onevest

Director, Sales

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At a Glance

Location
Canada
Experience
8+ years
Posted
2026-05-01T14:56:30-04:00

Key Requirements

Required Skills

Salesforce

Domain Knowledge

  • Finance
  • Insurance
  • Marketing
  • SaaS

Benefits & Perks

Time Off

too! Vacation: 4 weeks of vacation in addition to a company wide

Responsibilities

Lead enterprise SaaS sales functions from prospecting to close

Maintain a network of external relationships

Establish “growth oriented” relationships with wealth management firms, RIAs, broker/dealers, regional and mid-size banks, insurance companies etc.

Research and support the development of enterprise sales strategies

Develop and maintain pitch books, financial models, marketing materials

Working closely with technology and product teams to identify product opportunity