Job description

About Unblu

Unblu is a leading provider of secure conversational finance software solutions, serving top banks and insurance companies globally. Our platform enhances digital experiences by facilitating engagement and collaboration within the financial sector. Headquartered in Basel, Switzerland, with offices across Europe and North America, Unblu operates internationally with the strong backing of Swiss Post as its principal shareholder.

Role Overview

The Account Executive is responsible for driving new business and expansion revenue within the financial services market. This role requires managing the entire sales cycle from identifying prospects to closing deals, working directly with financial institutions and through partner networks. Building a scalable growth engine centered on expanding Unblu's customer base is key.

Responsibilities

Develop and maintain a robust pipeline of qualified sales opportunities to consistently meet or exceed targets.
Execute all stages of the sales process including prospecting, qualification, product demonstrations, negotiation, and closure for new and existing clients.
Identify potential new channel partners and assist in their onboarding processes.
Act as the customer’s advocate by handling escalated requests and issues, ensuring satisfactory resolutions.
Represent Unblu at industry events, conferences, and webinars to promote the brand and network.

Required Skills and Experience

Strong knowledge of the Canadian and US retail banking sectors, including community, regional, and multinational banks.
Familiarity with the wealth management market encompassing RIAs, independent advisors, asset managers, and institutional firms.
Understanding of web technologies and digital customer engagement implementation approaches.
Demonstrated ability to effectively present complex software solutions to varied audiences, both technical and non-technical.
Exceptional business judgment and commercial insight.
Proficiency in sales techniques such as prospecting, client consultation, problem-solving, closing deals, and managing multiple accounts simultaneously.
Self-driven with the capacity to work independently and maintain motivation.

Qualifications

Minimum of 4 years’ experience successfully selling client-facing software products.
At least 2 years’ proven track record in sales within the financial services industry.
Consistent achievement or surpassing of sales quotas.

Additional Requirements

Fluency in English is mandatory; proficiency in French is a significant advantage.
Willingness and ability to travel within Canada, the United States, and occasionally Europe.

Benefits

Collaborate with a diverse team of professionals from over 30 countries across multiple global offices.
Competitive salary package with five weeks of paid vacation and attractive referral bonuses.
Comprehensive health and dental benefits starting from day one.
Flexible working hours and option to work fully remotely to suit personal lifestyle preferences.
Commitment to professional development with access to state-of-the-art tools and technologies.
Choice of preferred computer hardware and operating system (Linux, Windows, or MacOS).

Additional Information

Unblu is committed to equal employment opportunities and embraces diversity in all forms. As part of our hiring process, all candidates will undergo a thorough background check. Our recruitment platform utilizes AI for application sorting, though every submission is reviewed by our human resources team to ensure fairness and thoroughness.

Account Executive SaaS - Canada, Remote