorities and needs of stakeholders, as well as the agility to respond to changes and developments
• Experience with CRM systems (Salesforce, Gong, HighSpot, etc.) and other sales enablement tools. Tech-savvy with a passion for leveraging digital tools to enhance performance
• It is beneficial if you come with experience, preferably in payments industry or financial services/fintech

The Role & Responsibilities:

The Portfolio Sales Manager will be responsible for engaging the portfolio of customers in the market to drive revenue, retention and growth. This role involves

• Achieving revenue targets in existing portfolio through retention, share of wallet growth and sales
• Execute outbound revenue generating engagement with portfolio using data to identify opportunities to engage the customer
• Onboard and nurture new clients onto our platforms
• Promote a self-service model to our clients, utilizing our platform capabilities to enhance efficiency and client engagement

Key Responsibilities:

Portfolio Management

• Support managing a portfolio of clients to ensure retention, increased wallet share and customer satisfaction
• Utilize centrally generated Data and Analytics reports to target potential for cross/upsell within the portfolio
• Conduct regular account reviews for key customers per account engagement framework
• Work with the marketing team to develop and launch retention, win back and grow campaigns in portfolio
• Implement regional business plans as devised by team leader
• Promote a self-service model with the portfolio on our platform to enhance efficiency
• Maintain detailed records of all interactions in the CRM system.
• Support middle office teams with customers queries as appropriate.

New Business Acquisition

• Utilize leads provided by marketing and SDR teams to acquire additional customers for the business
• Reach out to prospective clients via phone, email, and other communication channels to promote products and services
• Deliver product demonstrations and explain features, benefits, and pricing to prospective customers.
• Follow up with leads, manage customer inquiries, and maintain detailed records of all interactions in the CRM system.
• Leverage existing customer referrals to mine for new business

Training & Development

• Complete all assigned training on product and processes in a timely manner and adhere to new processes and ways of working
• Stay up to date on product offerings, industry trends, and competitors to effectively answer questions and provide solutions

Performance Monitoring and Reporting

• Keep CRM systems updated per guidance to enable tracking of key performance indicators (KPIs), including call volume, conversion rates and sales quotas.