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Added 4 mins ago
ZA
Financial Service Advisor - Newmarket Nissan Infiniti (26288)
Zanchin Automotive Group
Newmarket, ON
- Full-time
actively communicate with the customer(s) to identify and discuss vehicle needs and wants; offer alternative options to customer based on information gathered
Added 4 mins ago
CI
Principal Architect
Camis Inc
Guelph, ON
- Full-time
Camis is a recognized industry leader in reservation and park management technology. We connect people to a world of memorable experiences through our robust, user-friendly reservation…
Added 4 mins ago
LV
Host (3-Month Contract)
Louis Vuitton
AB · Edmonton, AB
- Part-time
This is an opportunity for those who thrive in a fast-paced environment, see themselves as a true personal ‘advisor’- someone who is seeking to grow their career in a luxury retail…
Added 4 mins ago
Tangerine Growth Advisor - Tangerine
Scotiabank
Toronto, ON
In client interactions, use language and share information appropriate to the client’s level of investment knowledge, interest, and sophistication.
Added 4 mins ago
GS
AI Enablement Specialist/Senior
Guidewire Software
Toronto, ON
- Full-time
…designing high-impact digital experiences. By blending change management, strategic communications, and hands-on engagement, you will act as a trusted internal advisor to elevate…
Added 4 mins ago
Senior Legal Counsel, General Counsel's Office - Corporate/Commercial
EY
Toronto, ON
…our professional services firm. You will act as a strategic advisor to our business and help EY's professionals negotiate complex commercial contracts with some of our most significant…
Added 19 mins ago
GT
Conseiller·ère en communications
Groupe Touchette
QC · Ville Saint-Laurent, QC
- Full-time
Esprit critique et capacité à se questionner, à synthétiser l’information et à vulgariser des concepts complexes.
Added 34 mins ago
LV
Host (3-Month Contract)
Louis Vuitton
Toronto, ON
- Part-time
This is an opportunity for those who thrive in a fast-paced environment, see themselves as a true personal ‘advisor’- someone who is seeking to grow their career in a luxury retail…
Added 34 mins ago
OM
Director, Audience Strategy
Omnicom Media
Toronto, ON
- Full-time
Serving as a trusted advisor, you will connect client priorities to the right data capabilities (1P, 2P, 3P), technology, and strategy, to help drive measurable business outcomes.
Added 34 mins ago
CH
Chief Medical Officer
Clearpoint Health Network Inc.
Calgary, AB · Burnaby, BC · Winnipeg, MB · Toronto, ON · Brossard, QC · Regina, SK · Saskatoon, SK · Etobicoke, ON
- Full-time
…across Clearpoint Health Network (CHN) and serves as a senior advisor on medical governance, clinical quality, patient safety, physician practice, regulatory compliance and organizational…
Added 34 mins ago
Payroll & Benefits Coordinator
Calgary Drop-In Centre (the DI)
Calgary, AB
Serve as a trusted payroll and benefits advisor, delivering responsive support to employees and leaders, driving timely issue resolution, and expertly navigating complex payroll, benefits,…
Added 34 mins ago
A
Business Architecture Advisor
Alithya
QC · QC, Canada
- Full-time
Added 49 mins ago
GF
Sales (Fitness Advisor) - Saskatoon Preston Crossing
GoodLife Fitness
Saskatoon, SK
- Full-time
The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve…
Added 1 hour ago
AC
Corporate IT Auditor
ATS Corporation
Cambridge, ON
- Full-time
As a trusted advisor, the IT Auditor is responsible for analyzing and assessing ATS’ IT landscape to ensure data, processes, and systems run accurately and efficiently while remaining…
Added 1 hour ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Accelerating the monthly and quarterly close process while improving the quality, accessibility, and reliability of financial information.
Added 1 hour ago
RJ
Client Service Coordinator/Administrative Assistant
Raymond James Ltd.
Waterloo, ON
- Full-time
BLA Private Wealth is a wealth management advisory practice committed to delivering exceptional client experiences and high ‑ quality financial guidance. We are seeking a reliable,…
Added 1 hour ago
AVP, Claims (Operational Excellence)
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Montreal, QC
…across Claims Operations. The role leads claims performance management, workforce strategy, process excellence, training and strategic initiatives to deliver strong customer, employee, and…
Added 1 hour ago
Sales Representative - Uniform
Cintas
Kawartha Lakes, ON · Lindsay, ON
Will be a solution-centric advisor; a forward-thinking problem-solver focused on customer satisfaction and results.
Added 1 hour ago
HR
Ferry Shore Engineer
Halifax Regional Municipality
Halifax, NS
- Full-time
…accommodation, should discuss their needs with the Talent Acquisition Advisor when invited to the assessment process. For more information on our accommodation process please click on the…
Added 1 hour ago
AE
Environmental Engagement Expert
Agnico Eagle Mines Limited
Kirkland Lake, ON
- Full-time
Translate complex technical environmental information into accessible, clear, and culturally appropriate language for diverse audiences. Collaborate closely with internal Environmental,…
Added 1 hour ago
FT
Service Writer/Inside Sales Representative
Fountain Tire
Terrace, BC
- Other
Fountain Tire Terrace, an established automotive repair shop, is looking for a friendly and dedicated individual to join our team as a Service Advisor!
Added 1 hour ago
BC
Program Handover Manager
Bechtel Corporation
Toronto, ON
- Full-time
…Project Delivery team (comprising the customer; MX, the Technical Advisor, and Bechtel as the Delivery…
Added 1 hour ago
CL
AVP, Claims (Operational Excellence)
Canada Life
Montreal, QC
- Full-time
…across Claims Operations. The role leads claims performance management, workforce strategy, process excellence, training and strategic initiatives to deliver strong customer, employee, and…
Added 1 hour ago
GT
Conseiller·ère en communications
Groupe Touchette
Montreal, QC
- Full-time
Esprit critique et capacité à se questionner, à synthétiser l’information et à vulgariser des concepts complexes.
Added 1 hour ago
CL
AVP, Claims (Operational Excellence)
Canada Life
London, ON
- Full-time
…across Claims Operations. The role leads claims performance management, workforce strategy, process excellence, training and strategic initiatives to deliver strong customer, employee, and…

Solutions Metrix

Business Development Manager

Montreal, QC, H2Y 2K7, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Posting language: English
Posted: Oct 26, 2026

Original job description

Business Development Manager

Position summary

Solutions Metrix is hiring a Business Development Manager to build and run our account-based growth strategy in financial services. You will research priority banks and credit unions, reach the right decision-makers, and turn their needs and transformation plans into qualified opportunities for our CRM, integration, data, and business transformation services.

This is not a high-volume sales development role. Success means creating access, intelligence, engagement, and qualified pipeline in the accounts we most want to serve. You will work closely with Sales, Marketing, Client Partnerships, executive leadership, and our technology partners.

What you'll do

Research target accounts

Learn each assigned account's leadership, technology environment, priorities, and active initiatives.
Watch for engagement triggers: executive changes, mergers, technology conversions, modernization, and customer or member experience programs.

Map stakeholders and build relationships

Identify executives and influencers across technology, operations, digital, member experience, data, and marketing.
Use existing company, employee, advisor, client, and partner connections for introductions.

Prospect and develop accounts

Run personalized, sustained outreach by phone, email, LinkedIn, events, and referrals, tailored to each person's role and institution.

Work with technology partners

Work with Creatio, Boomi, and other partners to find shared target accounts, warm introductions, and joint pursuits, and track partner-supported activity.

Run discovery and hand off

Hold first conversations to understand challenges and current state, and spot needs in CRM, integration, data, workflow automation, member experience, and modernization.

How success is measured

We measure account development and pipeline, not activity alone:

Priority accounts engaged, new stakeholders identified, and multi-threaded relationships built

Qualified discovery conversations and conference meetings with priority accounts

Engaged accounts converted into qualified sales opportunities, and pipeline created

Partner-assisted introductions and opportunities

Quality and completeness of account intelligence in the CRM

What we're looking for

Required

3 to 5+ years in business development, account development, enterprise sales, fintech, financial services, consulting, enterprise software, or a related field

Skill at researching organizations and finding the right decision-makers and influencers

Strong written and verbal communication, credible with senior business and technology leaders
Comfort starting relationships by phone, email, LinkedIn, events, and referrals

Experience with CRM and sales or business development tools

Nice to have

Experience with banks, credit unions, fintechs, or financial services technology providers

Familiarity with core banking, CRM, integration, data, digital banking, or workflow automation platforms

Account-based marketing, named-account sales, or strategic account development experience

Relationships with executive-level buyers

Who thrives here

You want to understand how organizations work and where their real problems are. You turn public information into useful intelligence and talk about business issues, not just products. You are persistent without being repetitive and credible with senior leaders at banks and credit unions.

You also work well with Sales, Marketing, consultants, leadership, and partners, stay organized across many accounts, and own outcomes. A growing company with an evolving go-to-market suits you.

Where the role fits

The role sits in Revenue Operations and connects market development to active sales. The goal is more than booking meetings. You help Solutions Metrix Identify → Understand → Surround → Engage → Convert → Expand priority accounts, so our sales and consulting teams start conversations with more context, more credibility, and a better chance of winning.

Apply About employer

More about this job

Responsibilities

You will research priority banks and credit unions to build an account-based growth strategy and identify qualified opportunities for CRM and business transformation services. You will also manage stakeholder relationships and collaborate with sales, marketing, and technology partners to drive pipeline development.

Requirements

Candidates must have 3 to 5+ years of experience in business development, enterprise sales, or financial services. Strong research skills, proficiency with CRM tools, and the ability to communicate effectively with senior technology and business leaders are required.

Skills

Business Development
Account-based Growth
Financial Services
CRM
Data Analysis
Integration
Business Transformation
Stakeholder Mapping
Lead Generation
Strategic Account Development
Sales Prospecting
Relationship Management
Market Research
Workflow Automation
Enterprise Software
Communication

Visa sponsorship

Not detected in the job text

Keywords

Business Development Manager
Account-based Growth
Financial Services
CRM
Integration
Data
Business Transformation
Banks
Credit Unions
Fintech
Creatio
Boomi
Workflow Automation
Modernization
Stakeholder Mapping
Lead Prospecting
Strategic Account Development
Enterprise Sales
Revenue Operations
Market Development

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