Account Executive Wealth Management Solutions

Position: Account Executive for Wealth Management Solutions
Mako is seeking an Account Executive passionate about finance and technology to work remotely in Canada. You’ll leverage your skills to help clients enhance their operations with our cutting-edge SaaS platform.

As part of Mako's sales team, you will play a crucial role in the wealth management sector, handling the sales process from lead generation through negotiation. Utilizing your finance knowledge, you'll establish connections with prospects and tailor solutions that address their unique challenges.

Key Responsibilities:

• Manage complete sales cycle from prospecting to closing

• Generate leads through personal networks and social media

• Present customized product demos to potential clients

• Collaborate with the Sales Engineer for proposal accuracy

• Maintain CRM systems and pipeline forecasts

Requirements:

• 2-5+ years in SaaS closing roles

• Demonstrated hunting capabilities with measurable outputs

• Understanding of wealth and asset management

• Bachelor's degree in relevant disciplines from a top university

• Strong communication skills and a background in sales of technical products

Make a significant impact in the fintech industry with Mako and take your sales career to the next level.
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