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Added 13 mins ago
D
Manager, Sales Development Representative, Akai | Global
Deel
Canada
- Full-time
Maintain accurate reporting of SDR activity, pipeline creation, and team performance in CRM and engagement tools.
Added 14 mins ago
PL
Business Development Manager
Premium Line Transport
Brampton, ON
- Full-time
Maintain accurate CRM entries (calls, emails, notes, deals, leads, calendar) with a minimum of 10 entries per day.
Added 14 mins ago
KC
Cold Caller - B2B Appointment Setter
Kings Cleaners Inc
Kitchener, ON
- Full-time
Maintain accurate records of calls, prospects, and sales activity in CRM software
Added 14 mins ago
CTTO - Project Manager
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Mississauga, ON · Montreal, QC
Experience with personalization, CRM, loyalty, digital customer journeys or related customer experience programs
Added 14 mins ago
Business Development Representative
Execulink Telecom
Woodstock, ON
Maintain an active sales funnel and forecast accurately using CRM and pipeline data
Added 14 mins ago
S
Sales Consultant
Sysco
Canada
- Full-time
Track activities and results, collaborate on opportunities, and champion the team selling process through use of Salesforce (Sysco’s CRM tool)
Added 29 mins ago
ES
Business Development Representative
Euna Solutions
ON · Oakville, Ontario
- Full-time
Maintain accurate and timely CRM hygiene in Salesforce
Added 44 mins ago
S
Email & CRM Lead
Spinrite
Toronto, ON
- Full-time
…growth and execution excellence, we are looking for an Email & CRM Lead to join our growing Digital Marketing…
Added 44 mins ago
LM
DIRECTOR OF INFORMATION TECHNOLOGY
Lacroix Médecine Privée
Quebec, QC
- Full-time
…network's medical and administrative activities, including ERP, CRM, DME, LIS, SaaS, and cloud…
Added 44 mins ago
VR
General Sales Manager
Vista Radio Ltd
Lethbridge, AB
- Full-time
Proficiency with Microsoft Office and CRM software
Added 44 mins ago
P&
Architecte principal national / Country Lead Architect
Pratt & Whitney
Longueuil, QC
- Full-time
…opérationnels pour les principales plateformes d’entreprise (ERP, CRM, PLM, MES, gestion du cycle de vie des contrats, plateforme de données clients et systèmes…
Added 44 mins ago
AI
Account Executive, PL - Private Client
Axis Insurance
Vancouver, BC
- $80,000 to $110,000 CAD / year
- Full-time
CAIB, CIP, CRM or other insurance designations considered an asset
Added 44 mins ago
AI
Account Executive, VIP
Axis Insurance
Vancouver, BC
- $65,000 to $75,000 CAD / year
- Full-time
CAIB, CIP, CRM or other insurance designations considered an asset
Added 44 mins ago
MV
Precast Sales Representative
Mountain View Precast Ltd.
Calgary, AB
- $75,000 to $85,000 CAD / year
- Full-time
Manage sales pipeline and customer interactions using CRM tools and reporting tools.
Added 44 mins ago
Specialized Account Executive- Simulation- Hybrid
Siemens
Toronto, ON · Montreal, QC
Manage accurate sales forecasts using CRM platforms such as Salesforce.
Added 44 mins ago
Partner Development Manager
Barracuda Networks Inc.
Ottawa, ON
Experience working with Salesforce.com or similar CRM.
Added 44 mins ago
Sales Representative - Uniform
Cintas
Kawartha Lakes, ON · Lindsay, ON
…leads within your respective territory. You will utilize our CRM to identify, prospect, close new business and consistently achieve weekly sales goals and…
Added 1 hour ago
CT
Customer Services Manager - Canada
CSG Talent
Sudbury, ON
- Full-time
Experience using ERP, CRM and reporting systems.
Added 1 hour ago
JF
Recruiter/Sales and Marketing
Jobs For All Inc.
Brampton, ON
- Full-time
Familiarity with applicant tracking systems (ATS) and basic CRM tools is an asset.
Added 1 hour ago
UC
Manager, Remote Services
Ukrainian Credit Union Limited
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Champion digital innovation through the adoption and optimization of CRM systems, omnichannel member-service technologies, and Interactive Teller Machines (ITMs), and emerging digital…
Added 1 hour ago
T
Account Manager - Data Centres
Telecon
Toronto, ON
- Full-time
Leveraging the CRM system to develop prospecting and sales strategy that ensures high activity and effective closing ratios
Added 1 hour ago
I
Technology Lifecycle Services Renewals Sales Specialist - Entry Level Sales Program 2027
IBM
Ottawa, ON
- $82,875 to $117,000 CAD / year
- Full-time
Experience using CRM systems, Excel, Power BI, Tableau, or reporting tools.
Added 1 hour ago
RA
Software Engineer
RentSimple AI
Vancouver, BC
- Full-time
…RentSimple integrates with leading property management and CRM systems to help teams respond faster, decrease manual workload, and improve experiences for prospects and residents. Its…
Added 1 hour ago
I
Technology Lifecycle Services Renewals Sales Specialist - Entry Level Sales Program 2027
IBM
Calgary, AB
- $82,875 to $117,000 CAD / year
- Full-time
Experience using CRM systems, Excel, Power BI, Tableau, or reporting tools.
Added 1 hour ago
AI
Account Executive, PL - Private Client
Axis Insurance
Oakville, ON
- $80,000 to $110,000 CAD / year
- Full-time
CAIB, CIP, CRM or other insurance designations considered an asset

Solutions Metrix

Business Development Manager

Montreal, QC, H2Y 2K7, Canada

Full-time

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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.

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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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