Job Title

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 CanadaMust-Have Skills & Experience:2+ years of progressive B2B sales and account management experience within the Financial Services or other relevant sectorMust 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 developmentsExperience with CRM systems (Salesforce, Gong, HighSpot, etc.) and other sales enablement tools. Tech-savvy with a passion for leveraging digital tools to enhance performanceIt is beneficial if you come with experience, preferably in payments industry or financial services/fintechThe 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 involvesAchieving revenue targets in existing portfolio through retention, share of wallet growth and salesExecute outbound revenue generating engagement with portfolio using data to identify opportunities to engage the customerOnboard and nurture new clients onto our platformsPromote a self-service model to our clients, utilizing our platform capabilities to enhance efficiency and client engagementKey Responsibilities:Portfolio ManagementSupport managing a portfolio of clients to ensure retention, increased wallet share and customer satisfactionUtilize centrally generated Data and Analytics reports to target potential for cross/upsell within the portfolioConduct regular account reviews for key customers per account engagement frameworkWork with the marketing team to develop and launch retention, win back and grow campaigns in portfolioImplement regional business plans as devised by team leaderPromote a self-service model with the portfolio on our platform to enhance efficiencyMaintain detailed records of all interactions in the CRM system.Support middle office teams with customers queries as appropriate.New Business AcquisitionUtilize leads provided by marketing and SDR teams to acquire additional customers for the businessReach out to prospective clients via phone, email, and other communication channels to promote products and servicesDeliver 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 businessTraining & DevelopmentComplete all assigned training on product and processes in a timely manner and adhere to new processes and ways of workingStay up to date on product offerings, industry trends, and competitors to effectively answer questions and provide solutionsPerformance Monitoring and ReportingKeep CRM systems updated per guidance to enable tracking of key performance indicators (KPIs), including call volume, conversion rates and sales quotas.