Account Executive

Mako Financial Technologies; Canada; Remote; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Generous commission plan

Equity

Job summary

Mako Financial Technologies is seeking an Account Executive to lead the sales cycle in the wealth management sector. You will be responsible for prospecting, demonstrating the product, and negotiating terms. Ideal candidates will have 2-5 years of SaaS closing experience, a strong knowledge of wealth and finance, and proven success in sales. The position is remote within Canada and offers top-tier compensation, including a generous commission plan and equity.

Qualifications

• 2-5+ years of SaaS closing experience.
• Proven success as a hunter with measurable results.
• Comfort selling technical products.

Responsibilities

• Oversee the entire sales cycle from prospecting to closing.
• Collaborate with the Lead Generation team for qualified prospects.
• Deliver tailored product demos.

Skills

SaaS closing experience

Wealth management knowledge

Strong communication skills

Lead generation

Education

Bachelor's degree in relevant fields

Job description

Are you passionate about finance and technology? Are you a great communicator and networker? If so, this position offers you the opportunity to leverage both of these skills! This is your chance to join a Fintech start-up experiencing growth and scaling quickly!

Company

Mako is a top fintech firm, building software to bring top asset managers into the cloud. Our SaaS platform allows firms to onboard new clients and grow their AUM faster with smart automation and a great user experience.

We’re the leading solution in a fast-growing segment that has become a must-have in the wealth industry, and we’ve ridden our product leadership to profitability, a team of 60 and market leadership.

As we expand our business to domination across Canada and international expansion, we’re looking for someone to join our Sales team, amaze our clients and build great things with us.

The Job

As a new Account Executive (AE) joining Mako, you'll play a pivotal role at the forefront of the wealth management sector. Reporting directly to the VP, Customer Success, you will oversee the entire sales cycle - from prospecting and demonstrating the product to negotiating terms and sealing the deal.

You will collaborate with our Lead Generation team to receive a curated list of wealth firms earmarked as potential prospects for our solution, and you'll also be required to proactively identify other prospective firms.

Leveraging your experience in wealth and finance, you'll pinpoint the key decision makers within these firms. Using a blend of traditional outreach methods (calls/emails) and innovative approaches (social media), your goal will be to secure meetings where we can showcase our solution. Your ability to guide conversations will be essential as you uncover business needs, empathize with challenges, and position Mako as an impactful solution across diverse buyer personas.

• Independent of the lead generation team, research and generate high-quality leads from various sources such as social media, industry events, and referrals.
• Reach out to our target market using traditional and non-traditional methods to introduce Mako and to uncover and educate on common pain points felt in the industry. The more creative and personalized your approach, the better!
• Deliver tailored product demos that map capabilities to customer challenges.
• Work with our Sales Engineer to draft detailed proposals that reflect the customer's technical requirements.
• Handle objections and negotiate terms to drive deals to completion.
• Collaborate with internal stakeholders, including but not limited to Sales, Lead Generation, Customer Success, and Partnerships, to better understand and support client requirements.
• Consistently hit or exceed quota.
• Attend industry and networking events to increase Mako’s visibility in the marketplace.
• Accurately forecast pipeline and maintain CRM hygiene.

Requirements

• 2-5+ years of SaaS closing experience
• Proven success as a hunter with measurable results
• Strong knowledge of wealth and finance
• Experience selling to mid-market businesses
• Experience of closing 6-9 deals per quarter with a sales cycle of 3-6 months
• Bachelor's degree in computer science, math, physics, engineering, or finance from a major Canadian university
• You have enthusiasm and great communication skills
• Comfort selling technical products
• Preferred: strong Rolodex in wealth management

Location

• Remote in Canada

Why you should want this job

• Top-tier compensation, including a generous commission plan and equity