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Added 2 mins ago
Sr. Analyst Sales Programs & Incentives
UFA Co-operative Ltd.
Calgary, AB
Reporting to the Sr. Manager, Product Marketing, the Sr. Analyst, Sales Programs & Incentives is a detail-oriented, analytical role responsible for supporting the development,…
Added 2 mins ago
Senior Manager, Business Banking Deposits Product Management - Tangerine
Scotiabank
Toronto, ON
The Senior Manager, Small Business Deposit Products is accountable for supporting the execution of Tangerine’s Small Business deposits strategy and product roadmap. The role will help…
Added 2 mins ago
Manager, Financial Planning & Analysis - Finance
Scotiabank
Toronto, ON
The Manager, Financial Planning & Analysis supports the strategic direction, leadership and oversight for finance matters for Global Wealth Management (GWM) and Scotia Global Asset…
Added 2 mins ago
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Portfolio Real Estate Strategy Manager
BGIS
Montreal, QC
- Full-time
The Portfolio Real Estate Strategy Manager will primarily act as a subject matter expert in the areas of development and re-development and maximizing value from real assets. The role will…
Added 2 mins ago
TC
Vice President, Client Integration
The Citco Group Limited
Halifax, NS
- Full-time
Fund Administration is Citco’s core business, and our alternative asset and accounting services are among the industry’s most respected. Our continuous investment in learning and technology…
Added 16 mins ago
NB
Wealth Associate
National Bank of Canada
Oakville, ON
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 16 mins ago
NB
Manager, Financing Solutions
National Bank of Canada
Langley (District), BC · City of Langley, BC
- Full-time
…continue to expand our presence, we are looking for several Manager, Financing Solutions professionals to support our growing client base and strengthen our market…
Added 16 mins ago
IG
Organizational Change Manager
Insight Global
Toronto, ON
- Contract
Insight Global is seeking an Organizational Change Management (OCM) Consultant to support a large financial institution with a CCR (Adaptiv) Replacement Project within Market Risk. This…
Added 16 mins ago
M
Manager, Assurance and Accounting
MNP
Penticton 1, BC
- Full-time
Make an impact with our Assurance & Accounting team as a Manager. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving business and…
Added 16 mins ago
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Senior Manager, Assurance and Accounting
MNP
Penticton 1, BC
- Full-time
Make an impact with our Assurance & Accounting team as a Senior Manager. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving…
Added 16 mins ago
Payroll Advisor - People & Culture
TELUS
Calgary, AB · Edmonton, AB · Burnaby, BC · Vancouver, BC · Toronto, ON · Montreal, QC
Collaborate with business partners to support various programs to our team members, including recommendations to gain direction, alignment, and final approval of your manager
Added 16 mins ago
KS
Procurement Manager
Kelly Services (Canada), Ltd.
Toronto, ON
- Contract
Procurement Manager, Sourcing and Contracting.
Added 16 mins ago
TI
Business Systems Consultant
TekStaff IT Solutions
Toronto, ON
- Contract
Reporting to the Manager, Business & Systems Analysis Chapter, the Business & Systems Consultant bridges business and technology to shape initiatives from pre-discovery through delivery.…
Added 16 mins ago
NB
banking advisor
National Bank of Canada
L'Île-Perrot, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 16 mins ago
FC
Condominium Property Manager
Fortiva Condominium Management
Oshawa, ON
- Full-time
We're looking for an experienced Property Manager who holds a CMRAO General Licence to oversee a portfolio of 3–5 condominium corporations. The mix includes high-rise, townhouse and…
Added 16 mins ago
ME
Buyer, Investments
Media Experts
Toronto, ON
- Full-time
…their buying group, as well as prepare or assist the Supervisor/Manager in preparing all written documentation for the Planner or Client (e.g.: pre-buy/post-buy reports, media…
Added 31 mins ago
Manager, Accounts Payable
University of Toronto
Toronto, ON
…the efficiency and effectiveness of the AP process. The AP Manager will play a critical role in maintaining financial accuracy and compliance with division and institution policies and…
Added 31 mins ago
BC
Sales Support Specialist
Beem Credit Union
Burnaby, BC · Kelowna, BC · North Vancouver, BC
- Full-time
…and a bold vision for the future, we’ve united to create a financial partner that offers both digital ease and people-first…
Added 31 mins ago
CC
Account Representative 5 - Union
Coastal Community
Campbell River, BC
- Full-time
We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for an Account Representative, so if you’re…
Added 31 mins ago
TO
Insurance Sales Account Manager
Todd O'Donnell Insurance Agency
Cambridge, ON
- $48,000 to $75,000 CAD / year
- Full-time
We are looking for an Insurance Sales Account Manager to join our award-winning Cambridge agency. This role is suited to someone who enjoys speaking with people, creating opportunities and…
Added 46 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Terrebonne, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 46 mins ago
NB
Senior Private Banker
National Bank of Canada
Laval, QC
- Full-time
…high-net-worth clients. Working in partnership with National Bank Financial Wealth Advisors, you will support clients with complex financial and wealth management needs by delivering…
Added 46 mins ago
NB
Wealth Associate
National Bank of Canada
Saguenay, QC · Chicoutimi, QC
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 46 mins ago
NB
Banking Advisor
National Bank of Canada
Aurora, ON
- Part-time
…depending on team availability. This position reports to the Branch Manager. Every day, you will work with a team of a experts specialized in investment, credit, mortgage financing and…
Added 46 mins ago
NB
Manager, Financing Solutions - Real Estate Group
National Bank of Canada
Vancouver, BC
- Full-time
A career as a Manager, Financing Solutions - Real Estate in the Commercial Banking team means working closely with Real Estate Account Managers and several internal and external partners as…

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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