Solution Sales Executive – Treasury & Banking Automation
J
JobgetherFinance automation
Based in CanadaFull-TimeJunior
Salary not disclosed
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Job Details
- Experience
- Approximately 1–4 years of professional experience in sales, business development, account management, or another customer-facing position
- Required Skills
- Microsoft Dynamics
Requirements
- Approximately 1–4 years of experience in sales, business development, account management, or another customer-facing position.
- Ability to establish and maintain trusted professional relationships and collaborate with external partners in a channel-led sales environment.
- Strong written and verbal communication, presentation, and interpersonal skills.
- Ability to engage senior finance professionals and other business stakeholders.
- Ability to understand customer challenges and translate business requirements into commercial value propositions and measurable outcomes.
- Strong organization and time-management skills for pipeline development, opportunity tracking, follow-ups, and sales forecasting.
- Familiarity with CRM platforms and confidence using tools such as HubSpot.
- Experience using LinkedIn for professional networking, prospecting, and social selling.
- Interest in enterprise technology, financial automation, and artificial intelligence in finance and treasury operations.
- Ability to work independently, take ownership, manage priorities, and contribute to a collaborative sales team.
- Previous exposure to Microsoft Dynamics 365, ERP platforms, or financial management software is an asset.
- Experience with Microsoft implementation partners, ISVs, system integrators, or channel sales is an asset.
- Basic understanding of treasury management, cash management, banking operations, or corporate finance is an asset.
- A bachelor’s degree in Business Administration, Finance, Information Technology, or a related discipline is an asset.
Responsibilities
- Build relationships with Microsoft Dynamics 365 implementation partners, system integrators, and Microsoft sales representatives to identify opportunities and generate business.
- Introduce treasury and banking automation solutions to partners’ existing and prospective Dynamics 365 customers.
- Engage finance decision-makers, including Controllers, Treasurers, and CFOs, to understand their challenges.
- Translate customer needs related to bank connectivity, cash management, treasury operations, and financial processes into relevant technology solutions.
- Generate and develop a qualified sales pipeline through partner relationships, LinkedIn social selling, industry events, joint webinars, and targeted business development.
- Support the sales cycle from prospect engagement and qualification through presentations, proposals, negotiation, and closing.
- Develop business cases and position solutions around operational efficiency, time savings, risk management, internal controls, and security.
- Coordinate with pre-sales specialists on tailored demonstrations, presentations, and commercial proposals, including embedded AI capabilities.
- Maintain sales pipeline information, opportunity tracking, and revenue forecasts in HubSpot CRM.
- Identify additional customer needs and cross-selling opportunities across the finance automation portfolio.
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