Hybrid Senior Relationship Manager

at Sapling, Inc.

• Job title: Senior Relationship Manager
• Job type: Full Time
• Experience level: Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Toronto, Canada

About the role

• Senior Relationship Manager at Sapling Financial Consultants managing client relationships and driving business growth in North America. Collaborating with leadership to enhance market presence and develop strategies.

Responsibilities

• Aggressively prospect and expand customer base across North America, targeting Private Equity Firms, Investment Banks, CFOs and Lenders, and other similar businesses.
• Execute against the strategic business plan, tactical objectives, and revenue goals, driving influence to grow demand and enable sales.
• Collaborate with senior management to set sales goals that support business and revenue objectives, develop budgets, and create sales forecasts.
• Ensure the company is increasing market influence and presence in key markets and achieving sustained market share growth through strategic and continuous sales activity.
• Manage the sales process from lead generation to closing, ensuring a seamless client experience and high satisfaction.
• Establish priorities and effectively screen new business opportunities to ensure alignment with company strategy and operational capabilities.
• Set, measure and track target progress and performance to optimize sales strategies.
• Work with senior leadership to establish and lead satellite sales offices in key locations across North America.
• Represent the company at industry events, conferences, and networking opportunities to promote our services and build relationships.

Requirements

• Proven track record of achieving sales targets and driving revenue growth in a sales hunter role
• Experience in financial fields such as accounting, consulting, investment banking, lending, etc., is considered an asset
• History of attaining revenue and performance goals as well as growing and maintaining a customer base
• Demonstrated history of closing business opportunities and building long-term relationships, consistently meeting and/or exceeding goals
• Excellent and persuasive oral and written communication skills required
• Strong understanding of consulting services and industry trends
• Excellent communication, negotiation, and interpersonal skills
• Strategic thinker with the ability to analyze data, identify opportunities, and develop effective sales strategies
• Proficiency in CRM software and sales management tools
• Bachelor's degree
• CPA/CFA or related designations are an asset
• Ability to travel as needed (25%)

Benefits

• Professional development
• Flexible working arrangements