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About the role
Key responsibilities & impact- Qualify and convert inbound leads while building a self-sourced outbound pipeline.
- Own the full sales cycle from first contact through product demonstration, trial, and close.
- Collaborate with marketing and sales leadership to develop and execute campaigns and outreach programs that drive pipeline and meet revenue targets.
- Develop a deep understanding of how independent advisors run their practice — and position Equisoft’s integrated suite (Equisoft/connect, Equisoft/plan, Equisoft/analyze, and Equisoft/lifeguide) as the solution that saves them time, strengthens client relationships, and keeps them compliant.
- Generate outbound pipeline through targeted prospecting, LinkedIn outreach, referral networks, and industry research.
- Attend conferences and events to build Equisoft’s presence in the Canadian advisor market and develop new business relationships.
- Lead webinars and product demonstrations for prospective clients.
- Translate platform capabilities into clear, practical value stories that resonate with advisors at every stage of the buying process.
- Maintain accurate CRM records and pipeline hygiene.
- Forecast revenue, conduct regular pipeline reviews, and use data to prioritize and accelerate deals.
- Develop tailored proposals for prospective clients.
- Create urgency to drive timely deal closure and negotiate pricing and contractual terms within company guidelines.
Requirements
What you’ll need- Technical Bachelor's Degree in any similar field
- 3-5 years of experience in customer facing, sales or business development role
- Proven track record of meetings or exceeding sales quotas in a new business development role
- Track record of significant success in customer service and sales
- Proficiency in CRM systems (HubSpot experience a plus)
- Ability to travel for events or clients locations all over Canada
- Excellent knowledge of French and English (spoken and written)
Benefits
Comp & perks- Medical
- Dental
- Retirement Plan
- Telemedicine Program
- Employee Assistance Program
- Educational Support (LinkedIn Learning, LOMA Courses and Equisoft University)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Sales Quota AchievementCustomer ServiceProposal DevelopmentRevenue ForecastingPipeline Management
Soft Skills
CollaborationNegotiationCommunicationRelationship BuildingUrgency Creation
Certifications
Technical Bachelor's Degree